Financial Services Professional

1 week ago


Melbourne, Victoria, Australia beBeeCustomerService Full time $90,000 - $120,000
Job Title

We are seeking a skilled Financial Services Professional to join our team in Melbourne. As a key customer-facing role, you will be responsible for providing exceptional service to our customers, building strong relationships and identifying their needs.

Main Responsibilities:

  • Deliver outstanding customer service through quality conversations and personalized advice.
  • Build and maintain long-term relationships with customers, understanding their financial goals and objectives.
  • Assist customers with everyday banking and provide guidance on financial products and services.
  • Work collaboratively with the branch team to achieve sales and service targets.
  • Stay up-to-date with market trends, product knowledge and regulatory requirements.

Key Requirements:

  • Experience in customer service, preferably in a banking or financial services environment.
  • Strong communication and interpersonal skills, with the ability to build rapport with customers.
  • Confidence in making sales and managing relationships for the long-term.
  • Basic business or financial knowledge, with a willingness to learn and develop skills.

What We Offer:

  • A supportive team environment and opportunities for career growth and development.
  • Ongoing training and professional development to enhance your skills and knowledge.
  • A competitive salary and benefits package.
  • The chance to work with a diverse and inclusive team, championing flexibility and equality in the workplace.


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