Branch Banking Specialist & Financial Advisor

CommBank; Traralgon; On-site; AUD 65,000 - 75,000; Full time

Job summary

CommBank in Traralgon is looking for a Customer Banking Specialist to deliver personalised banking support and education to customers. You’ll discuss Home Loans, Business Banking and Financial Advice while guiding clients through in-branch technology and digital options.

You’ll handle enquiries, account maintenance, and credit product applications in a fast-paced retail environment, putting customers at the centre of everything you do and upholding risk-aware processes.

Qualifications

• Proven experience delivering exceptional customer service in financial services or related sectors.
• Excellent communication and ability to explain financial terms clearly.
• Ability to ask questions, find solutions and place the customer at the centre.

Responsibilities

• Have in-depth conversations with customers about banking needs including Home Loans, Business Banking & Financial Advice.
• Assist customers with account enquiries, maintenance and credit product applications.
• Introduce options through education and in-branch digital banking tools.
• Problem solve while adhering to processes and risk management practices.

Skills

Customer service

Financial products

Communication skills

Problem solving

Job description

CommBank in Traralgon is looking for a Customer Banking Specialist to deliver personalised banking support and education to customers. You’ll discuss Home Loans, Business Banking and Financial Advice while guiding clients through in-branch technology and digital options.

You’ll handle enquiries, account maintenance, and credit product applications in a fast-paced retail environment, putting customers at the centre of everything you do and upholding risk-aware processes.