Commonwealth Bank
Financial Services
CustomerBankingSpecialist
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Customer Banking Specialist at Commonwealth Bank. Skills: Customer service, Sales, Banking products. Build personal connection with customers. Help customers use technology”
What You'll Achieve.
Deliver outstanding outcomes for customers
Industry & Context.
Find right solutions
What They're Looking For.
Must Have
16 hours/week availability
What You'll Do.
Build personal connection with customers
Help customers use technology
Respond to transactional needs
Complete Financial Health Checks
Identify customer financial needs
Process loan applications
Process credit card applications
Call customers to build rapport
Reconcile transactions accurately
Review customers' financial positions
Engage with customers in events
Capture customer feedback
Correct service breaks
Drive service improvement
How You'll Work.
Team & Collaboration
Work with Branch Manager; Work with colleagues
Communication Scope
Meaningful conversations
Full Job Description
Our 96 King William Street branch currently has 2 part time opportunities available for a customer service professional! Rosters are predetermined. Please ensure you are available for the following roster before applying. **Permanent Part time, 16 hours/week:** * Monday - Friday, 12.00pm - 4.00pm **Permanent Part time, 16 hours/week:** * Monday - Friday, 11.00am - 3.00pm **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 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 service breaks and drive i
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