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Financial Wellbeing Advocate

2 weeks ago

Katanning, Australia beBeeCustomer Full time $80,000 - $120,000
Customer Service Excellence

Deliver outstanding customer experiences and enhance their financial wellbeing by providing top-notch support and guidance.

  • Assist customers with banking transactions, answer questions and queries, and build meaningful connections through face-to-face and digital interactions.
  • Collaborate with customers to utilize in-branch technology and digital banking options, helping them achieve their financial goals.
  • Complete thorough Financial Health Checks to assess customers' needs and provide personalized solutions.
  • Process loan and credit applications, ensuring seamless and efficient service delivery.
  • Collect customer feedback, analyze it, and take corrective actions to maintain exceptional service standards.
Essential Qualities
  • A genuine passion for delivering world-class customer service.
  • The ability to engage in compelling conversations, ask thoughtful questions, and confidently navigate complex situations.
  • A resourceful problem-solving attitude and a keen curiosity to find innovative solutions.
  • An eagerness to learn, grow, and adapt in a fast-paced environment.
  • Excellent teamwork skills, with a focus on collaboration and mutual support to deliver unparalleled customer experiences.