Customer Banking Expert

5 days ago


Perth, Western Australia Commonwealth Bank Full time

About the Role

We are seeking a skilled Customer Banking Specialist to join our team at 95 William Street Branch.

This is an exciting opportunity for someone who is passionate about delivering exceptional customer service and has excellent communication skills.

As a Customer Banking Specialist, you will be responsible for building strong relationships with customers, understanding their financial needs and providing tailored solutions to meet those needs.

You will work collaboratively with your Branch Manager and colleagues to deliver outstanding outcomes for every customer you deal with.

Your understanding of the Bank's offerings means you always know the right specialist to refer customers to for their more complex needs.

  • Build a personal connection with customers through meaningful conversations
  • Work with customers to help them use our in-branch technology and digital banking options
  • Ask about and respond to customers' transactional needs in the branch, ensuring they leave satisfied
  • Complete Financial Health Checks to assess customers' financial needs and identify any changes
  • Perform interviews and process applications for personal loans, credit cards and associated products
  • Proactively call customers to build rapport and invite them into the branch for a Financial Health Check or an appointment with a specialist
  • Adhere to the Bank's processes and procedures, including accurately reconciling transactions and reviewing customers' financial positions
  • Engage with customers by participating in community events and fundraising activities
  • Look out for the safety and wellbeing of your team
  • Use tools to capture customer feedback, and take action to correct any service breaks and drive improvement

About Us

The Retail Bank is the public face of CommBank - in branches, on the phone, through video conferencing and online. Together we deliver a seamless banking experience for the future to our 10 million+ personal and small business customers.

In this role you will have the opportunity to make a real difference in people's lives, helping them achieve their financial goals and aspirations.



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