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Commercial Banking Portfolio Coordinator at Wells Fargo
Taguig, Metro Manila, Philippines - Full Time
Skills Needed
Financial Analysis, Credit Investigation, Portfolio Management, Customer Inquiries, Status Reporting, Credit Files Maintenance, Risk Mitigation, Compliance, Accounting Principles, Financial Terminology, Financial Statement Analysis, Problem Solving, Analytical Skills
Specialization
A minimum of one year of financial analysis experience, or equivalent demonstrated through work, training, military, or education, is required for this role. Desired qualifications include a bachelor's degree, basic understanding of accounting principles, and experience with financial statement analysis.
Relationship Banker (Sun Prairie Branch) at The Park Bank
Sun Prairie, Wisconsin, United States - Full Time
Skills Needed
Client Service, Sales, Financial Solutions, Consumer Lending, Account Management, Cross Selling, Team Collaboration, Problem Solving, Communication, Leadership
Specialization
An associate degree is required, with a bachelor's degree preferred, along with 3-5 years of related work experience. Knowledge in consumer lending is preferred, and proven leadership skills are necessary.
Experience Required
Minimum 2 year(s)
Team Member - Branch Banking| New Delhi at CSB Career Site
New Delhi, delhi, India - Full Time
Skills Needed
Branch Banking, Vendor Management, Currency Chest Audits, Audit Reporting, Internal Audit
Specialization
Candidates must possess a CA, MBA, or CMA qualification. A minimum of two years of experience in Internal Audit is required for this position.
Experience Required
Minimum 2 year(s)
Bank Healthcare Assistant - Outpatients at Spire Healthcare Group plc
Stretton, England, United Kingdom - Full Time
Skills Needed
Patient Care, Patient Monitoring, Health Reporting, Patient Movement, Communication Skills, Interpersonal Skills, Ecgs, Taking Blood, Blood Pressures, Patient Observations
Specialization
Candidates must have previous experience working as an HCA or equivalent in a clinical environment, with essential experience in an Outpatients or similar setting. NVQ Level 3 is desirable but not mandatory, and experience with ECGs, blood taking, and patient observations is beneficial.
Experience Required
Minimum 2 year(s)
Team Member - Branch Banking| New Delhi at CSB Career Site
New Delhi, delhi, India - Full Time
Skills Needed
Branch Banking, Vendor Management, Currency Chest Audits, Audit Reporting, Internal Audit
Specialization
Candidates must possess a CA, MBA, or CMA qualification. A minimum of two years of experience in Internal Audit is required for this position.
Experience Required
Minimum 2 year(s)
Customer Banking Specialist - Wollongong at Commonwealth Bank
Wollongong, New South Wales, Australia - Full Time
Skills Needed
Customer Service, Financial Services, Communication, Problem Solving, Integrity, Financial Wellbeing, Home Loans, Business Banking, Financial Advice Support, Credit Products, Digital Banking
Specialization
Candidates should possess proven experience delivering exceptional Customer Service, ideally within Financial Services, Retail, or Hospitality, along with excellent communication skills to articulate financial terms clearly. A key requirement is the ability to ask effective questions, find solutions, act with integrity, and maintain a customer-centric approach in a busy retail environment.
Data Scientist- Gen AI, Business Banking at Commonwealth Bank
Sydney, New South Wales, Australia - Full Time
Skills Needed
Data Science, Generative Ai, Machine Learning, Statistical Machine Learning, Python, Sql, Aws, Azure, Prompt Engineering, Rag, Langchain, Langgraph, Llamaindex, Collaboration, Problem Solving, Customer Service
Specialization
Candidates should have hands-on experience with generative AI and expertise in AI techniques such as prompt engineering and retrieval-augmented generation. Proficiency in using cloud platforms like AWS and Azure, as well as experience in statistical machine learning using Python and SQL, is also required.
