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 to assess their needs.
The role involves problem-solving, providing effective solutions, championing processes, and driving a risk-adverse culture while educating customers on in-branch technology and digital banking.
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
Articulate financial terms clearly
Ask right questions find solutions
Champion processes procedures
Work in busy retail environment
Nice-to-have
Holistic customer solutions
Improve financial wellbeing
Act with integrity
Customer at centre of everything
Key Requirements
Proven experience in Financial Services, Retail or Hospitality