Customer Banking Specialist - Portland

CBA New Digital Businesses Pty Ltd

Portland, Victoria, Australia
Exceptional customer service delivery
In-depth customer conversations
Process credit product applications
As the Customer Banking Specialist in our Portland Branch you’ll have in-depth conversations with every customer about how we can support their overall banking needs including Home Loans, Business Banking & Financial Advice

Job Summary

  • As the Customer Banking Specialist in our Portland Branch you’ll have in-depth conversations with every customer about how we can support their overall banking needs including Home Loans, Business Banking & Financial Advice.
  • Support customers with enquiries, maintenance on accounts and process applications for credit products, complete Financial Health Checks to assess customers’ financial needs and identify any changes.
  • We’re interested in hearing from people who have experience in delivering exceptional customer service ideally in financial services, retail or hospitality.

Matching Summary

As the Customer Banking Specialist in our Portland Branch you’ll have in-depth conversations with every customer about how we can support 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 solve and provide solutions

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
  • Ability to ask questions and find solutions
  • Ability to work in a busy retail environment

Work Rights

Not specified

Tailored Resume

Cover Letter