Experience Required
Minimum 2 year(s)
Team Member - Branch Banking| New Delhi at CSB Career Site
New Delhi, delhi, India - Full Time
Skills Needed
Branch Banking, Vendor Management, Currency Chest Audits, Audit Reporting, Internal Audit
Specialization
Candidates must possess a CA, MBA, or CMA qualification. A minimum of 2 years of experience in Internal Audit is required for this position.
Experience Required
Minimum 2 year(s)
Team Member - Branch Banking| New Delhi at CSB Career Site
New Delhi, delhi, India - Full Time
Skills Needed
Branch Banking, Vendor Management, Currency Chest Audits, Audit Reporting, Internal Audit
Specialization
Candidates must possess a CA, MBA, or CMA qualification. A minimum of 2 years of experience specifically in Internal Audit is required for this position.
Experience Required
Minimum 2 year(s)
Staff Nurse, Blood Resources (Bloodbank) at Public Service Division
Aberdeen City, Scotland, United Kingdom - Full Time
Skills Needed
Nursing Care, Whole Blood Collection, Apheresis Collection, Phlebotomy, Donor Management, Complication Management, Supervision, Public Service, Patient Safety
Specialization
Candidates must possess a minimum Diploma with relevant work experience as a registered Nurse and hold a valid Nursing registration certificate with the Singapore Nursing Board. Candidates with requisite qualifications but no experience may apply, and those with advanced degrees may be considered for senior positions.
ATM Support - Digital Channels - Banking at VAM Systems
Dubai, Dubai, United Arab Emirates - Full Time
Skills Needed
Atm Upgrades, Uat, Digital Channels Support, Ib Support, Vendor Coordination, Itd Coordination, Cops Coordination, Retail Banking Coordination, Project Support, Atm Operations, Digital Banking, Coordination, Reporting, Analytical Skills
Specialization
Candidates must possess over 5 years of experience in banking projects and demonstrate knowledge of ATM operations and digital banking channels. Strong coordination, reporting, and analytical skills are essential for managing vendor relations and internal team collaboration.
Experience Required
Minimum 5 year(s)
Senior Officer- Audit Testing - Banking at VAM Systems
Dubai, Dubai, United Arab Emirates - Full Time
Skills Needed
Sox Compliance, Internal Controls, It Audit, Non It Audit, Banking Operations, Financial Reporting, Risk & Controls, Internal Audit, External Audit
Specialization
Candidates must possess a Bachelor’s degree in a relevant field such as Audit, Accounting, or IT, along with 4 to 7 years of experience in Internal Audit, External Audit, or Risk & Controls, preferably from a Big 4 firm or banking environment. A strong grasp of banking operations and financial reporting workflows is essential.
Experience Required
Minimum 5 year(s)
Application Administrator - Core Banking at First Western
Quinte West, Ontario, Canada - Full Time
Skills Needed
Core Banking, Mobile Platforms, Fis Ibs, Ncr Voyix, System Integration, Automation, Troubleshooting, System Stability, Performance Monitoring, Access Controls, Security Permissions, Vendor Management, Analytical Skills, Communication, System Administration, Configuration
Specialization
Candidates should possess 3–5 years of experience administering enterprise applications, specifically with core banking systems like FIS IBS and digital platforms such as NCR Voyix. A Bachelor's degree in a related field is preferred, alongside strong analytical skills, technical proficiency in system administration, and excellent communication abilities.
Experience Required
Minimum 2 year(s)
Relationship Manager - Business Banking at Bank of Montreal
, Quebec, Canada - Full Time
Skills Needed
Relationship Management, Business Development, Sales Strategies, Financial Analysis, Creditworthiness Assessment, Business Banking Products, Lending Processes, Customer Sales, Customer Service, Problem Solving, Data Analysis, Change Management, Risk Management, Communication, Collaboration, Influence
Specialization
