Banking Expert Advisor

6 days ago


Gold Coast, Queensland, Australia beBeeCustomerService Full time $80,000 - $120,000
Job Overview

The key role of the Customer Banking Specialist is to deliver a seamless banking experience for customers through Retail Banking Services.

This position requires exceptional customer service skills, focusing on providing holistic solutions and improving customers' financial wellbeing.

Key Responsibilities:
  • Engage in detailed conversations with customers about their banking needs.
  • Support customers with enquiries, account maintenance, and credit product applications.
  • Complete Financial Health Checks to assess customers' financial requirements.
  • Provide options for customers through education and demonstration of in-branch technology and digital banking services.
Requirements:
  • Proven experience in delivering exceptional customer service in Financial Services, Retail, or Hospitality sectors.
  • Excellent communication skills and ability to articulate financial terms clearly.
  • Ability to work in a busy, commercial retail environment while providing solutions and seeing the big picture for customers.
  • Genuine interest in building a career that improves customers' financial wellbeing.


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