Financial Services Representative

7 days ago


Brisbane, Queensland, Australia beBeeCustomerService Full time $70,530 - $99,842
Job Title: Financial Services Representative

We are seeking an experienced Financial Services Representative to join our team in Maroochydore. As a key member of our branch, you will be responsible for delivering exceptional customer service and providing tailored financial solutions to meet the needs of our customers.

In this role, you will have the opportunity to work with a diverse range of customers, from individuals to small businesses, and provide expert advice on various financial products and services.

  • Key Responsibilities:
  • • Provide outstanding customer service and build strong relationships with existing and new customers.
  • • Conduct thorough financial health checks to identify customers' financial needs and provide recommendations for improvement.
  • • Educate customers on our in-branch technology and digital banking options, ensuring they feel confident in their ability to manage their finances effectively.
  • • Problem solve and provide effective solutions while championing our risk-adverse culture.

Requirements:

  • • 2+ years of experience in delivering exceptional customer service, ideally in financial services, retail, or hospitality.
  • • Excellent communication skills, including the ability to articulate complex financial concepts in a clear and concise manner.
  • • Strong problem-solving skills, with the ability to think critically and find innovative solutions to complex problems.
  • • Ability to work in a fast-paced environment, prioritizing tasks and managing multiple responsibilities simultaneously.

Benefits:

  • • Competitive salary and bonus structure.
  • • Comprehensive training program to support your professional development and career advancement.
  • • Access to exclusive employee benefits and discounts.

About Us:

We are a leading financial institution committed to delivering exceptional customer experiences and building long-term relationships with our customers. Our team is passionate about making a positive impact on the lives of our customers and communities, and we're looking for like-minded professionals to join us on this journey.

Why Work With Us?

  • • Opportunity to work with a reputable and established financial institution.
  • • Collaborative and supportive team environment.
  • • Professional development and career advancement opportunities.


  • Brisbane, Queensland, Australia beBeeBanking Full time $93,432 - $114,640

    Job Title: Financial Services RepresentativeWe are seeking a skilled and customer-focused individual to join our team as a Financial Services Representative.Key Responsibilities:Deliver results-driven solutions for customers, focusing on their financial goals and objectives.Educate customers on digital literacy and online banking needs, ensuring they have...


  • Brisbane, Queensland, Australia beBeeCustomer Full time $60,000 - $80,000

    We are seeking an experienced customer service professional to join our team as a Financial Services Representative. As a key member of our branch, you will play a vital role in helping our customers achieve their financial goals.About YouWe are looking for someone with extensive experience in customer service or sales, who is confident in talking to...


  • Brisbane, Queensland, Australia Amtrust Financial Services, Inc. Full time

    Accounts Receivable Representative II at AmTrust Financial Services, Inc.OverviewAre you intrigued by exploring the ways that insurance can help business' flourish?As an Accounts Receivable Representative, you are the human connection to AmTrust Financial: energic, thoughtful, and professional.You will answer questions about our products and services,...


  • Brisbane, Queensland, Australia beBeeCustomerService Full time $53,000 - $59,000

    At our organisation, we're committed to delivering exceptional customer experiences and helping people achieve their financial goals.We're seeking a skilled Financial Services Representative to join our team. In this role, you'll be responsible for building strong relationships with customers, providing tailored solutions to meet their financial needs, and...


  • Brisbane, Queensland, Australia beBeeService Full time $70,000 - $95,000

    Job Description:We are seeking a skilled Financial Services Representative to join our team. This is a permanent full-time position where you will work with the local community, providing exceptional customer service and helping individuals achieve their financial goals.In this role, you will understand the unique needs and circumstances of our customers,...


  • Brisbane, Queensland, Australia beBeeCustomerService Full time $71,150 - $78,951

    Job DescriptionWe are seeking an experienced Financial Services Representative to join our team in Brisbane. As a key member of our customer service team, you will be responsible for delivering exceptional customer experiences by providing efficient solutions and responses to customer enquiries.You will handle everyday banking enquiries, account openings,...


  • Brisbane, Queensland, Australia beBeeCustomerService Full time $60,000 - $70,000

    As a customer-facing representative, you will play a vital role in shaping the branch's reputation and delivering exceptional service to our valued customers.The successful candidate will be highly skilled in providing tailored solutions to meet individual financial goals, while promoting the bank's products and services with confidence. To excel in this...


  • Brisbane, Queensland, Australia beBeeCustomer Full time $53,000 - $86,000

    Key Customer Service RoleWe are seeking an experienced banking professional to join our team in the Brisbane South Area. As a key member of our Retail Banking Services (RBS) team, you will be responsible for providing excellent customer service and support to customers across various branches in the area.Engage with customers to understand their financial...


  • Brisbane, Queensland, Australia beBeeCustomer Full time $60,000 - $100,000

    Job DescriptionWe are seeking an experienced professional to fill a Customer Banking Specialist Relief position. In this role, you will provide exceptional customer service, handle customer inquiries, and process applications for credit products.You will work with customers to understand their financial needs, provide solutions, and educate them on our...


  • Brisbane, Queensland, Australia beBeeCustomer Full time $70,000 - $90,000

    Customer Service Position OverviewThis role focuses on delivering exceptional customer service and helping customers explore their financial needs.Key ResponsibilitiesProvide excellent customer service by identifying and supporting customers to achieve their financial goals.Undertake transactions for customers and educate them on using digital banking...