Customer Banking Specialist - Dee Why
Core
Deliver a seamless banking experience to personal and small business customers through in-branch conversations, account maintenance, and credit product applications.
Role type
Customer Banking Specialist (Retail Banking)
Builds
Customer banking solutions and financial advice for personal and small business customers
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Customer service, financial product knowledge, communication, problem solving, risk management
Responsibilities
Have in-depth conversations with customers about banking needs including Home Loans, Business Banking & Financial Advice; Support customers with enquiries, maintenance on accounts and process applications for credit products; Provide options for the customer through education & demonstration of in-branch technology and digital banking options; Problem solve & provide effective solutions whilst championing processes, procedures & drive risk-adverse culture