Customer Banking Advisor - Financial Health & Solutions

Commonwealth Bank; Warragul; On-site; AUD 52,000 - 68,000; Part time

Job summary

Commonwealth Bank in Warragul is seeking a Customer Banking Specialist to engage customers on Home Loans, Everyday Banking, and Financial Advice, helping them choose solutions that fit their lives. This role involves clear explanation of products and digital options.

You will work in a busy branch environment, handle maintenance on accounts, complete Financial Health Checks, demonstrate in-branch technology, and uphold risk-aware processes while putting customers first.

Qualifications

• Proven experience delivering exceptional Customer Service in Financial Services, Retail or Hospitality.
• Excellent communication skills and the ability to articulate financial terms clearly.
• Ability to ask the right questions, find solutions, and keep customers at the centre.
• Ability to work in a busy retail environment and provide holistic solutions.

Responsibilities

• Have in-depth conversations with customers about banking needs including Home Loans, Business Banking & Financial Advice.
• Support customers with enquiries, account maintenance and applications for credit products.
• Complete Financial Health Checks to assess customers’ financial needs and changes.
• Demonstrate in-branch technology and digital banking options to customers.
• Problem solve and uphold processes while contributing to a risk-aware culture.

Skills

Customer Service

Communication

Financial Explanation

Problem Solving

Job description

Commonwealth Bank in Warragul is seeking a Customer Banking Specialist to engage customers on Home Loans, Everyday Banking, and Financial Advice, helping them choose solutions that fit their lives. This role involves clear explanation of products and digital options.

You will work in a busy branch environment, handle maintenance on accounts, complete Financial Health Checks, demonstrate in-branch technology, and uphold risk-aware processes while putting customers first.