Financial Solutions Expert

6 days ago

Brisbane, Queensland, Australia beBeeCustomer Full time $91,631 - $124,921

Deliver Exceptional Customer Experiences

We're seeking an enthusiastic customer service professional to join our Brisbane branch team.

This role involves having in-depth conversations with customers about their overall banking needs, including Home Loans, Business Banking & Financial Advice. You'll also be required to travel to local branches for support and complete Financial Health Checks to assess customers' financial needs and identify any changes.

Your Key Responsibilities:

  • Have in-depth conversations with every customer about how we can support their overall banking needs.
  • Must be able to travel to local branches for support.
  • Complete Financial Health Checks to assess customers' financial needs and identify any changes.
  • Provide options for the customer through education & demonstration of our in-branch technology and digital banking options.
  • Problem solve & provide effective solutions whilst championing our processes, procedures & drive our risk-adverse culture.

Required Skills and Qualifications:

  • Proven experience delivering exceptional Customer Service ideally in Financial Services, Retail or Hospitality.
  • Excellent communication skills & the ability to articulate financial terms in a clear way.
  • The ability to ask the right questions, find solutions, act with integrity and place the customer at the centre of everything you do.
  • A genuine interest in building a career and improving the financial wellbeing and lives of our customers.

Benefits:

You'll have the opportunity to work in a busy, commercial and driven retail environment while seeing the big picture for customers and providing them with holistic solutions.

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