Senior Financial Services Advisor

1 day ago

Sydney, New South Wales, Australia beBeeCustomer Full time $66,254 - $113,541

Job Overview

As a Senior Financial Services Advisor, you will play a vital role in delivering exceptional customer experiences by meeting their end-to-end financial needs and goals. This includes providing personalized banking solutions, conducting needs-based conversations, and educating customers on available financial products.

Main Responsibilities:

  • Develop and maintain strong relationships with customers to understand their financial requirements and preferences.
  • Offer tailored banking solutions to meet customers' needs, ensuring a seamless and personalized experience.
  • Participate in and contribute to bank initiatives aimed at enhancing customer engagement and advocacy.
  • Maintain up-to-date knowledge of financial products and services to provide informed guidance to customers.
  • Foster a collaborative team environment to achieve shared goals and objectives.

Required Skills and Qualifications:

  • Exceptional customer focus and interpersonal skills.
  • Ability to multi-task and adapt to changing situations.
  • Excellent communication and presentation skills.
  • Strong analytical and problem-solving skills.
  • A sound understanding of compliance and regulatory requirements.

About This Role

This is an exciting opportunity for a motivated and customer-focused individual to join our team as a Senior Financial Services Advisor. If you are passionate about delivering exceptional customer experiences and have a strong background in financial services, we encourage you to apply.

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