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Financial services specialist

Bendigo
beBee Careers
Posted: 15 June
Offer description

Customer Service Representative

This role involves delivering exceptional customer service and support in a dynamic environment.

The ideal candidate will be able to effectively communicate with customers, resolve issues promptly, and provide guidance on banking services and procedures.

A strong understanding of cash handling, operational risks, and security protocols is essential for this position.

In addition, the successful candidate will have excellent organizational skills, attention to detail, and the ability to work efficiently under pressure.

They will also possess strong interpersonal skills, with the ability to build rapport with customers and colleagues alike.

About the Role

* This position entails providing expert advice on various banking services and products.
* The candidate will be responsible for managing cash flows, ensuring accurate record-keeping, and adhering to strict security protocols.
* Excellent problem-solving skills are necessary for resolving customer complaints and concerns.
* The ideal candidate will also be skilled at cross-selling relevant products and services to meet customer needs.

Responsibilities

* Cashier duties: Managing cash transactions, balancing tills, and maintaining accurate records.
* Operational support: Providing assistance with ATM management, cash repatriation, and stock levels.
* Customer service: Delivering world-class service, resolving queries, and escalating issues when necessary.
* Sales and marketing: Cross-selling relevant products, meeting sales targets, and promoting services.

Requirements

* Minimum education: Certificate or equivalent in Business-related field.
* Work experience: At least 1-2 years in similar environment.
* Skills:
o Excellent organization and communication skills.
o Basic numeracy and analytical skills.
o Thoroughness and customer focus.
o Keyboard skills for operating relevant systems.
o Basic courtesy and diplomacy when dealing with difficult customers.

Preferred Skills and Qualifications

* Working knowledge of relevant legislation (e.g., KYC, money laundering, banking code).
* Understanding of banking cash management procedures.
* Detailed knowledge of relevant customer systems.
* A good understanding of operational, exchange, and cash handling risks.

Key Performance Indicators (KPIs)

* Meet sales targets.
* Deliver high-quality customer service.
* Maintain accurate records and adhere to security protocols.
* Resolve customer complaints and concerns efficiently.

Benefits and Others

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