Financial Services Professional

3 days ago


Penrith Municipality, Australia beBeeCustomer Full time $50,000 - $82,000
Job Title

Create your best future as a Relationship Advisor at our Penrith Branch. This rewarding role blends sales and customer service, empowering customers to make the most of their money.

Key Responsibilities
  • Proactively engage with customers in-person and over the phone to uncover their financial needs, using expert product knowledge to assist them in achieving their goals.
  • Refer customers to specialist banking teams and coach them on digital banking offerings.
Requirements
  • Familiarity with banking operations is ideal, but not essential. High-performer energy and unique ability to gauge and nurture strong customer relationships are key to driving success.
  • Strong experience in customer-facing or phone-based sales roles.
  • Resilience, tenacity, and flexibility to adapt to changing situations.
  • Proven experience of achieving performance KPIs with a commitment to exceptional customer service.
  • Comfortable working with numbers and navigating multiple systems.

This is a full-time, branch-based role with standard hours from Monday to Friday.

No prior banking experience? Our comprehensive training program and supportive team will help you master our banking products and services.

Why Choose Us?

We're passionate about becoming our customers' #1 banking partner for life. In return, we offer special benefits, tailored learning opportunities, and a supportive work environment.



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