Customer Banking Specialist: Guide Financial Goals

CommBank; Melbourne; On-site; AUD 55,000 - 75,000; Full time

Job summary

CommBank’s Moe Branch is hiring a Customer Banking Specialist to provide frontline service to customers, discuss banking needs, and promote in-branch technology and digital options.

The role involves advising on Home Loans, Business Banking and Financial Advice, handling account enquiries, and processing applications while upholding CommBank’s risk-aware culture and customer-centric approach.

Qualifications

• Proven experience delivering exceptional Customer Service ideally in Financial Services, Retail or Hospitality
• Excellent communication skills & the ability to articulate financial terms clearly
• Ability to ask the right questions, find solutions, act with integrity and place the customer at the centre of everything you do
• Ability to work in a busy, commercial and driven retail environment whilst seeing the big picture for customers and providing them with holistic solutions
• A genuine interest in building a career with CommBank

Responsibilities

• Have in-depth conversations with every customer about how we can support their overall banking needs including Home Loans, Business Banking & Financial Advice
• Support customers with enquiries, maintenance on accounts and process applications for credit products
• Provide options for the customer through education & demonstration of our in-branch technology and digital banking options
• Problem solve & provide effective solutions whilst championing our processes, procedures & drive our risk-adverse culture

Skills

Customer service

Communication

Financial terms

Problem solving

Integrity

Customer-centric

Job description

CommBank’s Moe Branch is hiring a Customer Banking Specialist to provide frontline service to customers, discuss banking needs, and promote in-branch technology and digital options.

The role involves advising on Home Loans, Business Banking and Financial Advice, handling account enquiries, and processing applications while upholding CommBank’s risk-aware culture and customer-centric approach.