Customer Banking Specialist - Whitford (18.75hr/week)

Cobcv

Whitford, , Australia
Customer needs assessment
Financial health checks
Process loan 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 needs assessment
  • Financial Health Checks
  • Process loan applications
  • Adhere to bank procedures
  • Capture customer feedback

Nice-to-have

  • Passion for service excellence
  • Work independently and collaboratively
  • Community engagement
  • Drive service improvement

Key Requirements

  • Part-time availability
  • Roster adherence

Work Rights

Not specified

Tailored Resume

Cover Letter