Branch Customer Service Roles - Perth CBD
Core
Frontline customer service role in a retail bank branch, focusing on building relationships, assessing financial needs, and connecting customers with banking solutions.
Role type
Customer Banking Specialist (Retail Banker)
Builds
Personal banking products, financial health assessments, and customer retention strategies
Domain
Retail Banking / Financial Services
Deliverable
client delivery
Required skills
Financial health assessment, product application processing, in-branch technology guidance, proactive customer outreach, relationship building, service excellence
Preferred skills
Ability to work independently, collaboration with specialist teams, holistic problem solving
Responsibilities
Conduct Financial Health Checks, process loan and credit card applications, guide customers on digital banking tools, make proactive outreach calls, capture and act on customer feedback
Seniority
Individual Contributor