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Financial service liaison

Bundaberg
beBeeCustomer
Posted: 6 December
Offer description

About This Role

We're looking for a professional with excellent customer service skills to join our team as a Customer Relationship Specialist.

This role involves building strong relationships with customers, understanding their financial needs and providing tailored solutions to meet those needs. You'll be the face of our organisation in our Bundaberg branch, working closely with the Branch Manager and a supportive team to deliver exceptional service.

The successful candidate will have a genuine passion for helping people and a proactive approach to finding solutions to customer issues. Previous experience in customer service, ideally within banking or financial services, is highly desirable. Exposure to consumer lending is also a plus.

Key responsibilities include:

* Engaging customers in meaningful conversations to understand their current and future goals
* Matching customers with the right banking solutions to meet their needs
* Managing loan maintenance requests to ensure a smooth and transparent experience for customers
* Identifying opportunities for referrals to specialist teams to provide comprehensive support to customers
* Maintaining regular contact with new and existing customers to deepen relationships and drive retention

As a Customer Relationship Specialist, you'll have the opportunity to develop your skills and knowledge in consumer lending, with structured training in lending fundamentals and a clear pathway towards becoming a Lending Specialist.


About Our Organisation

We're a leading provider of financial services, committed to building social capital through banking. We believe in creating trust with customers, exploring staff potential and believing that tiny gestures and big ideas can change the world for communities.

Our inclusive vision is to foster a workspace that values and leverages difference and creates new possibilities, where our people feel confident to bring their best selves to work every day. We embrace difference and believe that our workforce should reflect the customers and communities that we serve.

We've been recognised as an Employer of Choice for Gender Equality by the Workplace Gender Equality Agency (WGEA) since 2021 and have successfully implemented an innovative Reconciliation Plan in 2023, driving positive change and promoting inclusivity across our organisation.

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