Financial Relationship Manager

2 weeks ago

Sydney, New South Wales, Australia beBeeRelationships Full time $90,000 - $110,000
Job Description:

We are seeking an individual with exceptional customer service skills to fill the role of Personal Banker. As a key member of our team, you will play a vital part in helping customers achieve their financial goals.

Your primary responsibilities will include handling everyday banking transactions and conversations with customers, reaching out to customers via phone and branch to connect them with relevant products and provide financial advice, and building strong relationships with customers to ensure their long-term satisfaction.

  • Build rapport with customers to understand their financial needs and goals
  • Provide tailored advice and solutions to customers based on their unique circumstances
  • Maintain accurate records of customer interactions and transactions

In this role, you will have the opportunity to work closely with customers to understand their needs and develop strategies to meet those needs.

Key Responsibilities:
  • Handling everyday banking transactions and conversations with customers
  • Reaching out to customers via phone and branch, connecting them to relevant products and providing financial advice
  • Building strong customer relationships
  • Taking ownership of customer requests and proactively following up on agreed actions
  • Staying up-to-date with new banking products and services, their features, benefits, and how they can be offered to existing and potential customers
  • Educating customers on new technologies and tools that enhance their banking experience
  • Complying with established bank policies and procedures to ensure confidentiality and security of bank and client assets and information
Requirements:

To succeed in this role, you must possess the following skills and qualifications:

  • Strong customer service skills, especially in sales or financial services
  • Ability to build and maintain long-term relationships
  • Experience in handling customer complaints and resolving issues
  • Knowledge of banking products and services, including new technologies and tools
Benefits:

We offer a competitive compensation package, flexible working hours, and opportunities for career growth and development. We also provide generous parental leave policies and a supportive team environment.

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