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Financial Wellbeing Consultant

2 weeks ago

Ormoc City, Eastern Visayas, Philippines Commonwealth Bank Full time

About This Opportunity

This exciting role offers a unique chance to work with customers, understand their financial needs, and deliver tailored solutions to support their banking experience. As a Customer Banking Specialist, you'll be part of a dynamic team that's passionate about delivering exceptional customer experiences.

Main Accountabilities

  • Have in-depth conversations with customers to understand their overall banking needs and preferences.
  • Support customers with various banking-related tasks, including account maintenance, credit product applications, and other queries.
  • Conduct Financial Health Checks to identify areas for improvement and provide actionable recommendations.
  • Develop and maintain strong relationships with customers, leveraging your excellent communication and interpersonal skills to build trust and rapport.
  • Work collaboratively with colleagues to problem-solve and provide effective solutions, ensuring a seamless customer experience.

Essential Criteria

  • Demonstrated expertise in delivering exceptional customer service, ideally in financial services or retail.
  • Exceptional communication and interpersonal skills to engage with customers and colleagues alike.
  • The ability to empathize with customers, ask the right questions, and provide tailored solutions that meet their needs.
  • Capacity to thrive in a dynamic, commercial environment while maintaining a customer-centric approach.
  • Genuine passion for building a career with the Commonwealth Bank and making a positive impact on customers' lives.
  • Desirable: Arabic speaking skills.