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Relationship Advisor

Beyond Bank Australia - Sydney, NSW

Banking & Finance
Source: uWorkin


Beyond Bank Australia is one of Australia's largest customer owned banks with a long and proud history of success, credibility and banking expertise. With branches across the nation, and employing more than 600 staff,

Beyond Bank Australia creates financial wellbeing for individuals, families, businesses and communities.

We currently have an exciting permanent full-time opportunity to join our Singleton team. Reporting to the Senior Relationship Manager, you will operate in a collaborative environment, delivering a distinctive customer experience.

Job Description

As Relationship Advisor, you will:

  • Provide a local customer owned banking experience to new and existing customers
  • Proactively connect customer needs to Beyond Banks offerings through excellent listening skills
  • Contribute to a high achieving team environment with your commitment to success and strong work ethic
  • Engage and assist customers to identify short, medium, long term needs and aspirations
  • Collaborate with specialists in the business to deliver the best solution for the customer
  • Deepening the relationship with new and existing customers through having needs-based conversations to understand their current and future needs, identify opportunities and providing individualised banking solutions and through this, change lives
  • Managing general lending enquiries and providing sound advice and information to customers
  • Contributing to a successful team environment
Desired Skills and Experience

You will possess the following skills and experience:
  • Experience in lending is desirable, but not essential
  • The ability to have genuine, needs-based conversations with customers to uncover and fulfil their stated and future needs
  • A passion for building lasting customer relationships and serving the local community
  • The ability to work cohesively as part of a collaborative team
  • Excellent problem solving and analytical skills
If you are passionate about customer service and want to make a difference within the local community we want to hear from you today! Your ability to excel in a dynamic and change-oriented environment will add further to your success.

Beyond Bank are proud to be Australia's largest B Corp bank. We use our business as a force for good by meeting the highest standards of social and environmental performance, transparency and accountability.

Applications close COB Tuesday 11th May 2021.

Beyond Bank Australia