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Financial experience specialist

Inverell
beBeeCustomer
Posted: 5 December
Offer description

About the Role

As a customer experience specialist in retail banking, you'll play a key role in shaping seamless financial experiences for our customers. Your goal will be to meet each customer's end-to-end financial needs and goals through transaction activities, needs-based conversations, and educating them on available financial solutions.

You'll have the knowledge required to complete customer transactions, engage in in-depth needs-based conversations, and deliver products according to your accreditation level. This role is primarily based in branches and requires delivering high-quality customer service to ensure customers are satisfied and become strong advocates for our organization.

You'll be part of a collaborative team and act as a role model and peer coach to deliver exceptional customer experiences. You'll be passionate about delivering on our customer promises to ensure customers leave the branch with a positive impression of our organization.

Banking is evolving, and we're adapting to these changes by giving our employees opportunities to try new things, learn, and grow. In this role, you'll have the chance to build your future while contributing to our organization's growth.

Key Responsibilities:

* Contribute to increased customer engagement and advocacy by creating real customer value
* Actively participate in and support bank programs and initiatives
* Take responsibility for 'knowing your customer' from a risk perspective
* Ensure compliance with organizational policies and procedures

What We're Looking For:

* Exceptional customer focus - retail experience is an advantage
* Experience in using technology and promoting its adoption among customers
* Lending experience or willingness to progress to lending is desired
* Ability to multitask and adapt to changing circumstances
* Willingness to work in a collaborative team environment
* Solid understanding of compliance requirements
* Excellent communication and interpersonal skills

We're looking for individuals with a growth mindset who can bring most of these skills to the table. If you're excited about this opportunity, we'd love to hear from you!

Why Join Us?

At our organization, you'll have the chance to do meaningful work that shapes a world where people and communities thrive. You'll have access to resources, opportunities, and support to take your career to the next level. We offer flexible working arrangements and a range of benefits to help you achieve a better work-life balance.

We're committed to building a diverse workplace that reflects the communities we serve. We welcome applications from everyone and encourage you to talk to us about any adjustments you may need during the recruitment process or in the role itself.

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