Financial Services Specialist

1 week ago


Perth, Western Australia beBeeCustomer Full time $81,999 - $114,999

Job Title: Financial Services Specialist

About the Role:

We are seeking a skilled and enthusiastic Financial Services Specialist to join our team. As a key customer-facing role, you will be responsible for providing exceptional service to our customers, helping them achieve their financial goals through effective banking solutions.

Key Responsibilities:

  • Welcome and engage with customers, creating a positive first impression
  • Assist customers with transactional and savings banking needs
  • Build strong relationships with customers
  • Provide relevant banking advice to suit individual circumstances
  • Refer customers to specialist teams when required
  • Educate customers on new technologies to enhance their banking experience

What You'll Get:

In this role, you'll have opportunities to develop your skills and knowledge, working with a supportive team to deliver excellent customer outcomes. We offer competitive remuneration packages, as well as opportunities for career growth and professional development.

Requirements:

  • Strong background in face-to-face customer service
  • Ability to multitask in fast-paced environments
  • Able to build relationships with diverse customer groups
  • Comfortable exploring customer needs through questioning and proactive contact
  • Sales or banking experience is highly desirable, but we're open to training individuals with a can-do attitude

Work Environment:

We strive to create an inclusive and supportive work environment that values diversity and flexibility. As an equal opportunity employer, we welcome applications from candidates who share our vision of delivering exceptional service to our customers.



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