Personal Banker - Geelong, 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 retail banker (sales & service)
Builds
Personal banking products and services for retail customers
Domain
Retail Banking
Deliverable
client delivery
Required skills
Customer service, sales, product knowledge, performance KPIs achievement, navigating multiple systems
Responsibilities
Engage customers in-person and via phone, refer customers to specialist teams (Home Loans, Business Banking), coach customers on digital banking, achieve sales and referral targets
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