Customer Banking Specialist - Scottsdale

Bonneville Bank

Scottsdale, Tasmania, Australia
Exceptional customer service delivery
In-depth customer conversations
Process credit product applications
As the Customer Banking Specialist, you will have in-depth conversations with customers about their overall banking needs, including Home Loans, Business Banking & Financial Advice

Job Summary

  • As the Customer Banking Specialist, you will have in-depth conversations with customers about their overall banking needs, including Home Loans, Business Banking & Financial Advice.
  • You will support customers with enquiries, account maintenance, process credit product applications, and complete Financial Health Checks to assess their needs.
  • The role involves educating customers on in-branch technology and digital banking options, problem-solving, and championing risk-adverse culture within a multi-channel branch environment.

Matching Summary

As the Customer Banking Specialist, you will have in-depth conversations with customers about their overall banking needs, including Home Loans, Business Banking & Financial Advice.

Skills & Requirements

Must-have

  • Exceptional customer service delivery
  • In-depth customer conversations
  • Process credit product applications
  • Demonstrate in-branch technology
  • Problem-solving and effective solutions
  • Champion risk-adverse culture

Nice-to-have

  • Financial services experience
  • Retail or hospitality background
  • Articulate financial terms clearly
  • Holistic customer solutions
  • Improve financial wellbeing

Key Requirements

  • Proven exceptional customer service experience
  • Excellent communication skills
  • Ability to ask the right questions
  • Act with integrity
  • Place customer at the centre
  • Work in busy retail environment

Work Rights

Not specified

Tailored Resume

Cover Letter