Financial Services Relationship Builder

1 week ago


Brisbane, Queensland, Australia beBeeRelationship Full time $80,000 - $125,000
Job Overview

We are seeking a highly skilled Customer Relationship Specialist to join our team.

About the Role

The purpose of this position is to identify and support customers in exploring their current and future financial needs. This involves provision of relevant financial products and services, as well as facilitation of referrals to specialist teams when required.

Key Responsibilities
  • To develop customer relationships through regular contact and proactive lead management
  • To seek opportunities for referrals and execute customer loan maintenance needs
  • To coach colleagues and work closely with the Branch Manager
About You
  • You will have experience in delivering an outstanding customer experience
  • You will possess excellent customer service skills, preferably from the banking industry
  • You will be able to build long lasting relationships and positive customer experiences
  • You will be a collaborative team player with a willingness to go above and beyond for customers and colleagues
  • You will be driven to take a personalized approach with every customer interaction
Requirements
  • Experienced in delivering an outstanding customer experience
  • Excellent customer service skills, preferably from the banking industry
  • Ability to build long lasting relationships and positive customer experiences
  • Collaborative team player with a willingness to go above and beyond for customers and colleagues
  • Driven to take a personalized approach with every customer interaction
Benefits

This role offers a dynamic and supportive environment where you can grow and develop your skills.

What We Offer

We offer a competitive salary and benefits package, as well as opportunities for career advancement and professional growth.



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