Customer Banking Specialist - Gladstone
Core
Frontline banking specialist delivering in-branch customer service, account maintenance, and credit product applications for personal and small business customers.
Role type
Customer Banking Specialist (Retail Banking)
Builds
Seamless banking experience and financial solutions for 10 million+ customers
Domain
Retail Banking / Financial Services
Deliverable
client delivery
Required skills
Customer service, financial product knowledge, credit application processing, financial health assessment, in-branch technology demonstration, problem solving
Responsibilities
Conduct in-depth customer conversations regarding Home Loans, Business Banking, and Financial Advice; Support account maintenance and process credit product applications; Complete Financial Health Checks; Demonstrate digital banking options; Solve customer problems while adhering to risk-adverse processes