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Wealth Officer

HAYS

Hays Australia REM Hays is proud to be supporting NAB in the recruitment for a NAB Wealth Officer. Apply for this job now Your new company To be successful with NAB you will go above and beyond to achieve great results for the customer, the company and yourself. NAB is passionate about diversity and inclusion and will guarantee you are a valued member of their community.

NAB’s core values include, Excellence for Customers, Grow Together, Own It, Be Respectful. Your new role The NAB Wealth Officer is part of the Insurance and Wealth Partnerships team. In this Contact Centre role your responsibilities will include: Providing follow up calls to Customers to discuss queries around their investment goals and to hand-over to the appropriate NAB Wealth Manager Taking inbound calls/making outbound calls in relation to queries around financial planning and insurance related referrals from existing NAB customers Adhering to the Service Level Agreements (SLA) Ensuring all client data is accurately prepared, recorded and maintained in the NAB business systems This is a full-time role, for 6 months, with an attractive hourly rate $30.

49 plus Super. What you'll need to succeed Outstanding customer service skills Previous banking/ insurance/ administration/ account management/ customer service experience is highly regarded Strong level of computer literacy Must be well organised and ability to prioritise tasks and meet timelines. Willingness to learn new ideas and processes High level of attention to detail Excellent verbal and written communication skills Ability to adapt to change and problem solving What you'll get in return In exchange for your commitment, you will be offered extensive training.

NAB strives to deliver exceptional outcomes that push the limits and expectations of their employees. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV to michelle.thorphays.

com.au [mailto:michelle.thorphays.

com.au], or call us now 03 9604 9669 LHS 297508 2512720 Hays Australia REM.

Date24 July 2021

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Accounting & Finance Jobs

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