Financial Services Advocate

7 days ago


Sydney, New South Wales, Australia beBeeCustomerCentric Full time $76,800 - $108,000
Customer Banking Specialist

This role offers an opportunity to deliver exceptional customer service and support in a dynamic retail banking environment.

  • Provide personalized advice and guidance to customers on their financial needs.
  • Assess customers' financial health and identify areas for improvement.
  • Develop and implement effective solutions to meet customers' needs.

The ideal candidate will have excellent communication skills, the ability to articulate complex financial concepts, and a passion for delivering exceptional customer experiences.

Key Responsibilities
  1. Conduct in-depth conversations with customers to understand their financial goals and objectives.
  2. Complete financial health checks to identify areas for improvement.
  3. Develop and implement effective solutions to meet customers' needs.
Requirements

To be successful in this role, you will need:

  • Proven experience delivering exceptional customer service in a fast-paced retail environment.
  • Excellent communication and interpersonal skills.
  • The ability to work independently and as part of a team.
What We Offer

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

This role is perfect for individuals who are passionate about delivering exceptional customer service and making a positive impact in their community.



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