Financial Services Expertise

2 weeks ago

Perth, Western Australia beBeeCustomer Full time $66,000 - $86,000

Banking Professional Role

We're looking for a skilled Banking Professional to join our team, focusing on providing exceptional customer service and delivering seamless banking experiences.

About the Job

As a Banking Professional, you'll play a crucial role in meeting customers' end-to-end financial needs, ensuring their satisfaction and loyalty. You'll work closely with colleagues to deliver high standards of customer service, adhering to bank policies and procedures.

Key Responsibilities

  • Meet customer needs through transactional activities, needs-based conversations, and educating them on digital solutions.
  • Collaborate with colleagues to achieve excellent customer outcomes.
  • Contribute to enhancing customer engagement, advocacy, and overall customer value.
  • Support bank programs and initiatives, ensuring compliance with regulations.
  • Actively participate in risk management processes, maintaining awareness of customer profiles.
  • Operate within established branch policies and procedures.

Essential Skills and Qualifications

  • Exceptional customer focus, including retail experience an advantage.
  • Proficiency in using technology and digital channels, working knowledge advantageous.
  • Ability to multitask and adapt quickly to changing situations and priorities.
  • Strong teamwork and communication skills, promoting a collaborative environment.
  • Sound understanding of regulatory requirements and compliance principles.
  • Excellent interpersonal and communication skills.

Why This Role Matters

This position plays a vital part in shaping our customers' financial wellbeing and sustainability. We're committed to fostering a culture of excellence, where employees feel valued, supported, and empowered to deliver outstanding results.

  • Associate Financial Advisor

    7 days ago

    Perth, Western Australia Interwest Financial Services Full time

    Interwest Financial Services is a well-established, privately owned, and self-licensed financial advisory firm. We are committed to delivering exceptional quality, personalised, and holistic financial planning solutions to clients. As we continue to grow, we are seeking a dedicated and professional Associate Financial Adviser to join our dynamic team in...

  • Associate Financial Advisor

    2 weeks ago

    Perth, Western Australia Interwest Financial Services Full time

    Interwest Financial Services is a well-established, privately owned, and self-licensed financial advisory firm. We are committed to delivering exceptional quality, personalised, and holistic financial planning solutions to clients. As we continue to grow, we are seeking a dedicated and professional Associate Financial Adviser to join our dynamic team in...

  • Associate Financial Advisor

    2 weeks ago

    Perth, Western Australia Interwest Financial Services Full time

    Interwest Financial Services is a well-established, privately owned, and self-licensed financial advisory firm. We are committed to delivering exceptional quality, personalised, and holistic financial planning solutions to clients. As we continue to grow, we are seeking a dedicated and professional Associate Financial Adviser to join our dynamic team in...

  • Financial Expertise Professional

    2 weeks ago

    Perth, Western Australia beBeeAccounting Full time $60,000 - $100,000

    Accounting Analyst Role OverviewWe are seeking an experienced professional to join our accounting team in Perth, Western Australia.The ideal candidate will possess strong qualifications in Accounting and/or Finance, with excellent Excel skills and the ability to leverage technology.This is a key member role supporting various accounts reconciliation duties...

  • Financial Adviser

    2 weeks ago

    Perth, Western Australia MR Wealth Financial Advisers Full time $80,000 - $120,000 per year

    Position Description – Financial AdviserCompany DescriptionMR Wealth specialise in helping clients plan for a secure financial future. With over 10 years of experience, our team excels in financial planning and lending to meet diverse client needs. We work closely with our clients, ensuring services are affordable and tailored to their budget. Our...

  • Financial Expertise Lead

    2 weeks ago

    Perth, Western Australia beBeeAccountancy Full time $120,000 - $160,000

    Senior Accountant PositionWe are seeking a skilled professional to join our Finance Team in Perth.The successful candidate will be responsible for providing financial expertise and support to key stakeholders, ensuring timely and accurate reporting that complies with relevant statutory and accounting standards.The role involves:Providing expert financial...

  • Financial Planning Assistant

    2 weeks ago

    Perth, Western Australia Insignia Financial Full time

    1 week ago Be among the first 25 applicantsBe part of a team and culture that values people Excellent opportunity to add value in this influential role Permanent Full Time Opportunity, Location: Perth Shadforth Financial Group is one of Australia's leading financial advisory firms that builds deep relationships with their clients to deliver greater peace of...

  • Financial Planning Assistant

    2 weeks ago

    Perth, Western Australia Insignia Financial Full time

    1 week ago Be among the first 25 applicantsBe part of a team and culture that values people Excellent opportunity to add value in this influential role Permanent Full Time Opportunity, Location: Perth Shadforth Financial Group is one of Australia's leading financial advisory firms that builds deep relationships with their clients to deliver greater peace of...

  • Senior Financial Planner

    3 weeks ago

    Perth, Western Australia Randstad - Banking & Financial Services Full time

    Existing book of clientsPurchased BookPure Relationship Focused Advisor RoleGreat opportunity for a Financial Planner with 5 + years experience to join a successful business.About the companyThis highly regarded and well established independent Financial Service Group has been established for many years and has always put a client centric approach at the...

  • Senior Financial Planner

    3 weeks ago

    Perth, Western Australia Randstad - Banking & Financial Services Full time

    Existing book of clientsPurchased BookPure Relationship Focused Advisor RoleGreat opportunity for a Financial Planner with 5 + years experience to join a successful business.About the companyThis highly regarded and well established independent Financial Service Group has been established for many years and has always put a client centric approach at the...