Customer Banking Specialist - Orange
Core
Frontline banking specialist delivering in-branch customer service, financial health checks, and credit product applications for personal and small business customers.
Role type
Customer Banking Specialist (Retail Branch)
Builds
In-branch banking solutions and customer financial plans
Domain
Retail Banking / Financial Services
Deliverable
client delivery
Required skills
Customer service, financial product knowledge, communication, problem solving, risk awareness
Responsibilities
Conduct in-depth conversations to assess overall banking needs, support account maintenance and process credit applications, complete Financial Health Checks, demonstrate digital banking options, solve customer problems while adhering to risk procedures