Financial Solutions Specialist

Job Title: Financial Solutions SpecialistWe are seeking a skilled and experienced professional to join our team as a Financial Solutions Specialist. In this role, you will play a critical part in helping customers achieve their financial goals by providing them with the right loan products.About the Role:This position is responsible for maintaining a network...

Job Role:Financial Solutions Specialists are responsible for identifying client needs, negotiating deals, and providing expert advice. They work with multiple lenders to secure the best financial outcomes for clients and develop a network of professional contacts to expand their business opportunities.Key Responsibilities:Identify client needs and provide...

Key Accountabilities and Job RoleTo excel in this role, you will deliver meaningful solutions to diversified business clients.Main ResponsibilitiesGain a thorough understanding of client needs and collaborate with product specialists to provide a wide range of financial services.Drive deal execution using your skills in origination, structuring and...

Job Description:We are seeking a highly experienced Financial Solutions Specialist to join our team. As a key player in our Commercial/Asset Finance Broker channel, you will be responsible for building new business relationships with corporate and enterprise-level customers.Your Key Responsibilities:Facilitate the distribution of our products into large...

Supporting small business growth is at the heart of our mission. As a Commercial Lending Expert, you will work closely with clients to understand their business and personal goals, providing them with expert advice and specialist support.Key ResponsibilitiesEstablish strong relationships with local business customers and provide exceptional service to meet...

Customer Banking SpecialistDeliver exceptional customer service, build relationships, and provide tailored solutions to customers' financial needs.Key Responsibilities:Have in-depth conversations with customers about their banking needs, including home loans, business banking, and financial advice.Complete financial health checks to assess customers'...

Customer Service SpecialistOur vision is to become Australia's bank of choice, and you'll play an important part in helping us achieve that. The Customer Service Specialist role delivers exceptional customer service as you get to know your customers and their circumstances to find the right solutions for their needs.This position involves delivering variety,...

Maximizing Financial Potential as a Strategic Banking ExpertJob Description:We are seeking an experienced and skilled banking professional to join our team as a Relationship Manager. This role is focused on delivering high-quality banking solutions to high-net-worth individuals, particularly medical professionals.Required Skills and Qualifications:Experience...

As a Personal Banker, you'll have the opportunity to make a real impact in the lives of our customers.Our ideal candidate will be an experienced professional with a passion for delivering exceptional customer service and building lasting relationships. You'll work closely with customers to understand their financial goals and provide personalized solutions...

Paraplanning Role OverviewWe are seeking a skilled Paraplanner to join our team, responsible for preparing high-quality, compliant advice documents that meet client goals and objectives.The successful candidate will collaborate closely with stakeholders to refine recommendations, conduct detailed financial calculations, and ensure all advice aligns with...