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Financial Services Advisor

2 weeks ago

Sydney, New South Wales, Australia Commonwealth Bank Full time
Company Overview

The Commonwealth Bank is a leading financial institution with a rich history of serving local communities for over 100 years. We offer market-leading products, services, and technology to deliver a seamless banking experience to our customers.

Job Description
  • Have in-depth conversations with customers to understand their overall banking needs, including Home Loans, Business Banking, and Financial Advice.
  • Support customers with enquiries, maintenance on accounts, and process applications for credit products.
  • Complete Financial Health Checks to assess customers' financial needs and identify areas for improvement.
  • Educate and demonstrate our in-branch technology and digital banking options to customers.
  • Problem solve and provide effective solutions while championing our processes and procedures.
Required Skills and Qualifications
  • Experience in delivering exceptional customer service, preferably in financial services, retail, or hospitality.
  • Excellent communication skills and the ability to articulate complex financial terms in a clear and concise manner.
  • The ability to ask questions, find solutions, act with integrity, and prioritize the customer's needs.
  • A genuine interest in building a career with the Commonwealth Bank.