Candidates typically need 4 to 6 years of relevant experience along with a post-secondary degree or equivalent education and experience. Strong skills are required in financial analysis, interpreting statements, assessing creditworthiness, and deep knowledge of business banking products and lending processes.
Experience Required
Minimum 2 year(s)
Personal Banker (Full Time) - Kerrville at PROSPERITY BANK
Kerrville, Texas, United States - Full Time
Skills Needed
Financial Services, Account Management, Customer Service, Sales, Cross Selling, Problem Resolution, Data Entry, Clerical Duties, Communication Skills, Public Relations, 10 Key, Bookkeeping, Math Skills, Banking Operations, Treasury Management
Specialization
Candidates must have a high school diploma or equivalent and up to 3 years of experience in new account management. Strong communication skills, professional demeanor, and the ability to operate standard office equipment are required.
Kundenberater:in Private Banking (m/w/d) at erstegro01P2
Zwettl, Lower Austria, Austria - Full Time
Skills Needed
Wealth Management, Financial Consulting, Sales, Acquisition, Negotiation, Customer Service, Financial Planning, Investment Strategies, Communication, Empathy, Relationship Management
Specialization
Requires a dedicated sales personality with strong acquisition and negotiation skills. Candidates must possess detailed professional knowledge in investment, retirement planning, and financing.
Experience Required
Minimum 2 year(s)
Universal Banker (30-35 hours per week) at Sunflower Bank NA
Pueblo, Colorado, United States - Full Time
Skills Needed
Customer Service, Cash Handling, Retail Banking, Sales, Account Management, Computer Skills, Communication, Detail Oriented, Transaction Processing, Relationship Management
Specialization
Candidates must have proven customer service and cash handling experience to be considered for the role. A high school diploma or equivalent is preferred, and the bank provides training for banking-specific tasks.
Universal Banker (30-35 hours per week) at Sunflower Bank NA
Santa Fe, New Mexico, United States - Full Time
Skills Needed
Customer Service, Cash Handling, Sales, Referral, Account Opening, Transaction Processing, Computer Skills, Detail Oriented
Specialization
Candidates must have mandatory experience in Customer Service and Cash Handling, with banking experience being a plus but training provided for that aspect. A High School Diploma or equivalent is the preferred educational background.
Personal Banking Advisor - Esperance, WA at Westpac Group
Esperance, Western Australia, Australia - Full Time
Skills Needed
Customer Service, Sales Experience, Phone Based Role, Working To Targets, Resilience, Cash Handling, Financial Transactions, Product Knowledge, Adaptability, Learning New Technologies
Specialization
Candidates need customer service and sales experience, ideally in a customer-facing or phone-based role with experience meeting targets, along with resilience to handle challenging situations. Numerical capability, comfort with sales targets, and a genuine passion for helping people are also essential, though prior banking experience is not required.
Customer Banking Specialist - Ingleburn at Commonwealth Bank
Sydney, New South Wales, Australia - Full Time
Skills Needed
Customer Service, Financial Services, Retail, Hospitality, Communication Skills, Financial Terms Articulation, Problem Solving, Risk Adverse Culture, Technology Demonstration, Home Loans, Business Banking, Financial Advice Support, Credit Products Application, Financial Health Checks
Specialization
Candidates must possess proven experience delivering exceptional Customer Service, ideally within Financial Services, Retail, or Hospitality, along with excellent communication skills to articulate financial terms clearly. The role requires the ability to ask the right questions, find solutions, act with integrity, and demonstrate a genuine interest in improving customer financial wellbeing.
Commercial Banking Portfolio Coordinator at Wells Fargo
Taguig, Metro Manila, Philippines -
Full Time

