Financial Solutions Specialist

2 weeks ago


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

Deliver 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 preferences
  • Offer expert advice on a range of banking products and services to help customers achieve their financial objectives
  • Collaborate with cross-functional teams to design and implement targeted marketing campaigns that drive business growth
  • Stay up-to-date with industry trends and regulatory requirements to ensure compliance and best practices in banking
Requirements:
  • Degree in Business Administration or a related field
  • Minimum 2 years of experience in banking or financial services, with a proven track record of success
  • Strong communication and interpersonal skills, with the ability to build trust and rapport with customers
  • Ability to work effectively in a fast-paced environment and adapt to changing priorities and deadlines


  • Melbourne, Victoria, Australia beBeeCustomerService Full time $60,000 - $80,000

    Financial Solutions SpecialistThis role is an opportunity to provide tailored financial hardship solutions with a focus on delivering exceptional customer service.You will be responsible for managing client accounts and providing financial support in times of need.About YouWe are seeking individuals who possess excellent communication skills, empathy, and...


  • Melbourne, Victoria, Australia beBeeDynamics Full time $100,000 - $120,000

    Microsoft Dynamics 365 F&O Specialist - 12 Month Fixed Term ProjectWe are seeking a highly skilled Microsoft Dynamics 365 F&O specialist for a high-profile project requiring the development, customization, and maintenance of financial solutions using Microsoft Dynamics 365 Finance and Operations (F&O).The role is a 12-month fixed-term assignment with a...


  • Melbourne, Victoria, Australia beBeeCredit Full time $80,000 - $110,000

    Financial Solutions SpecialistWe are seeking a skilled and experienced Financial Solutions Specialist to support our customers and communities in achieving their financial goals. As a key member of our Professional services team, you will play a critical role in delivering a superior customer experience by managing the end-to-end lending process.Key...


  • Melbourne, Victoria, Australia Liberty Financial Full time

    About LibertyHelping people is in our DNA. As the leading non-bank lender in Australia, for decades we have been providing free-thinking loans and have helped over 500,000 people get financial. We offer a broad range of flexible and custom products and are passionate about building and delivering exceptional experiences for our customers.We are a...


  • Melbourne, Victoria, Australia beBeeCustomerService Full time $72,000 - $99,000

    Delivering exceptional customer service is at the heart of every successful banking professional. As a Customer Banking Specialist Relief, you will be responsible for providing a seamless banking experience to our customers.About the RoleYou will work in our 325 Collins Street Branch, supporting customers with their financial needs, including home loans,...


  • Melbourne, Victoria, Australia Insignia Financial Full time

    Join to apply for theServiceNow Solution Designerrole atInsignia FinancialWe're looking for a hands-on ServiceNow Solution Designer who can take ownership of the technical solution end-to-end and is comfortable rolling up their sleeves as well as shaping strategy. You'll join a mature, respected, and growing platform team with the freedom to work across...


  • Melbourne, Victoria, Australia beBeeFinancial Full time $80,000 - $120,000

    Job Title: Financial Solutions SpecialistAbout the RoleThis position involves serving as the primary contact for clients, guiding them through the lending process from initial inquiry to settlement. You will provide customized solutions tailored to meet their specific needs.Key Responsibilities:Prioritize and manage new client inquiries, matching them with...


  • Melbourne, Victoria, Australia beBeeLending Full time $80,000 - $150,000

    As a seasoned Financial Solutions Specialist, you will create lasting connections with customers, providing tailored lending solutions and fostering trust. Leveraging cutting-edge technology, you will deliver seamless banking experiences anywhere, anytime.We support customers in one of the most significant financial decisions they will make - purchasing or...


  • Melbourne, Victoria, Australia Insignia Financial Full time

    Join to apply for the ServiceNow Solution Designer role at Insignia FinancialWe're looking for a hands-on ServiceNow Solution Designer who can take ownership of the technical solution end-to-end and is comfortable rolling up their sleeves as well as shaping strategy. You'll join a mature, respected, and growing platform team with the freedom to work across...


  • Melbourne, Victoria, Australia Insignia Financial Full time

    Join to apply for the ServiceNow Solution Designer role at Insignia Financial We're looking for a hands-on ServiceNow Solution Designer who can take ownership of the technical solution end-to-end and is comfortable rolling up their sleeves as well as shaping strategy. You'll join a mature, respected, and growing platform team with the freedom to work...