Personal Banker - Mount Waverley, VIC
Core
Proactively engage with customers in-person and over the phone to uncover financial needs, assist in achieving financial goals, and coach on digital banking offerings.
Role type
Frontline sales and service banker
Builds
Customer financial solutions and digital adoption
Domain
Retail Banking
Deliverable
product features
Required skills
Customer relationship management, sales target achievement, phone-based sales, financial product knowledge, multi-system navigation
Responsibilities
Engage customers in-person and over the phone, refer customers to specialist teams, coach customers on digital banking, achieve sales and referral targets