Financial Solutions Expert

3 days ago


Melbourne, Victoria, Australia beBeeCustomerCentric Full time $80,000 - $110,000
Financial Solutions Expert

We empower customers to achieve their goals through tailored financial solutions.

About the Role

This position plays a vital role in delivering exceptional customer experiences by building rapport with diverse backgrounds and working collaboratively with cross-functional teams to identify customer needs.

  • Deliver personalized recommendations that drive customer satisfaction by actively listening to customers, understanding their needs, and providing tailored solutions.
  • Build strong relationships with customers through regular communication, ensuring they feel valued and supported throughout their banking journey.
  • Collaborate with internal stakeholders to develop and implement strategies that drive customer growth and retention.
Requirements

To succeed in this role, you will need:

  • Excellent communication and interpersonal skills, with the ability to adapt to diverse customer needs.
  • A customer-centric approach, with a focus on delivering exceptional service.
  • Strong analytical skills, with the ability to analyze customer data and identify opportunities for growth.


  • Melbourne, Victoria, Australia beBeeClient Full time $59,400 - $99,600

    As a Client Service Consultant, you'll be part of a national team of experts. This role is ideal for individuals who thrive in fast-paced environments and have excellent communication skills.Your RoleYou will collaborate with Financial Advisors to deliver financial products and services.You will leverage advanced systems to manage communication via live chat...


  • Melbourne, Victoria, Australia beBeeLending Full time $104,000 - $130,878

    Financial Solutions ExpertWe help small businesses succeed by providing tailored financial solutions. Our team seeks to understand business and personal goals, using expertise and specialist teams.Key Responsibilities:Facilitate customer conversations to understand goals and needs, providing relevant solutions for commercial lending, asset finance, and...

  • Financial Consultant

    16 hours ago


    Melbourne, Victoria, Australia Zone IT Solutions Full time

    OverviewWe are looking for a proactive and experienced Financial Consultant to provide expert advice and guidance to our clients on financial strategies, investment opportunities, and risk management. In this role, you will analyze financial data, develop financial models, and create actionable recommendations to help clients achieve their financial...

  • Financial Consultant

    10 hours ago


    Melbourne, Victoria, Australia Zone IT Solutions Full time

    OverviewWe are looking for a proactive and experienced Financial Consultant to provide expert advice and guidance to our clients on financial strategies, investment opportunities, and risk management. In this role, you will analyze financial data, develop financial models, and create actionable recommendations to help clients achieve their financial...


  • Melbourne, Victoria, Australia beBeeCustomer Full time

    Delivering Exceptional Banking ExperiencesIn this dynamic and customer-centric role, you will make a meaningful impact by providing personalized banking solutions that meet the diverse needs of our customers.As a key member of our team, your primary responsibility will be to build lasting relationships with our customers through exceptional service, expert...


  • Melbourne, Victoria, Australia Zone IT Solutions Full time $90,000 - $120,000 per year

    We are looking for a proactive and experienced Financial Consultant to provide expert advice and guidance to our clients on financial strategies, investment opportunities, and risk management. In this role, you will analyze financial data, develop financial models, and create actionable recommendations to help clients achieve their financial...


  • Melbourne, Victoria, Australia beBeeSolution Full time $180,000 - $250,000

    As a seasoned Microsoft Dynamics 365 expert, you will lead the design, implementation, and optimization of financial solution management solutions.Key areas of responsibility include:Designing scalable, flexible, and robust solutionsAnalyzing business requirements and creating comprehensive blueprints and roadmapsProviding technical leadership and guidance...


  • Melbourne, Victoria, Australia beBeeSolution Full time $120,000 - $180,000

    Job Description:Deliver Solutions for Financial Services InstitutionsAs a Customer and Industry Workflows Specialist Solution Consultant, you will work closely with financial services institutions across Australia and New Zealand to deliver solutions that streamline service operations, support risk and compliance initiatives, and enhance customer and...


  • Melbourne, Victoria, Australia beBeeAccountant Full time

    Job Description:We are seeking a seasoned Financial Services Expert to join our team. The successful candidate will be responsible for preparing financial statements, income tax returns, and other financial documents for individuals, businesses, and trusts.About the Position:Prepare accurate and timely financial statements and tax returnsReview and analyze...


  • Melbourne, Victoria, Australia beBeeBanking Full time $90,000 - $120,000

    Job OverviewDeliver exceptional customer experiences by providing tailored banking solutions to meet individual financial goals and objectives.Key Responsibilities:Develop strong, long-lasting relationships with customers to understand their financial aspirations and preferencesOffer expert advice on a range of banking products and services to help customers...