Personal Finance Professional

1 day ago

Toowoomba Regional, Australia beBeeRelationships Full time
Job Title:

Financial Services Representative I, II, Senior


Job Description:
  • Deliver exceptional customer experiences through consultative and personalized service approaches in person and over the phone.
  • Accurately perform transactions and member service activities while identifying opportunities to meet member needs.
  • Contribute to business growth by meeting individual, branch, and business line goals through cross-sales activities.
Key Responsibilities:
  1. Engage with members to create a positive experience consistent with the organization's values and culture.
  2. Ensure prompt, professional, helpful, and courteous service during each interaction.
  3. Develop member relationships through expert knowledge of products and services and execution of engagement strategies.
  4. Use a consultative approach to develop solutions that improve member financial well-being.
  5. Ensure accuracy and completion of all transactions and member service requests.
  6. Efficiently onboard new members and complete outbound call programs.
  7. Support the Member Service Center with incoming calls and remain flexible to changes.
  8. Participate in branch promotions and community events to build meaningful relationships.
  9. Work effectively in a team environment across all organizational levels.

Qualifications:
  • High school graduate or equivalent.
  • Creditable experience may be considered in lieu of education.
Skills and Experience:
  • Passion for helping people and drive to build relationships that assist members meet financial goals.
  • Good communication and human relations skills.
  • Ability to effectively ask open-ended questions, problem solve, and provide solutions.
  • Strong working relationships with coworkers and business line partners through collaboration.

Benefits:
  • Short-term and long-term incentives.
  • Comprehensive medical, dental, and vision insurance plan.
  • 401(k) plan with a 5% match.
  • Employee Assistance Program (EAP).
  • Life and disability coverage.
  • Voluntary cash benefits for accident, hospitalization, and critical illness.
  • Tuition Reimbursement.
  • Generous leave programs including Paid Time Off accrual, Paid Sick Leave, and Paid Holidays.

Seniority Level:

Entry level.

Employment Type:

Full-time.

Job Function:

Finance and Sales.

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