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Personal finance specialist

Kyneton
beBeeCustomer
Posted: 29 August
Offer description

Banking Job Description

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* The role of a Banking Consultant is to provide exceptional customer service and support to customers by meeting their financial needs and goals.
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* This involves working in branches and delivering a high standard of customer service to ensure customers are satisfied and become strong advocates for the organisation.
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* The successful candidate will be part of a collaborative team and will act as a role model and peer coach to deliver the best possible customer experience.
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Key Responsibilities:

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1. Meet customer's end-to-end financial needs and goals through providing a seamless banking experience.
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2. Actively participate in and support bank programs and initiatives.
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3. Take responsibility to 'know your customer' from a risk perspective.
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4. Ensure compliance with policies and procedures.
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Requirements:

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* Exceptional customer focus - retail experience is an advantage.
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* Experience in being a user and promoter of technology - working knowledge in using different digital channels is an advantage.
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* Ability to multi-task and highly adaptable to change and ambiguity.
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* Willingness to work in a collaborative team environment.
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* Sound understanding of compliance.
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* Excellent communication and interpersonal skills.
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Benefits:

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* Meaningful work that will shape a world where people and communities thrive.
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* A range of flexible working arrangements, so our people can 'make work, work for them'. We also provide a range of benefits including access to health and wellbeing services and discounts on selected products and services.
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About Us

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We are committed to building a workplace that reflects the diversity of the communities we serve. We welcome applications from everyone and encourage you to talk to us about any adjustments you may require to our recruitment process or the role itself.

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At our organisation, you'll have the resources, opportunities, and support you need to take the next big step in your career.

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