Start Date

Immediate

Expiry Date

24 Jun, 26

Salary

0.0

Posted On

26 Mar, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Financial Analysis, Credit Investigation, Portfolio Management, Customer Inquiries, Status Reporting, Credit Files Maintenance, Risk Mitigation, Compliance, Accounting Principles, Financial Terminology, Financial Statement Analysis, Problem-Solving, Analytical Skills

Industry

Financial Services

Description
About this role: Wells Fargo is seeking a Commercial Banking Portfolio Coordinator. In this role, you will: Review credit information of loans for companies and industries Respond to customer inquiries, generate status reports for management or bankers and contact available sources of information Perform moderately complex credit investigations on companies and industries Receive direction from Commercial Banking Portfolio Management supervisor and escalate noncompliant issues Ensure credit files are current Interact with the immediate team and Commercial Banking Portfolio Management functional area to review process of companies for providing credits Required Qualifications: 1+ year of financial analysis experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Graduate of bachelor's degree any course Basic understanding of accounting principles and financial terminology Experience to financial statement analysis and spreading Exposure to a product-driven environment, particularly in commercial banking Experience working with local or global financial institutions. Strong analytical and problem-solving skills Amenable to a permanent day shift schedule from 10 AM to 7 PM MNL Fixed weekends off and follows all US holidays Must be amenable to work at Five/Neo Building 31st Street BGC Taguig City Posting End Date: 25 Apr 2026 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. Wells Fargo & Company (NYSE: WFC) is a leading financial services company that has approximately $1.9 trillion in assets. We provide a diversified set of banking, investment and mortgage products and services, as well as consumer and commercial finance, through our four reportable operating segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth & Investment Management. Wells Fargo ranked No. 34 on Fortune’s 2024 rankings of America’s largest corporations. In the communities we serve, the company focuses its social impact on building a sustainable, inclusive future for all by supporting housing affordability, small business growth, financial health, and a low-carbon economy. News, insights, and perspectives from Wells Fargo are also available at Wells Fargo Stories. Additional information may be found at www.wellsfargo.com LinkedIn: https://www.linkedin.com/company/wellsfargo For questions on how to search and apply, visit our frequently asked questions.

