Personal Banking Specialist
We're seeking a customer-focused Personal Banking Specialist to join a team based in the South East suburbs. In this multi-skilled role, you'll be responsible for providing a range of banking and lending services, with a strong focus on identifying and meeting customer needs. We are looking for someone with a background in lending or customer service within the banking sector. You'll be a key member of our branch, handling a variety of lending inquiries and applications, while also supporting the development of new business in the local community.
If you have a passion for providing exceptional service and a solid understanding of banking products, we'd love to hear from you.
Key Accountabilities
...Meet individual and department targets/Key Performance Indicators including applications per week.
Provide an effective, honest, and fair service to both internal and external customers.
Conduct all business in compliance with all codes, standards, legislative requirements, and policies and procedures.
Approve Lending as per delegated lending authority.
Provide advice on a range of products and services, including:
Key Responsibilities
Handle lending and overdraft enquiries and applications through to a timely decision for: Home Loans, Car Loans/Personal Loans, and Overdrafts/Credit Cards.
Provide services to members and others via face-to-face, inbound, and outbound phone channels.
Actively identify needs and offer products/services to match customer needs.
Process changes to existing customer records and/or customer instructions.
Ensure you maintain a strong knowledge of all products and services.
Actively involve yourself with local communities to support new opportunities and relationships.
Manage customer appointments efficiently to maximise opportunities.
Participate in outbound campaigns as required.
Open new memberships.
Handle insurance enquiries, quotes, and requests for other information from existing and potential members in relation to general insurance products and services.
Complete day-to-day administrative activities, including cash handling/teller functions in the branch.
If you are interested in this role, please APPLY NOW!
At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.
