Financial Solutions Advisor

2 weeks ago


Sydney, New South Wales, Australia Commonwealth Bank of Australia Full time

About Us

The Commonwealth Bank of Australia is a leading financial institution dedicated to delivering exceptional banking experiences to millions of customers. With over 100 years of history, we have established ourselves as a trusted partner in the financial journey of individuals and businesses.

Job Overview

We are seeking a skilled Customer Banking Specialist to join our team in the Cowra Branch. This role will involve working closely with customers to understand their financial needs and providing personalized solutions to support their goals.

Main Responsibilities

  • Conduct in-depth conversations with customers to identify their financial needs and provide tailored advice on home loans, business banking, and financial planning.
  • Support customers with account maintenance, credit product applications, and general inquiries.
  • Complete financial health checks to assess customers' financial well-being and identify areas for improvement.
  • Educate customers on our in-branch technology and digital banking options, empowering them to make informed decisions about their finances.
  • Promptly resolve customer complaints and issues, upholding our commitment to excellent customer service.

Requirements

  • A minimum of [A$50,000] per annum salary, commensurate with experience, plus superannuation benefits.
  • Demonstrated expertise in delivering exceptional customer service, preferably in the financial services industry.
  • Excellent communication skills, with the ability to articulate complex financial concepts in a clear and concise manner.
  • A strong problem-solving mindset, with a focus on finding effective solutions that meet customer needs.
  • A passion for building long-term relationships with customers, understanding their unique circumstances, and providing holistic financial solutions.

Benefits

In addition to a competitive salary, you will enjoy access to:

  • Ongoing training and development opportunities to enhance your skills and knowledge.
  • A dynamic and supportive work environment, where teamwork and collaboration are highly valued.
  • A comprehensive employee benefits package, including discounts on banking products and services.
  • The opportunity to work with a diverse range of customers, each with unique financial needs and goals.


  • Sydney, New South Wales, Australia People's Choice Full time

    About the RoleThe Financial Services Advisor - Lending Solutions will play a crucial role in connecting with members and their personal lending needs. Key responsibilities include processing applications, adhering to current policies and procedures, and contributing to a successful team environment.Key ResponsibilitiesBuild relationships with members to...


  • Sydney, New South Wales, Australia IMC Financial Markets Full time

    **About Us**IMC Financial Markets is a leading trading firm known for its advanced technology and world-class execution capabilities. Over the past 30 years, we've been a stabilizing force in the financial markets, providing essential liquidity to our counterparties.We're seeking an experienced Senior Strategic Advisor to join our team in Sydney. As a key...


  • Sydney, New South Wales, Australia Cuscal Limited Full time

    Job OverviewCuscal Limited is seeking a skilled Strategic Financial Advisor to support the company's growth and development.Estimated Salary: AU$80,000 - AU$110,000 per annum.Job DescriptionThe Strategic Financial Advisor will play a crucial role in providing high-quality financial advice, modeling, reporting, budgeting, forecasting, and other financial...


  • Sydney, New South Wales, Australia EBR Full time

    About EBREBR is a reputable accounting firm dedicated to delivering exceptional services to our clients.Job OverviewWe are currently seeking a highly skilled Senior Financial Advisor to join our team. The successful candidate will have extensive experience in financial management and be able to provide expert advice to clients.Job DescriptionThe Senior...


  • Sydney, New South Wales, Australia Link Group Full time

    OverviewThe Link Group is seeking a highly skilled Strategic Financial Advisor to join its team. In this role, you will assist the Financial Planning & Analysis team in linking the operations of frontline Business Units with financial reporting for the Executive Leadership Teams.Key ResponsibilitiesProvide strategic advice on financial activities and...


  • Sydney, New South Wales, Australia Insignia Financial Full time

    At Insignia Financial, we're committed to creating financial wellbeing for every Australian.We're seeking an experienced Senior Financial Governance Expert to join our team as the Head of Member Delivery. This is a permanent full-time role based in Sydney with hybrid working arrangements.This position will provide holistic insights and reporting to our...


  • Sydney, New South Wales, Australia William Buck Full time

    Why You Want This Role:Looking for a challenging role with broad exposure to all aspects of financial advice and planning? We are seeking a highly motivated and driven Associate Financial Advisor to join our Wealth Advisory team.As part of our team, you will have the opportunity to work closely with our directors and senior advisors to provide sophisticated...


