Financial Solutions Advisor

1 week ago

Katanning, Australia beBeeCustomerFocused Full time $56,000 - $92,000

About the Position:

  • As a banking professional, you will be dedicated to delivering exceptional customer service with every interaction.
  • You will work closely with customers to understand their financial needs and provide tailored solutions.

Key Responsibilities:

  • Assist customers with general banking transactions, answering questions and queries.
  • Build personal connections with customers through meaningful conversations face-to-face and through digital channels.
  • Work with customers to utilize in-branch technology and digital banking options.
  • Complete Financial Health Assessments to evaluate customers' financial needs.
  • Process loan and credit card applications.
  • Utilize tools to capture customer feedback and implement improvements.

Requirements:

  • A passion for delivering outstanding customer service.
  • Excellent communication and problem-solving skills.
  • An open approach to learning new things and being goal-oriented.
  • Ability to work collaboratively as a team to deliver seamless customer experiences.

What We're Looking For:

  • Customer-focused attitude.
  • Strong communication and interpersonal skills.
  • Ability to adapt to changing situations.
  • Goal-oriented mindset.
  • Collaborative team player.

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