Personal Banking Advisor – Home Loans & Finances

CommBank; Bathurst; On-site; AUD 40,000 - 60,000; Part time

Job summary

CommBank in Bathurst is seeking a Customer Banking Specialist for a Part Time Roster (30 hours per week) across Monday, Tuesday, Thursday and Friday, 9.00am–4.15pm. You will engage with customers to support Home Loans, Business Banking and Financial Advice, handle account enquiries, and process credit applications.

You will conduct Financial Health Checks, educate customers on branch technology and digital options, and help deliver holistic banking solutions in a fast-paced retail environment.

Qualifications

• Proven experience delivering exceptional Customer Service ideally in Financial Services, Retail or Hospitality.
• Excellent communication skills & the ability to articulate financial terms in a clear way.
• The 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 and improving the financial wellbeing and lives of our customers.

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.
• Complete Financial Health Checks to assess customers’ financial needs and identify any changes.
• 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-averse culture.

Skills

Customer service

Communication skills

Integrity

Customer-focused

Job description

CommBank in Bathurst is seeking a Customer Banking Specialist for a Part Time Roster (30 hours per week) across Monday, Tuesday, Thursday and Friday, 9.00am–4.15pm. You will engage with customers to support Home Loans, Business Banking and Financial Advice, handle account enquiries, and process credit applications.

You will conduct Financial Health Checks, educate customers on branch technology and digital options, and help deliver holistic banking solutions in a fast-paced retail environment.