Customer Banking Specialist - Erina
Core
Frontline banking specialist delivering seamless banking experiences and financial solutions to personal and small business customers in a retail branch.
Role type
Retail Banking Specialist (Customer Service)
Builds
Customer relationships and financial product adoption
Domain
Banking / Financial Services
Deliverable
product features
Required skills
Customer service, financial product knowledge, credit application processing, financial health assessment, in-branch technology demonstration, problem solving
Preferred skills
Experience in financial services, retail, or hospitality, ability to articulate financial terms, integrity, commercial awareness
Responsibilities
Conduct in-depth conversations to support 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-adverse processes