Part-Time Customer Banking Specialist

Commonwealth Bank; Mildura; On-site; AUD 38,000 - 56,000; Part time

Job summary

Commonwealth Bank is seeking a Customer Banking Specialist to join our Wangaratta branch on a part-time basis (24 hours per week). The role involves building rapport with customers, guiding them through in-branch and digital banking options, and identifying financial needs.

You will conduct Financial Health Checks, process loan and credit card applications, and refer customers to specialists as needed. The position requires collaboration with the Branch Manager and team to ensure outstanding

Qualifications

• Able to build rapport with customers.
• Comfortable guiding customers through in-branch and digital banking options.
• Demonstrates integrity and customer-centric approach.
• Thrives in a busy retail banking environment.

Responsibilities

• 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

Skills

Customer service

Communication

Needs assessment

Digital banking

Job description

Commonwealth Bank is seeking a Customer Banking Specialist to join our Wangaratta branch on a part-time basis (24 hours per week). The role involves building rapport with customers, guiding them through in-branch and digital banking options, and identifying financial needs.

You will conduct Financial Health Checks, process loan and credit card applications, and refer customers to specialists as needed. The position requires collaboration with the Branch Manager and team to ensure outstanding