Personal Financial Specialist

3 days ago


Melbourne, Victoria, Australia beBeeFinancial Full time $80,000 - $120,000
Job Title: Personal Financial Specialist

We are seeking a talented Personal Financial Specialist to join our team.

About the Role:
  • This role is responsible for delivering exceptional customer experiences by meeting their end-to-end financial needs.
Main Responsibilities:
  • Customer Solutions: Deliver win-win solutions that meet the bank's and customers' objectives.
  • Financial Expertise: Develop in-depth understanding of customers' current and future financial goals to design tailored solutions.
  • Digital Support: Educate and support customers with digital literacy and online banking needs as we continue to innovate our offerings.
  • Lending Solutions: Guide customers through personalized lending options, exploring tailored personal loans and credit card solutions to help them achieve their goals.
  • Professional Development: Engage in lifelong learning, bringing your expertise to the next level with on-the-job training and other learning opportunities.
About Our Community Banking Model:

Our model is built on a shared revenue approach based on 'profit-with-purpose', ensuring profits are reinvested directly into the communities that create them. By joining our team, you become part of a dedicated community-focused effort.

Benefits:

We offer a range of benefits, including health and wellbeing support, access to a corporate university, and flexible policies that allow you to achieve your full potential.


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