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.
The role involves educating customers on in-branch technology and digital banking options, problem-solving, and championing company processes and 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 & Financial Advice.
Skills & Requirements
Must-have
Exceptional customer service delivery
In-depth customer conversations
Process credit product applications
Demonstrate in-branch technology
Provide effective solutions
Risk-adverse culture championing
Nice-to-have
Financial services experience
Retail or hospitality experience
Articulate financial terms clearly
Ask the right questions
Act with integrity
Place customer at centre
Interest in career growth
Key Requirements
Proven experience delivering exceptional customer service