As the Customer Banking Specialist, you will have in-depth conversations with customers about their banking needs, including Home Loans, Business Banking, and 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, and Financial Advice.
You will support customers with enquiries, account maintenance, process credit product applications, and complete Financial Health Checks to assess their financial needs.
The role involves educating customers on in-branch technology and digital banking options, problem-solving, and championing processes while maintaining a 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, and Financial Advice.
Skills & Requirements
Must-have
Exceptional customer service delivery
In-depth customer conversations
Process credit product applications
Financial Health Checks
In-branch technology demonstration
Problem solving and solution provision
Nice-to-have
Act with integrity
Customer at the centre
Genuine career interest
Retail environment experience
Key Requirements
Experience in financial services, retail or hospitality
Excellent communication skills
Ability to articulate financial terms clearly
Ability to ask questions and find solutions
Ability to work in a busy, commercially driven retail environment