Financial Services Expert

3 days ago

Melbourne, Victoria, Australia beBeeCustomerRelationship Full time $60,000 - $85,000

We're seeking a talented Customer Relationship Specialist to join our team. This is an exciting opportunity to work closely with us through the next phase of transformation.

About the Role:

The Customer Relationship Specialist will be responsible for providing exceptional customer service, building strong relationships, and identifying opportunities to deliver tailored solutions that meet their needs.

Key Responsibilities:

  1. Develop and maintain strong customer relationships, understanding their financial goals, and providing expert advice on banking products and services.
  2. Identify opportunities to cross-sell and upsell relevant banking products and services, ensuring seamless delivery and excellent customer outcomes.
  3. Stay up-to-date with industry trends, market conditions, and competitor activity to ensure our customers receive the best possible advice.

What You'll Need:

  • A proven track record in customer-facing roles, preferably within the banking or financial services sector.
  • Excellent communication and interpersonal skills, with the ability to build rapport with customers from diverse backgrounds.
  • Strong analytical and problem-solving skills, with the ability to identify and capitalize on sales opportunities.
  • Ability to work collaboratively as part of a high-performing team, sharing knowledge and expertise to drive business results.

What's in it for you?

As a valued member of our team, you'll enjoy a competitive remuneration package, including generous paid and unpaid parental leave, access to ongoing training and development opportunities, and a supportive environment that fosters growth and success.

How to Apply:

If you're a motivated and results-driven individual with a passion for delivering exceptional customer experiences, please click the apply button to submit your interest in this role.

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