As the Customer Banking Specialist, you will have in-depth conversations with customers about their banking needs, including Home Loans, Business Banking, and 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, and Financial Advice.
You will support customers with enquiries, account maintenance, and process credit product applications, while also completing Financial Health Checks.
The role involves educating customers on in-branch technology and digital banking options, problem-solving, and championing company 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, and 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 career growth
Improving financial wellbeing
Holistic customer solutions
Digital banking demonstration
Key Requirements
Proven customer service experience
Financial Services, Retail, or Hospitality background