Financial Solutions Advisor

2 weeks ago


North Perth, Western Australia Commonwealth Bank of Australia Full time

We are seeking a skilled Customer Banking Specialist to join our team at the Commonwealth Bank of Australia in Warwick.

About Us

The Retail Banking Services (RBS) team delivers a seamless banking experience to over 10 million personal and small business customers. We've been serving our local communities for over 100 years, with market-leading products, services, and technology.

What We Do

We positively impact our customers' lives by providing them with holistic financial solutions. Our team members work closely with customers to understand their needs and provide them with tailored advice and support.

Job Description

As a Customer Banking Specialist, you will be responsible for delivering exceptional customer service and providing financial solutions to customers in our Warwick branch. Your key responsibilities will include:

  • Conducting in-depth conversations with customers to understand their financial needs and provide them with suitable solutions.
  • Supporting customers with enquiries, account maintenance, and credit product applications.
  • Completing Financial Health Checks to assess customers' financial well-being and identify areas for improvement.
  • Providing customers with education and demonstration of our in-branch technology and digital banking options.
Required Skills and Qualifications

To succeed in this role, you will need:

  • Proven experience in delivering exceptional customer service, preferably in the financial services industry.
  • Excellent communication skills and the ability to articulate complex financial concepts in a clear and concise manner.
  • The ability to ask the right questions, find solutions, act with integrity, and put the customer at the centre of everything you do.
Salary and Benefits

We offer a competitive salary range of $60,000-$80,000 per annum, depending on your level of experience. You will also have access to a range of employee benefits, including extensive training programs, employee discounts, and a collaborative and high-performing culture.



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