Financial Solutions Specialist

4 days ago


Maitland, New South Wales, Australia beBeeCustomerService Full time $60,000 - $104,000
Role Overview

A Customer Solutions Provider plays a pivotal role in financial services, engaging with clients to understand their financial objectives and needs. The ideal candidate will possess strong communication skills and product expertise to deliver tailored solutions.

Main Responsibilities:
  • Foster relationships with clients through face-to-face and phone interactions.
  • Refer clients to specialist teams for Home Loans and Business Financing.
  • Cultivate awareness of digital banking platforms among clients.
  • Meet sales targets while maintaining exceptional customer service standards.
  • Contribute to performance Key Performance Indicators (KPIs).
Necessary Skills and Qualifications:
  • Experience in finance or a related field is beneficial.
  • Strong background in customer-facing sales roles.
  • Ability to thrive in a dynamic environment with diverse client needs.
  • Proven track record of achieving performance KPIs with excellent customer service.
  • Comfortable working with numbers and navigating multiple systems.
Value Proposition:

This role offers the opportunity to grow professionally and build long-term relationships with clients, ensuring their financial goals are met.



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