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Financial Services Representative

3 weeks ago


Brisbane, Queensland, Australia beBeeEmpowerment Full time $90,000 - $120,000

Job Title: Financial Services Representative

As a Financial Services Representative, you will play a key role in helping customers achieve their financial goals by providing expert guidance on Westpac's suite of banking products.

Key Responsibilities:

  • Proactively engage with customers in-person and over the phone to understand their financial needs.
  • Utilize expertise in Westpac's banking products to recommend suitable options for individual customer needs.
  • Refer customers to specialist teams when necessary, ensuring seamless support throughout their banking journey.
  • Accountable for meeting sales and referral targets while maintaining an unwavering commitment to delivering exceptional customer service.

Requirements:

  • Superior experience in a customer-facing / phone-based sales role.
  • Proven track record of exceeding performance KPIs with an uncompromising commitment to delivering exceptional customer service.
  • Resilience, tenacity, and adaptability in a fast-paced environment where no two days or customers are alike.
  • Banking experience is beneficial but not essential; high-performer energy and strong customer relationship building skills will drive success.
  • Aptitude for working with numbers and navigating multiple systems.

Why Join Us?

  • We're dedicated to empowering our customers to make the most of their money, and we're looking for passionate individuals to help us achieve this goal.
  • In return, we offer a supportive and inclusive community, a variety of leave options, tailored learning and development opportunities, and numerous volunteering initiatives.

What We Offer:

  • Special offers on banking products and discounts from top brands.
  • A range of leave options including Culture, Lifestyle, and Wellbeing leave.
  • Tailored learning and development opportunities to help grow your career within the bank.
  • Lots of opportunities to give back to the Community through volunteering initiatives.

Creating a Supportive Environment:

  • We welcome everyone, regardless of age, gender, background, or abilities.
  • We provide additional support for veterans, Indigenous Australians, and neurodiverse individuals.
  • Our recruitment process is designed to be accessible and inclusive, with support available for those who need it.