Expert Financial Solutions Advisor

5 days ago


Northam, Australia beBeeCustomerService Full time $60,000 - $85,000

Job Opportunity:

As a consultant in our retail banking division, you will play a key role in delivering exceptional customer experiences. Your primary responsibility will be to meet customers' end-to-end financial needs and goals across transaction activities, needs-based conversations, and educating them on digital solutions.

You will work closely with a collaborative team to achieve customer satisfaction and retention. Your passion for people and ability to multi-task will be at the centre of everything you do, as you strive to create real value for our customers.

In this role, you will have the opportunity to:

  • Deliver high-quality customer service by meeting customers' end-to-end banking needs
  • Be part of a dynamic team and act as a role model and peer coach
  • Contribute to a significant uplift in customer engagement and advocacy
  • Actively participate in and support programs and initiatives
  • Ensure compliance with policies and procedures

What makes a successful consultant?

We are looking for someone who is passionate about delivering exceptional customer service and has a strong understanding of compliance. You will ideally bring:

  • Exceptional customer focus
  • Experience in being a user and promoter of technology
  • Ability to multi-task and highly adaptable to change and ambiguity
  • Willingness to work in a collaborative team environment
  • Sound understanding of compliance
  • Excellent communication and interpersonal skills

Key Responsibilities:

  • Meet customers' end-to-end financial needs and goals
  • Deliver exceptional customer service
  • Work collaboratively with the team
  • Participate in programs and initiatives
  • Ensure compliance with policies and procedures

Requirements:

  • Exceptional customer focus
  • Experience in being a user and promoter of technology
  • Ability to multi-task and highly adaptable to change and ambiguity
  • Willingness to work in a collaborative team environment
  • Sound understanding of compliance
  • Excellent communication and interpersonal skills

Benefits:

This role offers the opportunity to work in a dynamic team environment, delivering high-quality customer service and creating real value for our customers. We offer flexible working arrangements, access to health and wellbeing services, and discounts on selected products and services.



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