Are you an experienced Finance Consultant or banking professional who thrives on building strong customer relationships, understanding client needs and delivering tailored financial solutions?
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Complete Staff Solutions is seeking an experienced and motivated Finance Consultant to join a leading finance business based in Casino and play a key role in supporting customers and the broader Northern Rivers community.
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Finance Consultant
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Casino, NSW.
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Are you an experienced Finance Consultant or banking qualified who thrives on building strong customer relationships, understanding client needs and delivering tailored financial solutions?
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Complete Staff Solutions is seeking an experienced and motivated Finance Consultant to join a leading finance business based in Casino and play a key role in supporting customers and the broader Northern Rivers community.
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About the Role
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The Finance Consultant is responsible for delivering exceptional customer service, building and maintaining strong client relationships, and assisting customers across a range of financial products including lending and investments. The role supports branch operations while identifying opportunities to meet customer needs and contribute to business growth.
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Key Responsibilities
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- Build sustainable and meaningful relationships with customers and the local community.
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- Service existing customers across our clients product offering including lending and investment solutions.
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- Identify customers' broader financial needs and refer complex enquiries to specialist team members.
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- Provide factual product information (no advice) to prospective and existing customers.
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- Accurately record customer interactions and outcomes in CRM systems.
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- Support day-to-day branch operations including customer enquiries and administrative tasks.
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- Maintain up-to-date branch documentation, collateral and product information.
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- Collaborate with internal teams to support customer outcomes and settlement processes.
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- Contribute to achieving branch sales and growth targets.
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- Ensure compliance with internal policies, procedures and relevant regulatory requirements.
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- Undertake general administrative and ad-hoc duties as required.
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About You
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To be successful, you will bring:
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- Strong customer service and relationship management skills.
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- Experience in banking, lending, finance or a customer-facing sales role.
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- Excellent communication and interpersonal skills.
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- Ability to identify customer needs and provide suitable solutions.
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- Sound organisational and time management skills.
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- Basic understanding of lending, investments or financial products (desirable).
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- Ability to work collaboratively in a team environment.
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Why Join?
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This an opportunity to make a genuine impact in the Northern Rivers community, be apart of a supportive team and help customers achieve their financial goals.
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If you are ready to take the next step in your finance career, we want to hear from you.