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Finance expert assistant

Melbourne
beBeeClient
Posted: 19 December
Offer description

Customer Banking Specialist

We are seeking a Customer Banking specialist to deliver exceptional service in a busy retail environment.

* Key Responsibilities:
* Support customers with inquiries and provide timely solutions.

* Conduct thorough financial health checks to identify areas for improvement.

* Educate clients on banking products and services, focusing on their individual needs.

This role is critical in helping customers achieve their financial goals and objectives.

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