Personal Finance Advisor

2 weeks ago


Perth, Western Australia Commonwealth Bank of Australia Full time

We are looking for a Full Time Personal Finance Advisor to join our team in Dunsborough.

As the public face of CommBank, the Retail Banking Services (RBS) team delivers a seamless banking experience to more than 10 million personal and small business customers. With market-leading products, services and technology, we've been serving our local communities for over 100 years.

We deliver real impact at all stages of people's lives, from opening their first account, saving for a holiday, buying their first home, or planning for retirement. Working with us means you'll positively impact our customers' lives.

As the Customer Banking Specialist in our Dunsborough Branch, you will:

  • Have in-depth conversations with every customer about how we can support their overall banking needs including Home Loans, Business Banking & 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 any changes
  • Educate and demonstrate our in-branch technology and digital banking options to customers
  • Problem solve and provide effective solutions whilst championing our processes, procedures, driving our risk-adverse culture

What skills do we need? We're interested in hearing from people who have:

  • Experience in delivering exceptional customer service ideally in financial services, retail or hospitality
  • Excellent communication skills & the ability to articulate financial terms in a clear way
  • The ability to ask questions, find solutions, act with integrity and place the customer at the centre of everything you do
  • Ability to work in a busy and commercially driven environment
  • A genuine interest in building a career with CommBank

You will be paid an estimated salary between $60,000 - $80,000 per year, depending on your experience. If you're already part of the Commonwealth Bank Group, you'll need to apply through internal channels to submit a valid application.


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