Relationship Advisor

  • Permanent role 
  • Banking industry 
  • Canberra based 
Our client is an Australian customer-owned bank operating across the country - in ACT, NSW, SA, VIC and WA.

They are looking for a Relationshop Advisor to work in a customer focused role. This role is responsible for acquiring customer outcomes and leads that achieve business growth. 

Key duties:
  • Proactively assist customers to identify short, medium, long term needs and aspirations, and act on this information through proficient use of Banking Reviews and future follow ups
  • Provide timely advice on our range of financial products and services, offer solutions that meet customers’ needs and are relevant to their life stage goals through Exceed
  • Achieve sales and referral budgets in all lines of business including loans, deposits, insurance and wealth management
  • Respond promptly to queries, requests and complaints, delivering consistent and reliable service
Skills and experience:
  • Retail experience desirable
  • Strong communication skills 
  • Technical literacy 

Canberra (Canberra)
Snehal Shintre