Customer Banking Specialist
Core
Frontline banking specialist delivering in-branch services, loan applications, and digital adoption for personal and small business customers.
Role type
Retail Banking Specialist (Branch)
Builds
Seamless banking experience for 10M+ customers via branch, phone, and digital channels
Domain
Retail Banking
Deliverable
client delivery
Required skills
customer relationship building, in-branch technology support, transactional processing, loan and credit card application processing, proactive customer outreach, financial position review, community engagement, team safety oversight, service feedback analysis
Responsibilities
Build personal connections with customers, assist with in-branch technology and digital banking, process personal loan and credit card applications, conduct proactive outreach for financial health checks, reconcile transactions and review financial positions, participate in community events, ensure team safety and wellbeing, capture and act on customer feedback