Job Summary

• As the Customer Banking Specialist in our Balwyn Branch, you will have in-depth conversations with every customer about how we can support their overall banking needs including Home Loans, Business Banking & Financial Advice.
• You will 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 are interested in hearing from people who have proven experience delivering exceptional Customer Service ideally in Financial Services, Retail or Hospitality with excellent communication skills.

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Skills & Requirements

Key Requirements

• Proven experience in Financial Services, Retail or Hospitality
• Excellent communication skills
• Ability to articulate financial terms clearly
• Ability to ask the right questions and find solutions
• Ability to work in a busy retail environment

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