As the Customer Banking Specialist, you will have in-depth conversations with customers about their 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 banking needs, including Home Loans, Business Banking & Financial Advice.
You will support customers with enquiries, account maintenance, and process applications for credit products, while also completing Financial Health Checks.
The role involves educating customers on in-branch technology and digital banking options, problem-solving, and championing the bank's processes and risk-adverse culture.
Matching Summary
As the Customer Banking Specialist, you will have in-depth conversations with customers about their 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 solve and provide solutions
Champion processes and procedures
Nice-to-have
Financial Services or Retail experience
Articulate financial terms clearly
Ask the right questions
Act with integrity
Customer at the center
Busy retail environment awareness
Key Requirements
Proven experience delivering exceptional Customer Service