Building Relationships through Financial Excellence

Unlock Business Growth OpportunitiesYou are a relationship developer, passionate about fostering client connections and driving new business. As a key member of our team, you will provide meaningful solutions for diversified business clients with complex banking needs.With a portfolio of established clients, you will leverage your insights, experience, and...

This role is for you if you:Are passionate about building lasting relationships with stakeholders, employer and industry associations.You have experience in business development, sales and expertise in delivering outstanding service while driving outcomes.You can promote the value and benefit of superannuation whilst balancing ethical practices with member...

Drive change in customer outcomes and community well-being.This is a dynamic and varied role where you can empower your customers to achieve their financial goals. You will be comfortable working in an adaptive environment as we evolve our services to meet digitization needs and educate and support our customers with digital literacy and online banking...

Role OverviewThe role involves delivering a seamless banking experience to customers, primarily through in-depth conversations and problem-solving. The ideal candidate will have excellent communication skills, experience in customer-facing roles, and a genuine interest in building a career with the organization.Key responsibilities include having...

Let's talk about the roleDo you have a drive for success? Are you excited by a fast-paced role? And do you have a competitive streak you are looking to unleash? Then look no furtherWith Consumer Asset and Personal Loans a huge area of growth for Latitude Financial, we are continuing to grow our 3rd party broker channel rapidly and introduce new products and...

Job Title: Relationship Building SpecialistAbout the Role:This is an exciting opportunity to become a key representative of our organisation, building meaningful relationships with customers and their families. As a Relationship Building Specialist, you will be responsible for providing exceptional customer service, working closely with clients to understand...

Job Description:We are seeking a Customer Service Representative to join our team. In this role, you will be the public face of our organization, delivering exceptional customer service and support to our clients.Key Responsibilities:• Have in-depth conversations with customers about their banking needs• Support customers with enquiries, account...

About the RoleWe are seeking a skilled professional to work closely with our Branch Manager to identify leads in the branch and increase the value of our customer base through in-branch sales and referrals.This role is responsible for delivering superior customer service while achieving sales targets and extending customer relationships by identifying needs,...

Financial Planning Assistant**The opportunity**As a Financial Planning Assistant with Shadforth on a 12 month fixed-term contract, you'll be responsible for preparing information, meeting packs, updating records and facilitating the implementation of financial advice that our advisors recommend to our clients. This role also looks after managing, scheduling...

Financial Planning Assistant**Location**:Brisbane, QLD, AU, 4000**Employment Type**:Permanent Full Time- Be part of a team and culture that values people- Excellent opportunity to add value in this influential role- Based in Queen St, Brisbane Permanent Full Time Opportunity- Shadforth Financial Group is one of Australia's leading financial advisory firms...