Commonwealth Bank
CustomerBankingSpecialist
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Customer Banking Specialist at Commonwealth Bank. Skills: Customer relationship building, Financial needs assessment, Product referral. Build personal connection with customers. Work with customers on technology use”
What You'll Achieve.
Deliver outstanding outcomes for customers
Industry & Context.
Find the right solutions
What They're Looking For.
Must Have
Ability to ask the right questions, Ability to find the right solutions, Act with integrity, Place the customer at the centre, Work in a busy 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 specialists
What You'll Do.
Build personal connection with customers
Work with customers on technology use
Respond to transactional needs
Complete Financial Health Checks
Assess customers' financial needs
Identify changes in financial needs
Perform interviews for loans
Process applications for loans
Process applications for credit cards
Proactively call customers
Build rapport with customers
Invite customers for checks
Invite customers for appointments
Adhere to Bank's processes
Adhere to Bank's procedures
Reconcile transactions accurately
Review customers' financial positions
Engage with customers in events
Participate in fundraising
Look out for team safety
Look out for team wellbeing
Use tools to capture feedback
Take action to correct service breaks
Drive service improvement
How You'll Work.
Team & Collaboration
Collaborate with Branch Manager; Collaborate with colleagues
Communication Scope
Meaningful conversations
Full Job Description
**We are looking for 2 Customer Banking Specialists to join our Karratha branch. We have 1 full time and 1 Part Time opportunity.** Please note that rosters are predetermined. Before applying please ensure you are available to cover the following roster. **Roster (Full Time):** * **Monday - Friday** ; 8.30am - 4.51pm **Roster (Part Time - 25 hours/Week):** * **Monday - Friday** ; 8.30am - 1.30pm **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 events and fundraising activities * Look out for the safety and wellbeing of your team * Use tools to capture customer feedback, and take action to correct any s
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