CommBank
Retail Bank
CustomerBankingSpecialist
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Customer Banking Specialist at CommBank. Skills: Customer service, Financial advice. Build personal connection with customers. Help customers use technology”
What You'll Achieve.
Deliver outstanding outcomes for every customer; Ensure customers leave satisfied; Drive improvement
Industry & Context.
Find the right solutions
What They're Looking For.
Must Have
Ability to ask the right questions, Find the right solutions, Act with integrity, Place the customer at the centre, Ability to work in a busy, commercial and driven retail environment, See the big picture for customers, Provide holistic solutions
Nice to Have
Passion for service excellence, Comfortable working independently, Ability to refer customers to other specialist team members, Genuine passion for the customer, Doing the right thing to ensure customer needs are first
What You'll Do.
Build personal connection with customers
Help customers use technology
Respond to transactional needs
Complete Financial Health Checks
Process applications for personal loans
Proactively call customers
Adhere to Bank's processes
Engage with customers in community events
Look out for safety and wellbeing
Use tools to capture customer feedback
How You'll Work.
Team & Collaboration
Work collaboratively with Branch Manager and colleagues; Refer customers to other specialist team members
Communication Scope
Meaningful conversations
Full Job Description
**We are looking for Customer Banking Specialists to join our talent pool! We are building a talent pool for upcoming full-time and part-time opportunities across our Midland, Kalamunda and Belmont branch network. We currently have a vacancy at Belmont and candidates may also be considered for nearby branches based on availability and preference.** Rosters are predetermined. Please ensure you are available for the following roster before applying: **Current role vacancy - Belmont Permanent Part time, 30 hours/week:** * Monday - Friday, 9.15 am – 4.00pm **See yourself in our team** The Retail Bank is the public face of CommBank - in branches, on the phone, through video conferencing and online. Together we deliver a seamless banking experience for the future to our 10 million+ personal and small business customers. **Do work that matters** In this role you will work collaboratively with your Branch Manager and colleagues to deliver outstanding outcomes for every customer you deal with. Your understanding of your customers and the Bank’s offerings means you always know the right specialist to refer customers to for their more complex needs. **More specifically you will:** * Build a personal connection with customers through meaningful conversations * Work with customers to help them use our in-branch technology and digital banking options * Ask about and respond to customers’ transactional needs in the branch, ensuring they leave satisfied * Complete Financial Health Checks to assess customers’ financial needs and identify any changes * Perform interviews and process applications for personal loans, credit cards and associated products * Proactively call customers to build rapport and invite them into the branch for a Financial Health Check or an appointment with a specialist * Adhere to the Bank’s processes and procedures, including accurately reconciling transactions and reviewing customers’ financial positions * Engage with customers by participating in community e
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