Financial Solutions Specialist

23 hours ago


Perth, Western Australia beBeeCareer Full time $90,000 - $120,000
**Job Title:** Financial Solutions SpecialistWe are seeking a skilled and experienced professional to join our team as a Financial Solutions Specialist. In this role, you will be responsible for providing exceptional customer service and support while helping customers achieve their financial goals.**Key Responsibilities:
  • Build strong relationships with customers and provide personalized financial solutions tailored to their needs.
  • Actively engage with customers to explore their financial objectives and develop strategies to help them achieve success.
  • Provide expert advice and guidance on financial products and services, ensuring that customers receive the best possible outcome.
  • Maintain accurate records of customer interactions and transactions, ensuring compliance with regulatory requirements.
**Requirements:
  • Extensive experience in customer service or sales environment, preferably within the banking or finance industry.
  • Ability to build trust and rapport with customers quickly, establishing long-term relationships.
  • Strong understanding of financial products and services, including consumer lending and credit options.
  • Eagerness to learn and stay up-to-date with industry developments and regulatory changes.
**What We Offer:
  • A dynamic and supportive work environment that encourages growth and development.
  • Ongoing training and professional development opportunities to enhance your skills and knowledge.
  • A competitive compensation package, including benefits and bonuses.
  • The chance to make a real difference in people's lives by helping them achieve their financial goals.
Benefits Include:
  • Work-life balance and flexible working arrangements.
  • Opportunities for career advancement and professional growth.
  • A comprehensive employee assistance program, including mental health support.
  • A generous parental leave policy, supporting family well-being.


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