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Financial services consultant

Melbourne
beBeeCustomer
Posted: 8 December
Offer description

At the forefront of customer-centric operations, this role demands a professional with exceptional interpersonal skills and adaptability. Delivering services aligned with our standards is paramount as you identify opportunities to promote financial products and services.


Key Responsibilities

* Exceptional Customer Service: Foster strong relationships with customers by offering tailored solutions and referrals.
* Target Alignment: Support branch and group targets through proactive engagement and strategic promotions.
* Transaction Management: Efficiently process transactions, manage cash handling, and maintain high accuracy standards.
* Branch Presentation: Maintain a positive and engaging environment for customers, adhering to our visual identity.
* Collaboration and Feedback: Contribute to team growth through effective communication, training, and continuous improvement initiatives.


Requirements

* A minimum of previous customer service/sales experience is essential to excel in this role.
* Be prepared to adopt a flexible approach to work, willing to travel between branches as required.
* Demonstrate confidence in building and maintaining strong relationships with customers.
* Possess well-developed written, verbal, and interpersonal skills to effectively communicate with diverse stakeholders.
* Show the ability to prioritize tasks and work under pressure while maintaining a high level of productivity.
* Embody our company's purpose, aspiration, values, and brand as well as our B Corp ethos.

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