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Personal finance consultant

Ballarat
beBeeFinancial
Posted: 12 September
Offer description

Job Title: Financial Services Specialist

We are seeking a Financial Services Specialist to join our team. In this role, you will play a key part in delivering exceptional customer service by providing a seamless banking experience.

About the Role:

* You will be responsible for meeting each customer's end-to-end financial needs across transaction activities, needs-based conversations and educating them on digital solutions.
* You will be part of a collaborative team and act as a role model and peer coach to deliver the best possible customer experience.
* You will contribute to a significant uplift in customer engagement and advocacy, and create real customer value.
* You will actively participate in and support bank programs and initiatives.
* You will take responsibility to 'know your customer' from a risk perspective.
* You will ensure compliance with branch policies and procedures.

Key Responsibilities:

- Provide customers with a seamless branch experience
- Be part of a collaborative team and act as a role model and peer coach to deliver the best possible customer experience
- Contribute to a significant uplift in customer engagement and advocacy, and create real customer value
- Actively participate in and support bank programs and initiatives
- Take responsibility to 'know your customer' from a risk perspective
- Ensure compliance with branch policies and procedures

What We Are Looking For:

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

Why Join Us?

We offer a range of benefits including access to health and wellbeing services and discounts on selected products and services from ANZ and more. We also have flexible working arrangements so our people can 'make work, work for them'. You'll feel the impact of your work and we provide opportunities for growth and development in your career.

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