Customer Banking Specialist

Commonwealth Bank

Customer Banking Specialist at CommBank serving customers with banking needs and financial advice. Engaging with customers on various financial products and maintaining a strong service ethic.

Posted 7/3/2026part-timeMelton West • 🇦🇺 AustraliaMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in delivering exceptional Customer Service within Financial Services, focusing on holistic solutions and effective communication of financial terms. Proficient in conducting Financial Health Checks and utilizing in-branch technology to enhance customer experience.

Highest-signal resume keywords

Customer Service ExperienceFinancial Health ChecksEffective CommunicationProblem SolvingHolistic Solutions

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

IntegrityActive ListeningCustomer-Centric Approach

Tools & Technologies

Digital Banking OptionsIn-Branch Technology

Industry Keywords

Financial ServicesRetailHospitalityCredit ProductsRisk-Adverse Culture

About the role

Key responsibilities & impact

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
Provide options for the customer through education & demonstration of our in-branch technology and digital banking options
Problem solve & provide effective solutions whilst championing our processes, procedures & drive our risk-adverse culture

Requirements

What you’ll need

Proven experience 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 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 whilst seeing the big picture for customers and providing them with holistic solutions
A genuine interest in building a career with CommBank and improving the financial wellbeing and lives of our customers.

Benefits

Comp & perks

Health insurance
Paid time off