Customer Banking Consultant (Contact Centre)
Hybrid
Core
Support customers with everyday banking needs through personalized conversations in a contact centre environment.
Role type
Customer Banking Consultant (Contact Centre)
Builds
Customer relationships and financial outcomes
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Financial wellbeing conversations, account opening, loan applications, credit card applications, KYC compliance, digital banking education, inbound/outbound contact
Preferred skills
Banking experience, Business/Commerce/Finance qualifications
Responsibilities
Conduct financial wellbeing conversations, assist with opening accounts and term deposits, process personal and credit card applications, manage customer identification and KYC requirements, provide digital banking education, handle inbound and outbound customer contact