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Customer relationship manager

Hervey Bay
beBeeFinancial
Posted: 13 December
Offer description

Customer Banking Specialist Role

This is an exciting opportunity to work with customers, helping them navigate their banking needs and requirements.


Key Responsibilities:

* Engage in in-depth conversations with customers to understand their financial goals and objectives.
* Support customers with account inquiries, maintenance, and applications for credit products.
* Conduct thorough financial assessments to identify areas of improvement and provide personalized recommendations.
* Educate customers on our in-branch technology and digital banking options, ensuring they have the tools needed to manage their finances effectively.
* Collaborate with colleagues to resolve customer issues and provide exceptional service.


Requirements:

* Proven experience in a customer-facing role, preferably in banking or finance.
* Excellent communication and interpersonal skills.
* Ability to build rapport with customers and tailor solutions to their needs.
* Knowledge of financial products and services, including Home Loans, Business Banking, and Financial Advice.


Benefits:

We offer a competitive salary, comprehensive training program, and opportunities for career advancement.

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