Relationship Advisor (Maternity Leave Cover)

Description:

We are one of Australia's largest, 100% customer-owned mutual banks with credit union heritage. With over 300,000 customers and over 40 branches across five states, we aim to be the best bank for customers and communities. When you join Beyond Bank, you will work for a B Corp and be part of a friendly, inclusive, and supportive environment where you can continue progressing, no matter what stage of your career. Where and how you can work This role will be based within our Wagga Wagga branch with occasional travel to Coolamon and Ganmain) Job Description The Role The Relationship Advisor proactively assists customers in identifying their financial needs, using Banking Reviews and follow-ups. They offer advice on Beyond Bank's products and services through the Exceed platform, ensuring customers understand the features and value. Building long-lasting relationships based on trust and respect is crucial. They collaborate with specialists in Business Banking, Insurance, and Wealth Management to provide tailored solutions and respond promptly to customer queries and complaints. The role involves achieving sales and referral targets across all business lines, consistently meeting performance metrics, and contributing to regional business growth through advocacy and community initiatives. In the role you will

• Provide a local customer owned banking experience to new and existing customers
• Proactively connect customer needs to Beyond Bank's offerings through excellent listening skills
• Manage general enquiries and provide sound advice and information to our customers
• Contribute to a high achieving team environment with your commitment to success and strong work ethic
• Manage customer bank accounts, including opening, closing, and overseeing transactions
• Complete Beyond Bank's Lending Accreditation program
• Collaborate with specialists in the business to deliver the best solution for the customer

Desired Skills and Experience About you You're a caring and customer-focused person excited to learn and grow. You value integrity, especially when handling customer information. Your teamwork and commitment to improvement will help us prioritize our customers' needs and satisfaction.

• Effective communication and relationship-building with customers and colleagues
• Demonstrates empathy, active listening, and conflict resolution skills
• Proficiency in using relevant software, tools, and technologies
• Ability to adapt to new technologies and systems quickly
• Collaborative mindset and ability to work effectively within a team environment
• Contributes positively to team dynamics and shares knowledge
• Proven track record in achieving sales targets
• Ability to identify customer needs and provide tailored solutions
• Exceptional customer service skills and sales effectiveness

See yourself in our team Reporting to the Senior Relationship Manager, you will be joining the Branch Team, a group of dedicated professionals who work tirelessly to provide exceptional support to our customers. Whether you are working face-to-face, or over the phone, you will be committed to ensuring that our customers receive the best possible experience with their banking needs. Why work for Beyond Bank? If you're passionate about innovation and driven by customer-centricity, then a career with Beyond Bank is for you. We are proud to be an equal opportunity employer and employ people from a wide range of backgrounds, including Aboriginal and Torres Strait Islander peoples, people from culturally and linguistically diverse (CALD) backgrounds, and people with disabilities. And there's even more benefits:

• A flexible, and diverse working environment
• Career development opportunities, training and coaching
• Annual paid work-life balance days to boost your annual leave
• Community volunteer days to support many community charities across Australia
• Access to employee discounts, health and wellbeing initiatives, employee and family assistance, plus more
• The chance to be part of an organisation that works for and with customers and their communities to make a difference and change lives.

By joining Beyond Bank, you will have the opportunity to work alongside talented professionals who will support and encourage you to achieve your full potential. If you are passionate about people and want to make a difference, we would love to hear from you. Apply Now! To find out more about Beyond Bank visit beyondbank.com.au or for more information contact u Please be aware the next step in the process may include a phone screen, video interview, virtual or face-to-face interview, psychometric testing, and all relevant background checking. Some positions may require undergoing 4 weeks of mandatory full training. Applications close 17/05/2024 As a certified B Corp we are using our business as a force for good.

Beyond Bank Australia