Customer Banking

Financial Services

CustomerBankingSpecialist

A$65–85k ~AI est. Elizabeth, South Australia, Australia FULL TIME
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid+ candidates.

The Brief

“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.

Financial Services
Problems you'll solve

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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