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Sales and Service Banking Consultant

3 weeks ago


City of Moreton Bay, Australia beBeeDigitalBanking Full time $60,000 - $80,000
About the Role

As a banking consultant, you will deliver exceptional levels of sales and service to customers via face-to-face interaction and inbound & outbound calls with everyday banking enquiries, account openings and/or processes while balancing team, customer, risk and performance outcomes.

You will be part of a team that values digital empowerment & digital fluency; we help customers transition to a more convenient banking experience by giving them confidence in using digital banking options. We are committed to a future-forward culture, blending personal relationships with cutting-edge digital solutions.

  • Key Responsibilities:
  • Deliver customer-obsessed service that drives customer satisfaction and first call resolution
  • Provide timely and accurate information on everyday banking enquiries, account openings and processes via telephone and/or online channels
  • Support and educate customers on how to use our digital platforms for personal banking, empowering them to self-serve with online banking features
  • Provide support for digital onboarding processes, ensuring a seamless experience for new customers to make the most of their banking
  • Demonstrate the ability to listen, build trust and ask the right questions to exceed customers' expectations and improve customer outcomes, resulting in strong NPS outcomes
  • Contribute to a team culture that is balanced across people, customer, risk, and performance
What Will You Bring?

To grow and be successful in this role, you will ideally bring the following:

  • Experience in delivering high-quality customer experience
  • Comfortable with digital customer service platforms to assist customers in real-time
  • Ability to navigate and troubleshoot common digital banking applications and mobile services with customers
  • Understanding of digital verification and ID validation systems used in customer onboarding
  • Proficiency in digital payment technologies, such as mobile wallets and online payments
  • Ability to handle and assist with digital banking queries, empowering customers to manage their accounts online