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Financial service advisor

Bowral
beBeeCustomerService
Posted: 31 July
Offer description

About This Role

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* As a customer service representative, you will play a key part in delivering great service and support to customers regarding their financial needs.


Key Responsibilities:

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* Engage with customers through various channels including face-to-face, phone calls, and online platforms to assist with banking and insurance needs.
* Explore opportunities to find suitable financial solutions that may enhance customers' situations.
* Utilize digital technologies and systems to provide excellent customer service.
* Manage cash handling, balancing, and administrative tasks as required.
* Collaborate with branch managers and teams to achieve collective goals and objectives.
* Maintain high levels of operational adherence in line with company standards, policies, and procedures.

About You

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* Prior experience in sales and service is preferred, particularly in retail, banking, or hospitality industries.
* Able to handle cash effectively and possess an accurate attention to detail.
* A growth mindset and ambition to build a career in the banking industry.
* Proficient in using technology and familiar with Microsoft Office applications.
* Honest and possess integrity, taking pride in adhering to procedures and policies in a regulated environment.
* A flexible approach to work, able to take initiative, prioritize tasks, and problem-solve to meet daily requirements.
* A genuine desire to help others, working directly with customers as well as supporting a team.
* Willingsness to travel within the region for training or staff relief when required.

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