As the Customer Banking Specialist, you will have in-depth conversations with customers about their overall 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 overall banking needs, including Home Loans, Business Banking & Financial Advice.
Support customers with enquiries, account maintenance, and process applications for credit products, while completing Financial Health Checks to assess their financial needs.
Provide options for customers through education and demonstration of in-branch technology and digital banking options, problem-solving effectively while championing processes and procedures.
Matching Summary
As the Customer Banking Specialist, you will have in-depth conversations with customers about their overall banking needs, including Home Loans, Business Banking & Financial Advice.
Skills & Requirements
Must-have
Exceptional customer service delivery
In-depth customer conversations
Process credit product applications
Financial Health Checks
Digital banking options demonstration
Problem-solving and effective solutions
Nice-to-have
Act with integrity
Customer at the centre
Busy retail environment
See the big picture
Holistic customer solutions
Key Requirements
Proven customer service experience
Financial Services, Retail, or Hospitality experience