Virtual Banking Advisor Opportunity

1 week ago

Melbourne, Victoria, Australia beBeeCareer Full time $70,000 - $108,000

About this Virtual Banking Role:

As a dedicated advisor, you will be part of our retail network, delivering high-quality conversations with customers and bankers to create seamless experiences. You will establish trust with customers through active listening and asking the right questions.

Your Key Responsibilities:

  • Build lasting relationships with diverse customers
  • Support customers referred by branches/brokers/other channels using voice or video conference technology
  • Proactively engage with customers through outbound calling to self-generate customer opportunities/appointments
  • Provide and fulfill solutions against a range of financial needs and opportunities
  • Offer banking structure, solutions, and advice to small business customers
  • Capture customer complaints and adhere to risk and compliance policies

Requirements:

We are seeking someone with strong experience building customer relationships and excellent verbal and written communication skills. Sales or banking experience is highly desirable, but not essential if you have a can-do attitude and eagerness to learn.

What We Offer:

  • Ongoing support and training to develop into specialist positions
  • A clear career progression pathway for high performers
  • Competitive financial benefits including special banking, wealth, and insurance offers
  • Generous paid and unpaid parental leave

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