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About the Role

As a Banking Consultant, you will assess customer financial needs, provide options, and achieve sales and service targets. You will also address transactional banking needs and help customers transition to digital banking solutions, fostering a future-forward culture that blends personal relationships with digital innovation.

Responsibilities

• Generate opportunities for deposits and home lending using the agreed sales process.
• Provide recommendations to the Branch Manager for initiatives to improve sales performance.
• Assess customer needs through open and targeted communication and recommend appropriate options.
• Process over-the-counter transactions (deposits, withdrawals, transfers) efficiently and accurately.
• Support and educate customers on using digital platforms for personal banking to encourage self-service.
• Provide support for digital onboarding processes to ensure a seamless experience for new customers.
• Support and demonstrate a risk management culture in line with Suncorp Bank’s values.
• Proactively identify and escalate risks and issues related to role responsibilities.
• Adhere to Suncorp Bank’s complaint resolution process to resolve matters and mitigate risks.

Requirements

• Demonstrated experience in a retail customer sales & service environment.
• Comfortable with digital customer service platforms to assist customers in real-time.
• Ability to navigate and troubleshoot common digital banking applications and mobile services with customers.
• Understanding of digital verification and ID validation systems used in customer onboarding.
• Proficiency in digital payment technologies, such as mobile wallets and online payments.
• Ability to handle and assist with digital banking queries, empowering customers to manage their accounts online.

Skills

• Digital customer service platforms
• Digital banking applications
• Mobile services
• Digital verification systems
• ID validation systems
• Digital payment technologies
• Mobile wallets
• Online payments
• Digital banking queries

Location

• Suncorp Burwood Branch, Westfield Burwood, 100 Burwood Road, Burwood NSW 2134

Work Type

• Permanent
• Full time
• 40 hours per week

Benefits

• Range of benefits and support resources
• Tools that enable remote work
• Flexible work arrangements

About the Company

• Suncorp Bank is a proud part of the ANZ Group.
• The company is committed to supporting the financial wellbeing of over a million customers.
• ANZ Group operates in almost 30 markets across the globe.

Equal Opportunity

• Suncorp Bank is committed to creating a workplace where people from all backgrounds, identities and beliefs can thrive in an environment of inclusivity and mutual respect.
• We welcome applications from everyone and invite you to talk to us about any adjustments you may require to our recruitment process or the role itself.
• If you are a candidate with a disability or access requirement, let us know how we can provide you with additional support.