Customer Banking Specialist - Warnbro (33.75hr/wk)

Southsidecb

Warnbro, Western Australia, Australia
Customer interaction and needs assessment
Financial health checks
Loan and credit card applications
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

  • customer interaction and needs assessment
  • financial health checks
  • loan and credit card applications
  • adherence to bank procedures
  • customer feedback capture and action

Nice-to-have

  • passion for service excellence
  • collaborative team environment
  • community engagement participation
  • proactive customer outreach

Key Requirements

  • Ability to ask the right questions and find the right solutions
  • Act with integrity and place the customer at the centre
  • Demonstrate ability to work in a busy retail environment

Work Rights

Not specified

Tailored Resume

Cover Letter