Financial Services Expert

2 days ago

Sunshine Coast Regional District, Australia beBeeCustomer Full time $50,000 - $80,000

Customer Service Excellence

As the public face of a leading banking institution, our team delivers a seamless customer experience to millions of customers. We've been serving local communities for over 100 years, with market-leading products and services.

What we do has real impact at all stages of people's lives, from opening their first account, saving for a holiday, buying their first home, or planning for retirement. Working with us means you'll positively impact our customers' lives.

Role Overview

As a Customer Banking Specialist Relief based out of our Maroochydore branch, you'll:

  • Have in-depth conversations with customers about how we can support their overall banking needs.

  • Support customers with enquiries, maintenance on accounts and process applications for credit products.

  • Complete Financial Health Checks to assess customers' financial needs and identify any changes.

  • Provide options for customers through education and demonstration of our in-branch technology and digital banking options.

  • Problem solve and provide effective solutions while championing our processes and procedures.

Requirements

We're interested in hearing from individuals with proven experience delivering exceptional customer service ideally in financial services, retail or hospitality. You'll need:

  • Excellent communication skills and the ability to articulate financial terms clearly.

  • The ability to ask the right questions, find solutions, act with integrity and place the customer at the centre of everything you do.

  • Ability to work in a busy commercial environment while seeing the big picture for customers and providing them with holistic solutions.

  • A genuine interest in building a career that improves the financial wellbeing and lives of our customers.

What's Next

As part of our application process, you may be required to complete an online assessment and/or digital interview. We encourage you to complete these steps within a timely manner.

Benefits

At our organization, you'll help customers make the right financial decisions and achieve their dreams. Beyond your role, you'll also have opportunities to network across our Indigenous Employee Network.

Our organization is committed to making a real difference for Aboriginal and/or Torres Strait Islander Peoples. We offer a supportive community that will back you professionally and personally throughout your career.

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