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Customer Service Specialist

3 weeks ago

Burwood Council, Australia beBeeAdvisor Full time $80,000 - $105,000
Job Title:

Financial Services Advisor


Overview:

As a Financial Services Advisor, you will play a key role in helping customers achieve their financial goals. This is an exciting opportunity to work with a reputable organization and make a real difference in people's lives.


Key Responsibilities:

• Generate new business opportunities through proactive sales and marketing efforts.
• Develop and maintain strong relationships with customers, understanding their financial needs and providing tailored solutions.
• Provide expert advice on personal banking products and services, ensuring customers have the best possible financial outcomes.
• Work closely with colleagues to ensure seamless customer experiences across all touchpoints.
• Stay up-to-date with industry trends and developments, applying this knowledge to deliver exceptional customer service.


Required Skills:

• Excellent communication and interpersonal skills, with the ability to build rapport with customers from diverse backgrounds.
• Strong analytical and problem-solving skills, with the capacity to analyze complex financial information and provide informed recommendations.
• Ability to work in a fast-paced environment, prioritizing multiple tasks and deadlines while maintaining high levels of accuracy and attention to detail.
• Proficiency in digital platforms and tools, with experience in CRM systems and Microsoft Office applications preferred.
• A growth mindset, with a willingness to learn and adapt to new technologies and processes.


Benefits:

Our organization offers a competitive remuneration package, including a base salary, bonuses, and benefits such as health insurance, flexible working arrangements, and professional development opportunities.


About Us:

We are a leading provider of financial services, committed to delivering exceptional customer experiences and making a positive impact in our communities. Our team members share our values of integrity, respect, and innovation, and we welcome talented individuals who align with these principles.