Customer Service Financial Advisor
3 weeks ago
We are seeking a motivated and customer-focused individual to join our team as a Customer Service Financial Advisor. In this role, you will be responsible for providing exceptional service to our members, identifying their financial needs, and offering tailored solutions to meet those needs.
About the Role- Provide general advice on consumer lending products, including credit cards and personal loans
- Assist members with account opening and maintenance, including updating personal information and establishing periodical payments
- Work closely with colleagues to ensure seamless delivery of services and achieve sales targets
- Maintain accurate records and reports, adhering to policy and procedure guidelines
You will be expected to:
- Proactively identify opportunities to grow our member base and increase sales revenue
- Build and maintain strong relationships with members, understanding their financial goals and objectives
- Stay up-to-date with product knowledge and industry developments to provide informed advice
- Contribute to a positive and supportive team environment, promoting a culture of excellence and customer satisfaction
To be successful in this role, you will need:
- At least 6 months of retail banking sales experience and 1 year of customer service experience
- Tier 2 accreditation and/or Cert IV in Financial Services (desirable)
- A high level of numeracy and attention to detail, with excellent communication and interpersonal skills
In return for your hard work and dedication, we offer a competitive salary range of $60,000 - $80,000 per annum, depending on experience. Other benefits include:
- Staff banking products and services discounts
- Novated leasing options
- Paid parental leave and purchased leave options
- Referral reward program
- Employee assistance program
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