Customer Banking Specialist - Home Loans & Financial Advice

Commonwealth Bank; Sydney; On-site; AUD 55,000 - 70,000; Full time

Job summary

Commonwealth Bank is seeking a Customer Banking Specialist for the Pacific Square Shopping Centre Branch in Sydney. This role is part of Retail Banking Services, delivering a seamless banking experience to customers and helping with day-to-day banking needs.

You will conduct in-depth conversations, assist with Home Loans, Business Banking and Financial Advice, support account maintenance and credit applications, and showcase in-branch technology and digital banking options to customers.

Qualifications

• Experience delivering exceptional customer service in financial services, retail or hospitality.
• Strong communication; ability to explain financial terms clearly.
• Ability to ask the right questions and provide holistic financial solutions.

Responsibilities

• Have in-depth conversations with customers about 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 customers through education & demonstration of in-branch technology and digital banking options
• Problem solve and provide effective solutions while following processes and risk culture

Skills

Customer service

Communication skills

Financial terms explained

Questioning & problem solving

Customer-centric

Retail experience

Job description

Commonwealth Bank is seeking a Customer Banking Specialist for the Pacific Square Shopping Centre Branch in Sydney. This role is part of Retail Banking Services, delivering a seamless banking experience to customers and helping with day-to-day banking needs.

You will conduct in-depth conversations, assist with Home Loans, Business Banking and Financial Advice, support account maintenance and credit applications, and showcase in-branch technology and digital banking options to customers.