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Financial Services Representative

3 weeks ago

Penrith Municipality, Australia beBeeCareer Full time $50,000 - $80,000

As a Personal Banker, you will engage with customers in-person and over the phone to uncover their financial needs, using your product knowledge to assist them in achieving their goals.

Key Responsibilities:
  • Proactively interact with customers to understand their requirements
  • Utilize expert knowledge to provide solutions and achieve sales targets
  • Refer customers to specialist banking teams and coach them on digital banking offerings

This role combines sales and customer service skills, requiring you to deliver exceptional service while meeting performance KPIs.

Requirements:
  • Banking experience is advantageous, but not essential
  • Strong customer-facing and phone-based sales skills
  • Resilience, tenacity, and adaptability in a fast-paced environment
  • Proven track record of achieving performance KPIs and delivering excellent customer service
  • Comfortable working with numbers and navigating multiple systems

We offer comprehensive training and support to help you succeed in this role.

Why Join Us?
  • Competitive benefits and discounts
  • Varied leave options for work-life balance
  • Tailored learning and development opportunities
  • Opportunities to give back to the community through volunteering initiatives

Create a fulfilling career with our organization.