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Expert Financial Services Professional

2 weeks ago

Burwood, Victoria, Australia beBeeFinancial Full time $80,000 - $120,000
Job Overview

As a financial services expert, you will work closely with customers to understand their financial needs and provide tailored solutions.


Key Responsibilities
  • Identify opportunities for growth and develop strategies to increase customer deposits and home lending.
  • Collaborate with the branch manager to enhance sales performance and implement effective initiatives.
  • Conduct thorough assessments of customer needs through open communication and recommend suitable options.
  • Provide timely and accurate service by processing transactions efficiently.
  • Empower customers to manage their finances effectively by educating them on digital banking platforms.
  • Proactively identify and escalate risks and issues related to your role responsibilities.

Requirements
  • Proven experience in retail customer sales & service environments.
  • Ability to navigate digital customer service platforms and troubleshoot common issues.
  • Understanding of digital verification and ID validation systems used in customer onboarding.
  • Proficiency in digital payment technologies, including mobile wallets and online payments.