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Personal banking advisor

Sydney
beBeeCustomerService
Bank Sales Advisor
Posted: 27 November
Offer description

Role Overview

Delivering an exceptional banking experience to a vast customer base is a cornerstone of our organization.

* Develop in-depth relationships with customers, understanding their comprehensive financial needs.
* Provide proactive support for customers' inquiries, account maintenance, and credit product applications.
* Conduct thorough Financial Health Assessments to identify customers' financial requirements.

This role requires:

* Proven expertise in delivering world-class customer service.
* Excellent communication skills and the ability to articulate complex financial concepts.
* The capacity to ask insightful questions, find innovative solutions, and operate with integrity.

We are interested in engaging individuals who have a genuine passion for building long-term careers and contributing to customers' overall financial wellbeing.

Key Responsibilities:

* Building strong relationships with customers through active listening and empathetic understanding.
* Offering expert guidance on financial matters, ensuring customers make informed decisions.
* Maintaining accurate records of customer interactions and progress.

Requirements:

* Strong analytical skills to analyze complex financial data.
* Excellent problem-solving abilities to resolve customer issues effectively.
* Ability to work collaboratively within a team environment.

What We Offer:

* A dynamic work environment that fosters growth and development.
* Ongoing training and support to enhance professional skills.
* A competitive compensation package and benefits program.

How to Succeed:

* Embracing a customer-centric approach to deliver personalized service.
* Staying up-to-date with industry trends and regulatory requirements.
* Maintaining a positive attitude and providing excellent customer service.

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