Customer Banking Specialist - Portland
About the job
As a Customer Banking Specialist at CommBank, you will be the friendly face that helps customers navigate their banking needs. Your work will have a real impact on people's lives, from helping them open their first account to planning for retirement. The team thrives on collaboration and is dedicated to providing exceptional service to every customer.
You'll be responsible for
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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
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Customer service experience in financial services
Demonstrated experience delivering exceptional customer service in financial settings.View
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Excellent communication skills
Ability to articulate financial terms clearly to customers.View
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Problem-solving skills
Experience finding solutions while prioritising customer needs.View
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