Customer Banking Specialist - 95 William Street (18.75hr/wk)
Thebeverlybank
Base: not specified; bonus/equity: not specified; ...
Part-time branch banking
Customer financial needs assessment
In-branch technology assistance
We deliver a seamless banking experience for over 10 million personal and small business customers
Job Summary
We deliver a seamless banking experience for over 10 million personal and small business customers.
In this role you will work collaboratively with your Branch Manager and colleagues to deliver outstanding outcomes for every customer you deal with.
You will build personal connections with customers, assist with digital banking, perform financial assessments, and proactively engage customers to ensure their needs are met.
Matching Summary
We deliver a seamless banking experience for over 10 million personal and small business customers.
Salary
Base: Not specified; Bonus/Equity: Not specified; Benefits: Not specified
Skills & Requirements
Must-have
Part-time branch banking
Customer financial needs assessment
In-branch technology assistance
Transactional processing and reconciliation
Financial Health Checks
Customer relationship building
Nice-to-have
Community engagement and fundraising
Collaborative team environment
Proactive customer outreach
Service excellence focus
Ability to work independently
Key Requirements
Availability Monday to Wednesday 9.15am–4.15pm
Ability to work in a busy retail banking environment
Experience with personal loans and credit card applications