Chief Financial Guidance Specialist

3 days ago

Ipswich, South Dakota, Australia beBeeCareer Full time $82,320 - $103,400
Personal Banking Consultant

We are seeking a highly motivated and customer-focused individual to join our team in a key role. As a Personal Banking Consultant, you will play a crucial part in helping individuals achieve their financial goals.

Key Responsibilities
  • Provide exceptional service to clients, responding to their queries and concerns in a timely manner.
  • Conduct thorough financial needs analysis to identify opportunities for clients to meet their financial objectives.
  • Develop and implement comprehensive financial plans, recommending products and services that meet the client's needs.
  • Maintain accurate records and reports, ensuring compliance with regulatory requirements.
Requirements
  • A high school diploma or equivalent is required; tertiary qualifications are preferred.
  • Minimum 2 years' experience in a similar role, preferably in the banking or finance industry.
  • Excellent communication and interpersonal skills, with the ability to work effectively in a team environment.
  • Strong analytical and problem-solving skills, with the ability to provide expert advice and guidance to clients.
What We Offer

In return for your hard work and dedication, we offer a competitive salary and benefits package, including:

  • Opportunities for career advancement and professional development.
  • A dynamic and supportive work environment, with a focus on teamwork and collaboration.
  • A comprehensive employee benefits program, including health insurance, superannuation, and more.

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