Customer Banking
Financial Services
CustomerBankingSpecialist
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Customer Banking Specialist at Customer Banking. Skills: Customer service, Financial needs assessment. Build personal connection with customers. Work with customers on technology”
What You'll Achieve.
Deliver outstanding outcomes for customers
Industry & Context.
Find right solutions
What They're Looking For.
Must Have
38 hours per week, Permanent Part time
What You'll Do.
Build personal connection with customers
Work with customers on technology
Respond to transactional needs
Complete Financial Health Checks
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
Reconcile transactions accurately
Review customers' financial positions
Engage with customers in events
Participate in community events
Look out for team wellbeing
Capture customer feedback
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’re seeking a Customer Banking Specialist to join our Elizabeth branch working Full time.** Rosters are predetermined. Please ensure you are available for the following roster before applying: **Permanent Part time, 38 hours per week** * Monday - Friday, 8.30am - 4.51pm **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 improvement **We’re interested in hearing from people who** * Have the ability to ask the right ques
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