Personal Banking & Financial Solutions Specialist

Commonwealth Bank of Australia; Northern Beaches; On-site; AUD 55,000 - 70,000; Full time

Job summary

Commonwealth Bank of Australia in Castle Towers Branch seeks a Customer Banking Specialist to assist customers with a range of banking needs, including home loans, business banking, and financial advice. You will handle account enquiries, process applications for credit products, and demonstrate branch technology and digital options.

You will problem-solve and deliver solutions while maintaining risk controls in a busy retail environment and focusing on customer outcomes.

Qualifications

• Proven experience delivering exceptional Customer Service in Financial Services, Retail or Hospitality.
• Excellent communication skills and ability to articulate financial terms clearly.
• Ability to ask the right questions, find solutions, act with integrity and place the customer at the centre.

Responsibilities

• Have in-depth conversations with customers about home loans, business banking and financial advice.
• Support customers with account enquiries and process credit product applications.
• Educate customers on in-branch technology and digital banking options.
• Problem solve and provide effective solutions while upholding risk and process standards.

Skills

Customer service

Communication

Problem solving

Financial terms

Job description

Commonwealth Bank of Australia in Castle Towers Branch seeks a Customer Banking Specialist to assist customers with a range of banking needs, including home loans, business banking, and financial advice. You will handle account enquiries, process applications for credit products, and demonstrate branch technology and digital options.

You will problem-solve and deliver solutions while maintaining risk controls in a busy retail environment and focusing on customer outcomes.