Jobs
My ads
My job alerts
Sign in
Find a job Career Tips Companies
Find

Holistic banking advisor

Sydney
beBeeFinancial
Bank Sales Advisor
Posted: 16 September
Offer description

Customer Banking Specialist

The role of a Customer Banking Specialist involves delivering exceptional customer service and providing holistic banking solutions to customers. In this capacity, you will be responsible for having in-depth conversations with customers about their overall banking needs, including home loans, business banking, and financial advice.

Key responsibilities include completing financial health checks to assess customers' financial needs and identifying areas for improvement, as well as providing options for customers through education and demonstration of in-branch technology and digital banking services.

You will also be expected to problem solve and provide effective solutions while championing our processes, procedures, and risk-adverse culture.

* Proven experience delivering exceptional customer service ideally in financial services, retail or hospitality.
* Excellent communication skills and the ability to articulate financial terms in a clear way.
* The ability to ask the right questions, find solutions, act with integrity, and place the customer at the centre of everything you do.
* Ability to work in a busy, commercial, and driven retail environment while seeing the big picture for customers and providing them with holistic solutions.


Benefits:

Working with us means you'll positively impact our customers' lives and be there for them when they need us. You'll have the opportunity to network across our Indigenous Employee Network, linking to Indigenous employees across CommBank.


Others:

We're aware of some accessibility issues on this site, particularly for screen reader users. If you require additional support, please contact HR Direct on 1800 989 696.

Send an application
Create a job alert
Alert activated
Saved
Save

Similar job
Personal banking advisor
Sydney
Westpac
Bank Sales Advisor
Similar job
Personal banking advisor
Sydney
Westpac Banking Corporation
Bank Sales Advisor
Similar job
Personal banking advisor
Sydney
Westpac
Bank Sales Advisor
Similar jobs
Business jobs in Sydney
jobs Sydney
jobs New South Wales
Home > Jobs > Business jobs > Bank Sales Advisor jobs > Bank Sales Advisor jobs in Sydney > Holistic Banking Advisor

About Jobstralia

  • Career Advice
  • Company Reviews

Search for jobs

  • Jobs by job title
  • Jobs by sector
  • Jobs by company
  • Jobs by location

Contact / Partnership

  • Contact
  • Publish your job offers on Jobijoba

Legal notice - Terms of Service - Privacy Policy - Manage my cookies - Accessibility: Not compliant

© 2025 Jobstralia - All Rights Reserved

Send an application
Create a job alert
Alert activated
Saved
Save