Customer Banking Specialist - Penrith
About the job
The Customer Banking Specialist position at Westfield Penrith Branch is all about making a real impact on customers' lives. By providing exceptional service and support, you will help individuals navigate their financial journeys, from opening accounts to planning for retirement. The team thrives on collaboration and is dedicated to creating a welcoming environment for both customers and employees.
You'll be responsible for
💬
Engaging with customers
Having in-depth conversations with every customer about how we can support their overall banking needs including home loans, business banking & financial advice.📞
Supporting customer inquiries
Supporting customers with enquiries, maintenance on accounts and processing applications for credit products.📊
Conducting financial health checks
Completing financial health checks to assess customers’ financial needs and identify any changes.Key criteria
💼
Customer service experience
Proven experience delivering exceptional customer service in financial services.View
🗣️
Communication skills
Excellent communication skills to articulate financial terms clearly.View
🔍
Problem-solving ability
Demonstrated ability to ask the right questions and find solutions.View
View more