Customer Banking Specialist - Gladstone
Core
Front-line banking specialist delivering in-branch customer service, account maintenance, and credit product applications for personal and small business customers.
Role type
Customer Banking Specialist
Builds
Seamless banking experience for 10 million+ customers via in-branch interactions
Domain
Retail Banking
Deliverable
client delivery
Required skills
Customer service, financial needs assessment, credit product application processing, in-branch technology demonstration, problem solving, risk adherence
Preferred skills
Experience in financial services, retail, or hospitality, ability to articulate financial terms, holistic solution design
Responsibilities
Conduct in-depth customer conversations regarding Home Loans, Business Banking, and Financial Advice; Support account maintenance and process credit applications; Complete Financial Health Checks; Demonstrate digital banking options; Solve customer problems while adhering to risk-adverse processes