Financial Services Representative with Expert Customer Support

2 days ago


Bayside, New York, Australia Commonwealth Bank of Australia Full time

We are looking for a skilled Financial Services Representative to join our team in South Melbourne. As a key member of our Retail Banking Services (RBS) team, you will play a critical role in delivering exceptional customer experiences to our personal and small business customers.

About the Role

In this exciting opportunity, you will work closely with customers to understand their banking needs and provide tailored solutions to meet their goals. Your expertise in financial services, combined with your exceptional communication skills, will enable you to articulate complex financial concepts in a clear and concise manner.

Key Responsibilities
  • Customer Engagement: Have in-depth conversations with customers to understand their overall banking needs, including home loans, business banking, and financial advice.
  • Product Application and Maintenance: Support customers with inquiries, maintenance on accounts, and process applications for credit products.
  • Financial Health Checks: Complete assessments to identify customers' financial needs and recommend solutions.
  • Digital Education: Educate and demonstrate our in-branch technology and digital banking options to customers.
  • Problem-Solving: Resolve customer issues while championing our risk-adverse culture.
Requirements
  • Experience: Deliver exceptional customer service in financial services, retail, or hospitality.
  • Communication Skills: Articulate financial terms clearly and concisely.
  • Problem-Solving: Ask questions, find solutions, act with integrity, and prioritize customer needs.
  • Retail Environment: Work effectively in a busy, commercially driven environment.
  • Career Growth: Demonstrate a genuine interest in building a career with us.
About Us

As a leader in Australian banking, we pride ourselves on delivering seamless banking experiences to millions of customers. Our commitment to innovation, community involvement, and employee well-being makes us an employer of choice. With a salary range of $65,000 - $85,000 per annum, plus benefits, we offer a competitive compensation package that reflects your value to our organization.



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