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Financial Services Professional

2 months ago

Logan City, Queensland, Australia Australia And New Zealand Banking Group Limited Full time

About the Role:

As a Banking Consultant, you will be responsible for assessing the financial needs of customers and providing options to meet those needs in pursuit of specific sales, service, and connected customer targets.

Key Responsibilities:

  • Generate opportunities for deposits and home lending using the agreed sales process.
  • Provide recommendations to the Branch Manager for initiatives to improve sales performance of the store.
  • Assess customer needs through open and targeted communication with customers and recommend appropriate options using the agreed sales process.
  • Provide accurate and timely service by processing over-the-counter transactions (deposits, withdrawals, and transfers) in an efficient and accurate manner.
  • Actively promote and support customers in the use of alternative electronic distribution methods for conducting day-to-day banking (e.g., ATM, phone banking, internet).
  • Support and demonstrate a risk management culture in line with Suncorp Bank's values.
  • Proactive identification and escalation of risks and issues related to your role responsibilities captured as a service request in Ignite.
  • Adherence to Suncorp Bank's complaint resolution process to resolve the matter, maintain our high service standards, and mitigate further risks/losses.

Requirements:

  • Tertiary qualifications in business, commercial, or finance are desirable.
  • Demonstrated experience in a retail customer sales and service environment.
  • Analytical skills – ability to develop solutions and courses of action and recommend solutions by using an information base to identify key issues, compare with other data, and determine cause-effect relationships.
  • Attention to detail – accurately checking and processing tasks and showing concern for all aspects of the role.
  • Change Management – ability to recognize, understand, and support the need for change and anticipate the impact on both the team and self.
  • Commercial Acumen – ability to recognize and implement business strategies to drive profitable growth, customer acquisition, customer experience, and sales productivity.
  • Communication Skills – ability to convey and explain information, coherently and confidently, both oral and written.

About Suncorp Bank:

Suncorp Bank is a proud part of the ANZ Group and a place where you'll be doing work that really matters. Every role, in every team, is working towards supporting the financial wellbeing of our million+ customers. Our team members' wellbeing is a top priority, and we know it's the added extras outside the workplace that can make all the difference.

We offer a range of benefits and support resources so you can create a healthy work-life balance, helping you bring your best every day. We also provide tools that enable remote work to support flexible work arrangements whenever possible.

Being part of Suncorp Bank opens a world of exceptional growth opportunities, across Suncorp Bank as well as the many divisions within the ANZ Group, which operates in almost 30 markets across the globe.

Suncorp Bank is committed to creating a workplace where people from all backgrounds, identities, and beliefs can thrive in an environment of inclusivity and mutual respect. We welcome applications from everyone and invite you to talk to us about any adjustments you may require to our recruitment process or the role itself.