Financial Service Representative

17 hours ago


Shire Of Lake Grace, Australia beBeeCustomer Full time $80,000 - $120,000
Customer Banking Expert

We are seeking a passionate customer service professional to join our team. As a Customer Banking Specialist, you will play a key role in delivering exceptional customer experiences and enhancing the financial wellbeing of our customers.

About the Role
  • Assist customers with general banking transactions, answering questions and queries.
  • Build a personal connection with customers through meaningful conversations face to face and through direct channels.
  • Work with customers to use in-branch technology and digital banking options.
  • Complete Financial Health Checks to assess customers' financial needs.
  • Process applications for personal loans, credit cards, and associated products.
  • Capture customer feedback and take action to correct any service breaks to drive improvement.
Your Key Responsibilities
  • Deliver outstanding customer service with every interaction.
  • Have great conversations and confidence to ask challenging questions.
  • Take a problem-solving attitude and curiosity to find the right solutions.
  • Be open to learning new things and goal-oriented.
  • Collaborate as a team to deliver a seamless customer experience.
What We're Looking For
  • A passion for delivering exceptional customer service.
  • The ability to work collaboratively as a team.
  • An open approach to learning new things and being goal-oriented.


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