Your new company Bank First provides retail banking to its members by providing a better value banking experience and delivering outstanding customer service. Through strong deposits and high quality loan growth, this organisation has built a strong financial position. It offers a range of products and services to support its members management of their financial affairs.
Your new role Reporting to the Sales Support Officer, you will be responsible for providing service to, and fostering our relationship with Financial Planning clients. The occupant of this position is responsible for timely and accurate implementation of advice recommendations and production of advice documents as required.
What you'll need To be successful, you will have previous experience in Financial Planning with excellent interpersonal and communication skills, coupled with exceptional customer service experience. Experience with to MS Word and Excel and financial planning software.
You will have a Diploma of Financial Services, and be willing to undertake continuous and/or refresher training when required. Advance Diploma of Financial Planning is desirable.
What you will get in return
This rare opportunity will see you working for an award-winning organization, helping to build and embed the Bank First brand in the market and demonstrate the value of banking with a customer owned bank. The offer is a competitive salary package and a broad range of other benefits reflective of our healthy culture and people engagement.