Customer Banking Specialist - Potts Point

CBA New Digital Businesses Pty Ltd

Potts Point, AU
Part-time (20 hours per week, set schedule)
Exceptional customer service delivery
In-depth customer conversations
Process credit product applications
CBA New Digital Businesses is seeking a part-time Customer Banking Specialist for its Potts Point branch, focused on delivering exceptional customer service and supporting clients with their banking needs. The role requires strong communication skills and a customer-centric approach, with an emphasis on building long-term relationships

Job Summary

  • As the Customer Banking Specialist, 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, and complete Financial Health Checks to assess customers’ financial needs.
  • You will provide options for the customer through education & demonstration of our in-branch technology and digital banking options, problem solve & provide effective solutions whilst championing our processes, procedures & drive our risk-adverse culture.

Matching Summary

Match Score: 85

CBA New Digital Businesses is seeking a part-time Customer Banking Specialist for its Potts Point branch, focused on delivering exceptional customer service and supporting clients with their banking needs. The role requires strong communication skills and a customer-centric approach, with an emphasis on building long-term relationships.

Skills & Requirements

Must-have

  • Exceptional customer service delivery
  • In-depth customer conversations
  • Process credit product applications
  • Demonstrate in-branch technology
  • Provide effective solutions
  • Champion risk-adverse culture

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 building career

Key Requirements

  • Proven experience delivering exceptional Customer Service
  • Excellent communication skills
  • Ability to articulate financial terms
  • Ability to ask the right questions
  • Ability to find solutions
  • Ability to act with integrity
  • Ability to place the customer at the centre
  • Ability to work in a busy retail environment
  • Ability to see the big picture for customers
  • Ability to provide holistic solutions

Work Rights

Not specified

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