
Banking Consultant
3 days ago
**Job Title**: Banking Consultant - Suncorp Bank, Burwood NSW
**Req ID**: 102369
**Department**: SB NSW & Staff Banking
**Division**: Suncorp Bank
**Location**: Burwood
About Us
About the Role
As a Banking Consultant, you are to assess the financial needs of customers and provide options to meet those needs in pursuit of specific sales, service and connected customer targets including addressing customers’ transactional banking needs.
Suncorp Bank encourages continual learning and adaptation to the latest digital customer engagement tools. You will be part of a team that values digital empowerment & digital fluency; we help customers transition to a more convenient banking experience by giving them confidence in using digital banking options. We are committed to a future-forward culture, blending personal relationships with cutting-edge digital solutions.
**Role Location**: Suncorp Bank - Burwood Branch NSW
**Role Type**: 12-month Fixed Term contract, Part-time
**Work Hours**: 20 hours per week. Monday to Friday
**Note**: All training required will be up to full time hours (first 3 months)
What will your day look like?
**As a Banking Consultant, you will**:
Generate opportunities for deposits and home lending using the agreed sales process.
Provide recommendations to the Branch Manager for initiatives to improve sales performance of the store.
Assess customer needs through open and targeted communication with customers and recommend appropriate options using the agreed sales process.
Provide accurate and timely service by processing over-the-counter transactions (deposits, withdrawals and transfers) in an efficient and accurate manner.
Support and educate customers on how to use our digital platforms for personal banking, empowering them to self-serve with online banking features.
Provide support for digital onboarding processes, ensuring a seamless experience for new customers to make the most of their banking
Support and demonstrate a risk management culture in line with Suncorp Bank’s values.
Proactive identification and escalation of risks and issues related to your role responsibilities& captured as a service request in Ignite. Adherence to Suncorp Bank’s complaint resolution process to resolve the matter, maintain our high service standards and mitigate further risks / losses.
What will you bring?
To grow and be successful in this role, you will ideally bring the following:
Demonstrated experience in a retail customer sales & service environment
Comfortable with digital customer service platforms to assist customers in real-time
Understanding of digital verification and ID validation systems used in customer onboarding
Proficiency in digital payment technologies, such as mobile wallets and online payments
Ability to handle and assist with digital banking queries, empowering customers to manage their accounts online
You're not expected to have 100% of these skills. We value a growth mindset, so if you have most of these things in your toolbox, we'd love to hear from you.
So why join us?
Suncorp Bank is a proud part of the ANZ Group and a place where you'll be doing work that really matters. That's because every role, in every team is working towards supporting the financial wellbeing of our million+ customers.
Our team members' wellbeing is a top priority and we know it's the added extras outside the workplace that can make all the difference. We offer a range of benefits and support resources so you can create a healthy work-life balance, helping you bring your best every day. We also provide tools that enable remote work to support flexible work arrangements whenever possible.
Being part of Suncorp Bank opens a world of exceptional growth opportunities, across Suncorp Bank as well as the many divisions within the ANZ Group which operates in almost 30 markets across the globe.
Job Posting End Date
09/09/2025, 11.59pm, (Melbourne Australia)
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