Financial Wellbeing Specialist

1 week ago


Melbourne, Victoria, Australia beBeeCustomer Full time $90,000 - $120,000

Exceptional banking experiences are delivered by our team to millions of customers across the country. We're looking for a specialist to work with our customers and provide tailored solutions using in-branch technology and digital banking options.

Key responsibilities include:

  • Conducting in-depth conversations with customers to identify their overall banking needs
  • Completing Financial Health Checks to assess customers' financial well-being
  • Providing education and demonstrating our in-branch technology and digital banking options
  • Problem-solving and providing effective solutions while championing our risk-adverse culture

To be successful in this role, you'll need:

  • Proven experience delivering exceptional customer service, ideally in financial services, retail, or hospitality
  • Excellent communication skills and the ability to articulate financial terms clearly
  • The ability to ask the right questions, find solutions, act with integrity, and put customers at the forefront of everything you do
  • A genuine interest in building a career with us and improving the financial wellbeing of our customers

We're committed to creating an inclusive environment that supports the careers of Indigenous Australians. If you're passionate about making a difference in the lives of our customers, we want to hear from you.



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