Financial Relationship Manager

1 day ago

Brisbane, Queensland, Australia beBeeCustomerExperience Full time $62,100 - $94,500
Role Overview

The role involves delivering a seamless banking experience to customers, primarily through in-depth conversations and problem-solving. The ideal candidate will have excellent communication skills, experience in customer-facing roles, and a genuine interest in building a career with the organization.

Key responsibilities include having conversations with customers about their overall banking needs, supporting them with account maintenance and credit product applications, and educating them on technology and digital banking options.

  • Customer Engagement: Build strong relationships with customers, understand their financial needs, and provide tailored support.
  • Problem-Solving: Identify and resolve customer issues, providing effective solutions while championing the organization's processes and procedures.
  • Financial Health Checks: Conduct comprehensive assessments of customers' financial situations, identifying areas for improvement and providing guidance.
  • Education and Support: Educate customers on the organization's technology and digital banking options, ensuring they are comfortable using these tools.
Requirements
  • Customer Service Experience: Proven ability to deliver exceptional customer service in a fast-paced environment.
  • Communication Skills: Excellent verbal and written communication skills, with the ability to articulate complex financial concepts in a clear and concise manner.
  • Problem-Solving Skills: Strong analytical and problem-solving skills, with the ability to identify creative solutions to customer issues.
  • Teamwork: Ability to work collaboratively as part of a high-performing team, with a focus on achieving shared goals and objectives.
  • Continuous Learning: A commitment to ongoing learning and development, with a desire to stay up-to-date with industry trends and best practices.

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