Customer Banking Specialist - Kojonup

About the role

The Retail Bank is looking for a Customer Banking Specialist to join its Kojonup branch on a full-time basis. You will work with the Branch Manager and colleagues to deliver a good outcome for every customer, referring those with more complex needs to the right specialist. Rosters are predetermined, and the advertised roster is Monday to Friday, 8:30am to 5:00pm (38 hours per week).

Key responsibilities

• Build a personal connection with customers through meaningful conversations.
• Help customers use in-branch technology and digital banking options.
• Respond to customers' transactional needs in the branch so they leave satisfied.
• Complete Financial Health Checks to assess customers' financial needs and identify changes.
• Interview customers and process applications for personal loans, credit cards and associated products.
• Call customers proactively to build rapport and invite them to a Financial Health Check or an appointment with a specialist.
• Follow bank processes, including accurate transaction reconciliation and review of customers' financial positions.
• Take part in community events and fundraising activities, and look after the safety and wellbeing of the team.
• Use tools to capture customer feedback and take action to fix service gaps.

Required profile

• Ability to ask the right questions, act with integrity and put the customer at the centre of everything.
• Passion for service excellence, able to work independently while referring customers to other specialists.
• Able to work in a busy, commercial and driven retail environment and give customers holistic solutions.
• Genuine passion for the customer and for doing the right thing.