Customer Banking Specialist - Whitford (18.75hr/week)

cb513.xyz

Whitford, , Australia
Meaningful customer conversations
Transactional needs assessment
Financial health checks
Build a personal connection with customers through meaningful conversations

Job Summary

  • Build a personal connection with customers through meaningful conversations.
  • Complete Financial Health Checks to assess customers’ financial needs and identify any changes.
  • Adhere to the Bank’s processes and procedures, including accurately reconciling transactions and reviewing customers’ financial positions.

Matching Summary

Build a personal connection with customers through meaningful conversations.

Skills & Requirements

Must-have

  • meaningful customer conversations
  • transactional needs assessment
  • financial health checks
  • personal loan applications
  • credit card applications
  • adhere to bank processes

Nice-to-have

  • passion for service excellence
  • comfortable working independently
  • participate in community events
  • drive service improvement

Key Requirements

  • Roster availability: Monday, Wednesday, Friday - 9.15am – 4.15pm

Work Rights

Not specified

Tailored Resume

Cover Letter