Customer Banking Specialist

Customer Banking Specialist

Belfast Full-Time 30000 - 48000 £ / year (est.) No home office possible
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Commonwealth Bank

At a Glance

  • Tasks: Engage with customers to support their banking needs and provide tailored financial solutions.
  • Company: Join CommBank, a trusted name in banking with over 100 years of community service.
  • Benefits: Competitive pay, career growth opportunities, and a chance to make a real impact.
  • Why this job: Be the face of banking, helping customers achieve their financial goals every day.
  • Qualifications: Experience in customer service and strong communication skills are essential.
  • Other info: Dynamic retail environment with a focus on teamwork and customer satisfaction.

The predicted salary is between 30000 - 48000 £ per year.

Please note that rosters are predetermined. Before applying, please ensure you are available to cover the following roster for 30 hours per week:

  • Monday – Friday 9.30am-4pm

Do work that matters
As the public face of CommBank, the Retail Banking Services (RBS) team delivers a seamless banking experience to more than 10 million personal and small business customers. We\’ve been serving our local communities for over 100 years, with market-leading products, services and technology.

What we do has real impact at all stages of people\’s lives, from opening their first account, saving for a holiday, buying their first home, or planning for retirement. Working with us in RBS means you\’ll positively impact our customers\’ lives, and be there for them when they need us.

See yourself in our team
As the Customer Banking Specialist in our Preston Branch you\’ll:

  • 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
  • Educate and demonstrate of our in-branch technology and digital banking options to customers
  • Problem solve and provide effective solutions whilst championing our processes, procedures, driving our risk-adverse culture

We\’re Interested In Hearing From People Who Have

  • Experience in 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 questions, find solutions, act with integrity and place the customer at the centre of everything you do
  • Ability to work in retail environment that\’s busy and commercially driven
  • A genuine interest in building a career with CommBank

With us, you\’ll help customers make informed financial decisions to achieve their goals.
If this role matches your experience and career goals, apply today
If you\’re already part of the Commonwealth Bank Group (including Bankwest, x15ventures), you\’ll need to apply through Sidekick to submit a valid application. We\’re keen to support you with the next step in your career.

We\’re aware of some accessibility issues on this site, particularly for screen reader users. We want to make finding your dream job as easy as possible, so if you require additional support please contact HR Direct on

Advertising End Date: 15/10/2025

Customer Banking Specialist employer: Commonwealth Bank

CommBank is an exceptional employer that prioritises employee growth and community impact, making it a rewarding place to work as a Customer Banking Specialist. With a strong focus on delivering outstanding customer service, our Preston Branch fosters a collaborative work culture where you can develop your skills while positively influencing the financial well-being of our customers. Enjoy a stable work schedule, comprehensive training, and the opportunity to build a meaningful career in a company that has been serving its community for over a century.
Commonwealth Bank

Contact Detail:

Commonwealth Bank Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Customer Banking Specialist

✨Tip Number 1

Get to know the company! Before your interview, do a bit of research on CommBank and its values. This will help you connect your experiences to what they care about, showing that you're not just another candidate.

✨Tip Number 2

Practice makes perfect! Role-play common interview questions with a friend or in front of the mirror. Focus on how you can articulate your customer service experience and problem-solving skills clearly and confidently.

✨Tip Number 3

Dress the part! First impressions matter, so make sure you look professional and approachable. A smart outfit can boost your confidence and show that you take the opportunity seriously.

✨Tip Number 4

Follow up after your interview! A quick thank-you email can go a long way. It shows your enthusiasm for the role and keeps you fresh in their minds as they make their decision.

We think you need these skills to ace Customer Banking Specialist

Customer Service
Communication Skills
Financial Knowledge
Problem-Solving Skills
Attention to Detail
Sales Skills
Ability to Work in a Fast-Paced Environment
Integrity
Technology Proficiency
Adaptability
Relationship Building
Commercial Awareness

Some tips for your application 🫡

Know the Roster: Before you dive into your application, make sure you're fully aware of the 30-hour roster from Monday to Friday, 9.30am to 4pm. We want to ensure you're available and ready to commit!

Show Off Your Customer Service Skills: In your written application, highlight any experience you've got in delivering exceptional customer service. Whether it's in financial services, retail, or hospitality, we want to see how you can bring that magic to our team!

Communicate Clearly: Make sure your application reflects your excellent communication skills. Use clear language to articulate your understanding of financial terms and how you can help customers with their banking needs.

Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and get you on the path to joining our amazing team at CommBank!

How to prepare for a job interview at Commonwealth Bank

✨Know Your Stuff

Before the interview, make sure you understand the role of a Customer Banking Specialist. Familiarise yourself with CommBank's products and services, especially in Home Loans and Business Banking. This will help you articulate how you can support customers effectively.

✨Showcase Your Customer Service Skills

Prepare examples from your past experiences where you've delivered exceptional customer service. Think about situations where you solved problems or helped customers achieve their goals. This will demonstrate your ability to put the customer at the centre of everything you do.

✨Practice Clear Communication

Since you'll be discussing financial terms, practice explaining them in simple language. You might want to role-play with a friend or family member to ensure you can communicate complex ideas clearly and confidently during the interview.

✨Be Ready for Scenario Questions

Expect questions that assess your problem-solving skills and ability to work in a busy retail environment. Prepare for scenarios where you might need to think on your feet and provide effective solutions while maintaining a risk-adverse approach.

Customer Banking Specialist
Commonwealth Bank
Location: Belfast
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