Financial Experience Specialist

1 week ago

Toowoomba Regional, Australia beBeeFinancial Full time $42,254 - $73,491
Financial Services Representative Role Overview

This is a dynamic role that requires exceptional interpersonal skills to deliver outstanding member experiences.

Main Responsibilities:

  • Engage with existing and prospective members through consultative service approaches, ensuring consistent delivery of the organization's values and culture.
  • Provide prompt, professional, helpful, and courteous service to all members during each interaction.
  • Deepen member relationships through expert knowledge of credit union products and services, executing strategies for in-person conversations, relationship calling, and referrals.
  • Analyze data to develop solutions that educate and improve members' financial well-being.
  • Ensure accuracy and completion of all transactions and member service requests as outlined in employee performance standards.
  • Efficiently onboard new members into the system, complete outbound call programs, and set appointments to meet their needs, as assigned.
  • Support the Member Service Center with incoming calls, monitor activities, and remain flexible to changes.
  • Participate in branch promotions and community events, fostering meaningful relationships with members.
  • Work effectively in a team environment across all organizational levels.

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