Securities, Commodities, and Financial Services Sales Agents

Job Description

As a Personal Banker Associate, you will play a vital role in assisting customers with their banking needs while delivering outstanding customer service. This position demands excellent communication skills and the ability to solve problems effectively, fostering long-term relationships with clients.

Responsibilities

• Guide customers through the banking process, ensuring a seamless experience.
• Cultivate strong relationships with clients to foster loyalty and retention.
• Promote and educate customers about financial products and services.
• Conduct account maintenance and ensure customer data accuracy.
• Perform cash handling duties and adhere to financial regulations.
• Engage in community outreach to attract new business.
• Work collaboratively with other departments for tailored customer solutions.
• Support customers in understanding their financial options effectively.
• Handle customer complaints and feedback professionally.
• Provide training to new staff on customer service best practices.

Requirements

Education

• Australian Certificate III in Financial Services
• Relevant tertiary qualification in finance or business is preferred

Experience

• Prior experience in a customer service role, preferably in banking or financial services

Technical Skills

• Banking Software Proficiency
• Microsoft Office

Soft Skills

• Communication Skills
• Attention to Detail
• Problem-Solving
• Teamwork

Languages

• English: Fluent

Advantageous

• Sales Experience: Experience in sales or cross-selling banking products.
• Regulatory Knowledge: Understanding of regulatory compliance in the banking sector.
• Bilingual: Proficiency in another language is advantageous.

Benefits

• Competitive salary starting from AUD 45,000 to AUD 60,000 per year.
• Superannuation contribution.
• Comprehensive training and development programs.
• Opportunities for career advancement.
• Employee discounts on various banking products.

Company Culture

• Innovation: We encourage innovative ideas and solutions to foster growth.
• Team Collaboration: A collaborative environment where teamwork is valued and encouraged.
• Commitment to Customer Satisfaction: Our focus is always on providing the best customer experience.