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 to assess their financial needs.
The role involves educating customers on in-branch technology and digital banking options, problem-solving, and championing the company'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
Clear articulation of financial terms
Problem solving and effective solutions
Championing processes and procedures
Risk-adverse culture adherence
Nice-to-have
Interest in building a career
Improving financial wellbeing
Working in a busy retail environment
Holistic customer solutions
Key Requirements
Proven experience delivering exceptional Customer Service
Experience in Financial Services, Retail or Hospitality
Ability to ask the right questions and find solutions