  • Sydney, New South Wales, Australia Google Full time

    About the RoleWe are seeking a highly motivated and experienced Cloud Solutions Advisor to join our team at Google. As a Cloud Solutions Advisor, you will act as an advisor to our customers, enabling them to use Google Cloud products to achieve their business objectives.ResponsibilitiesLead the adoption of Google Cloud at organizations, drive and accelerate...


  • Sydney, New South Wales, Australia Google Full time

    About the RoleWe are seeking an experienced Cloud Solutions Advisor to join our team at Google. In this role, you will work closely with customers to develop and execute strategies that enable them to achieve their business objectives using Google Cloud products.As a Cloud Solutions Advisor, you will act as an advisor to our customers, providing guidance on...


  • Sydney, New South Wales, Australia SAS Full time

    SAS is a leader in data and AI, inspiring customers worldwide to transform data into intelligence. As a debt-free multi-billion-dollar organization on its path to IPO-readiness, we offer a dynamic, fulfilling career with flexibility and world-class employee experience.We are seeking a results-driven thought leader to join our ANZ Customer Advisory team as a...


  • Sydney, New South Wales, Australia William Buck Full time

    About the RoleWilliam Buck is seeking an experienced and skilled Senior Financial Advisor to join our Wealth Advisory team.We are a fast-growing firm with a strong focus on client-centric advice, and we are looking for someone who shares our passion for delivering exceptional results.The ideal candidate will have a strong background in financial planning and...


  • Sydney, New South Wales, Australia AFL Recruitment Full time

    Seeking a dynamic and skilled Business Financial Advisor to join our Sydney-based team.About the RoleWe are seeking an experienced Business Financial Advisor to provide full-spectrum technical accounting, business services, tax and SMSF advisory/compliance services to a diverse range of clients across multiple industries.The successful candidate will liaise...


  • Sydney, New South Wales, Australia William Buck Full time

    We are seeking an experienced Financial Planning Advisor to join our Wealth Advisory team at William Buck.Role OverviewThis is a dynamic role that offers the opportunity to work with high net worth clients, providing sophisticated and tailored financial advice.About the RoleAs a Financial Planning Advisor, you will be responsible for providing exceptional...


  • Sydney, New South Wales, Australia Bravura Full time

    Role OverviewWe are seeking an experienced Sales Professional to join our Sydney-based team as an Executive Director of Financial Solutions. This role offers a unique opportunity to grow our revenue and user base in the adviser segment.About Bravura SolutionsAs part of Bravura Solutions, you will be part of a technology company that provides services to some...


  • Sydney, New South Wales, Australia William Buck Full time

    We are seeking a recent university graduate to join our Wealth Advisory team as a Financial Services Advisor. This is an exceptional opportunity to launch your career in financial services and work with one of Australia's leading accounting firms.About the RoleAs a Financial Services Advisor, you will be working closely with Directors and Senior Advisors to...


  • Sydney, New South Wales, Australia Independent Resourcing Consultancy Ltd Full time

    About the Role:This is an exciting opportunity for a Senior Financial Advisor to join our team at Click and Connect Online Limited. As a key member of our wealth management team, you will be responsible for providing expert financial guidance to our clients, helping them achieve their long-term financial goals.Responsibilities:• Assess and advise on medium...


  • Sydney, New South Wales, Australia Calculated Solutions Full time

    About the RoleThis is an exciting opportunity to take your Corporate Finance career to the next level. As a Senior Manager or experienced Manager in our Corporate Finance team, you will have the chance to work with a diverse range of clients across various industries.Key ResponsibilitiesConduct comprehensive financial due diligence for a variety of...


  • Sydney, New South Wales, Australia MARS Recruitment Full time

    Company OverviewMARS Recruitment is a leading organisation in the mortgage broking industry, dedicated to providing personal risk protection solutions to clients. Our team of experts works closely with mortgage brokers to educate their clients on life risks and provide tailored solutions.Job DescriptionWe are seeking an experienced Business Development...


  • Sydney, New South Wales, Australia William Buck Nsw Full time

    About Us:We're a leading mid-tier Accounting firm, with over 100 Partners and 1,000 team members across Australia and New Zealand, recognized for our expertise in 'Changing Lives' across everything we do - clients, colleagues, and community.We believe in cultivating a collaborative environment, offering hybrid work arrangements, and social events to keep you...


  • Sydney, New South Wales, Australia EBR Full time

    About EBR:EBR is a leading financial services company that offers a wide range of solutions to individuals and businesses.Job Overview:We are seeking an experienced Financial Planning Associate to join our team in this strategic advisor role. As a key member of our team, you will be responsible for managing client relationships, attending meetings, and...