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Strategic business financial advisor

Geraldton
beBeeBusiness
Financial Advisor
Posted: 11 December
Offer description

Our team is dedicated to helping Australian small businesses thrive. We understand their goals and deliver tailored financial solutions through expertise and genuine connection. Whether in-office or remotely, we support clients across the country, including regional communities, because strong local businesses mean strong local economies.


Your Role

As a trusted advisor for small business customers in your region, you will provide end-to-end support, from understanding their goals to delivering solutions that help them succeed. You will also represent us in your local business community, building relationships and hosting events that make a difference.

* Build meaningful customer relationships and provide tailored financial solutions
* Originate business lending and offer asset finance, merchant facilities, and everyday banking services
* Support customers with both business and personal needs, including home financing
* Act as a brand ambassador in your community, hosting education events and building referral partnerships


Requirements

We are looking for individuals with experience in commercial lending or B2B sales, along with home lending experience and strong financial analysis skills. Excellent interpersonal and stakeholder engagement abilities are also essential. FSRA Tier 2 Accreditation and CAA Level 2 (or willingness to obtain) are required.


Benefits

We are committed to supporting our employees with flexibility, career growth, and benefits that matter. Here's what you'll enjoy:

* Flexible Working Options: Hybrid work, adjustable hours, and a supportive team that understands work-life balance
* Additional Leave: Purchased annual leave, parental leave, and up to 5 days of 'Life Leave' each year
* Financial Wellbeing: Competitive salary, superannuation, performance bonus incentives, and exclusive employee banking benefits
* Health & Lifestyle: Fitness Passport discounts and mental health support
* Development & Recognition: Career development programmes and recognition rewards
* Community Engagement: Paid volunteering leave and opportunities for community secondments

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