Senior Financial Relationship Manager

2 weeks ago

Cleveland, Queensland, Australia beBeeClient Full time $90,000 - $120,000
Role Overview

We are seeking a dynamic professional to serve as the primary point of contact for clients, identifying their personal banking needs and providing tailored solutions.


The successful candidate will be responsible for building strong relationships with clients, offering platform services, and connecting them to specialists when needed.


Key Responsibilities
  • Partner with teams to deliver comprehensive financial center solutions, meeting client expectations through exceptional service and strategic partnerships.
  • Assist clients in navigating self-service technologies, ensuring seamless transactions and optimal experiences.
  • Leverage available resources and technology to optimize client interactions, driving operational excellence and accuracy.
  • Adhere to established processes, laws, and guidelines, prioritizing client satisfaction and regulatory compliance.

Required Qualifications
  • Minimum one year of sales experience in a relationship-driven environment, preferably within a client-centric organization.
  • Aptitude for identifying client needs, developing targeted solutions, and delivering exceptional results.
  • Excellent communication and interpersonal skills, with ability to collaborate effectively and build strong relationships.
  • Strong analytical and problem-solving skills, with capacity to learn and adapt quickly to new information and technologies.
  • Ability to work in a fast-paced environment, managing multiple priorities and deadlines while maintaining high levels of productivity and accuracy.

Desired Qualifications
  • Associate's or Bachelor's degree in business, finance, or a related field.
  • Experience working in a financial center, exceeding goals and demonstrating a strong commitment to client satisfaction.
  • Proven track record of success in sales environments, with a focus on building lasting relationships and driving revenue growth.

Essential Skills
  • Active Listening
  • Business Acumen
  • Customer Focus
  • Oral Communications
  • Problem Solving

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