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, process credit product applications, and complete Financial Health Checks.
This role involves educating customers on in-branch technology and digital banking options, problem-solving, and championing company processes and procedures.
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
Customer service experience
Financial services experience
Retail banking operations
Digital banking support
Financial Health Checks
Nice-to-have
Hospitality experience
Articulate financial terms clearly
Problem-solving skills
Risk-adverse culture champion
Key Requirements
Experience in financial services, retail or hospitality