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Financial services representative

Geelong
beBeeCustomerFocused
Posted: 13 December
Offer description

Relationship Advisor

This role requires a deep understanding of customers' banking needs and the ability to deliver tailored solutions that meet their goals.

Key responsibilities include educating and supporting customers with digital literacy, online banking skills, and personalized lending solutions.

* Develop expert knowledge of customers' current and future financial objectives.
* Deliver win-win solutions for both the bank and customers.
* Educate and support customers in managing their finances effectively.
* Guide customers through tailored lending options to achieve their financial aspirations.

The ideal candidate will possess excellent communication skills, be empathetic, and have a passion for helping others succeed financially.

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