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Financial Services Specialist

3 weeks ago

Redland City, Australia beBeeCustomerExperience Full time $60,000 - $80,000
Job Description

We are seeking a dedicated professional to deliver exceptional customer service in a retail banking environment.

The successful candidate will be the public face of the branch, interacting with customers on a daily basis and providing holistic solutions to meet their banking needs.

The role requires strong communication skills, attention to detail, and the ability to work in a fast-paced commercial environment.

Main Responsibilities:

  • Have in-depth conversations with customers about their banking needs, including home loans, business banking, and financial advice.
  • Support customers with enquiries, maintenance on accounts, and process applications for credit products.
  • Complete financial health checks to assess customers' financial needs and identify areas for improvement.
  • Provide options for customers through education and demonstration of in-branch technology and digital banking options.
  • Problem solve and provide effective solutions while championing our risk-adverse culture.

Key Skills and Qualifications:

  • Proven experience delivering exceptional customer service in financial services, retail, or hospitality.
  • Excellent communication skills and the ability to articulate financial terms clearly.
  • Ability to ask the right questions, find solutions, act with integrity, and place the customer at the centre of everything you do.
  • Ability to work in a busy, commercial retail environment while providing holistic solutions and seeing the big picture for customers.
  • A genuine interest in building a career in financial services and improving customers' financial wellbeing.

Benefits:

This is an exciting opportunity to join our team and contribute to the success of our organisation. The role offers a competitive salary, opportunities for career growth and development, and a dynamic work environment.

What We're Looking For:

We are looking for a motivated and enthusiastic individual who is passionate about delivering exceptional customer service. If you have a proven track record of success in a similar role and are looking for a new challenge, we would love to hear from you.