Commonwealth Bank
CustomerBankingSpecialist
“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
Applying for this Customer Banking Specialist role?
Most applicants get filtered before a human reads their resume. See if yours makes the cut.
How to Apply on Workday
- Workday has a multi-step form — save your progress after every section.
- "Apply With LinkedIn" can fail or lose data; manual entry is more reliable.
- Watch for the "Submit for Review" final step — hitting "Save" alone does not submit.
- Job requisition numbers are useful when following up with HR by email.
ANONYMOUS · UNFILTERED
What do employees actually say about Commonwealth Bank?
Real rants from real employees. Read before you apply.