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Responsibilities
The coordinator will review credit information for loans, respond to customer inquiries, generate status reports for management, and perform moderately complex credit investigations on companies and industries. This role involves ensuring credit files are current and escalating noncompliant issues to the supervisor within the Commercial Banking Portfolio Management functional area.
Commercial Banking Portfolio Coordinator at Wells Fargo
Taguig, Metro Manila, Philippines - Full Time
Skills Needed
Financial Analysis, Credit Investigation, Portfolio Management, Customer Inquiries, Status Reporting, Credit Files Maintenance, Risk Mitigation, Compliance, Accounting Principles, Financial Terminology, Financial Statement Analysis, Problem Solving, Analytical Skills
Specialization
A minimum of one year of financial analysis experience, or equivalent demonstrated through work, training, military, or education, is required for this role. Desired qualifications include a bachelor's degree, basic understanding of accounting principles, and experience with financial statement analysis.
Relationship Banker (Sun Prairie Branch) at The Park Bank
Sun Prairie, Wisconsin, United States - Full Time
Skills Needed
Client Service, Sales, Financial Solutions, Consumer Lending, Account Management, Cross Selling, Team Collaboration, Problem Solving, Communication, Leadership
Specialization
An associate degree is required, with a bachelor's degree preferred, along with 3-5 years of related work experience. Knowledge in consumer lending is preferred, and proven leadership skills are necessary.
Experience Required
Minimum 2 year(s)
Team Member - Branch Banking| New Delhi at CSB Career Site
New Delhi, delhi, India - Full Time
Skills Needed
Branch Banking, Vendor Management, Currency Chest Audits, Audit Reporting, Internal Audit
Specialization
Candidates must possess a CA, MBA, or CMA qualification. A minimum of two years of experience in Internal Audit is required for this position.
Experience Required
Minimum 2 year(s)
Bank Healthcare Assistant - Outpatients at Spire Healthcare Group plc
Stretton, England, United Kingdom - Full Time
Skills Needed
Patient Care, Patient Monitoring, Health Reporting, Patient Movement, Communication Skills, Interpersonal Skills, Ecgs, Taking Blood, Blood Pressures, Patient Observations
Specialization
Candidates must have previous experience working as an HCA or equivalent in a clinical environment, with essential experience in an Outpatients or similar setting. NVQ Level 3 is desirable but not mandatory, and experience with ECGs, blood taking, and patient observations is beneficial.
Experience Required
Minimum 2 year(s)
Team Member - Branch Banking| New Delhi at CSB Career Site
New Delhi, delhi, India - Full Time
Skills Needed
Branch Banking, Vendor Management, Currency Chest Audits, Audit Reporting, Internal Audit
Specialization
Candidates must possess a CA, MBA, or CMA qualification. A minimum of two years of experience in Internal Audit is required for this position.
Experience Required
Minimum 2 year(s)
Customer Banking Specialist - Wollongong at Commonwealth Bank
Wollongong, New South Wales, Australia - Full Time
Skills Needed
Customer Service, Financial Services, Communication, Problem Solving, Integrity, Financial Wellbeing, Home Loans, Business Banking, Financial Advice Support, Credit Products, Digital Banking
Specialization
Candidates should possess proven experience delivering exceptional Customer Service, ideally within Financial Services, Retail, or Hospitality, along with excellent communication skills to articulate financial terms clearly. A key requirement is the ability to ask effective questions, find solutions, act with integrity, and maintain a customer-centric approach in a busy retail environment.
Data Scientist- Gen AI, Business Banking at Commonwealth Bank
Sydney, New South Wales, Australia - Full Time
Skills Needed
Data Science, Generative Ai, Machine Learning, Statistical Machine Learning, Python, Sql, Aws, Azure, Prompt Engineering, Rag, Langchain, Langgraph, Llamaindex, Collaboration, Problem Solving, Customer Service
Specialization
Candidates should have hands-on experience with generative AI and expertise in AI techniques such as prompt engineering and retrieval-augmented generation. Proficiency in using cloud platforms like AWS and Azure, as well as experience in statistical machine learning using Python and SQL, is also required.
Experience Required
Minimum 2 year(s)
Team Member - Branch Banking| New Delhi at CSB Career Site
New Delhi, delhi, India - Full Time
Skills Needed
Branch Banking, Vendor Management, Currency Chest Audits, Audit Reporting, Internal Audit
Specialization
Candidates must possess a CA, MBA, or CMA qualification. A minimum of 2 years of experience in Internal Audit is required for this position.
Experience Required
Minimum 2 year(s)
Team Member - Branch Banking| New Delhi at CSB Career Site
New Delhi, delhi, India - Full Time
Skills Needed
Branch Banking, Vendor Management, Currency Chest Audits, Audit Reporting, Internal Audit
Specialization
Candidates must possess a CA, MBA, or CMA qualification. A minimum of 2 years of experience specifically in Internal Audit is required for this position.
Experience Required
Minimum 2 year(s)
Staff Nurse, Blood Resources (Bloodbank) at Public Service Division
Aberdeen City, Scotland, United Kingdom - Full Time
Skills Needed
Nursing Care, Whole Blood Collection, Apheresis Collection, Phlebotomy, Donor Management, Complication Management, Supervision, Public Service, Patient Safety
Specialization
Candidates must possess a minimum Diploma with relevant work experience as a registered Nurse and hold a valid Nursing registration certificate with the Singapore Nursing Board. Candidates with requisite qualifications but no experience may apply, and those with advanced degrees may be considered for senior positions.
ATM Support - Digital Channels - Banking at VAM Systems
Dubai, Dubai, United Arab Emirates - Full Time
Skills Needed
Atm Upgrades, Uat, Digital Channels Support, Ib Support, Vendor Coordination, Itd Coordination, Cops Coordination, Retail Banking Coordination, Project Support, Atm Operations, Digital Banking, Coordination, Reporting, Analytical Skills
Specialization
Candidates must possess over 5 years of experience in banking projects and demonstrate knowledge of ATM operations and digital banking channels. Strong coordination, reporting, and analytical skills are essential for managing vendor relations and internal team collaboration.
Experience Required
Minimum 5 year(s)
Senior Officer- Audit Testing - Banking at VAM Systems
Dubai, Dubai, United Arab Emirates - Full Time
Skills Needed
Sox Compliance, Internal Controls, It Audit, Non It Audit, Banking Operations, Financial Reporting, Risk & Controls, Internal Audit, External Audit
Specialization
Candidates must possess a Bachelor’s degree in a relevant field such as Audit, Accounting, or IT, along with 4 to 7 years of experience in Internal Audit, External Audit, or Risk & Controls, preferably from a Big 4 firm or banking environment. A strong grasp of banking operations and financial reporting workflows is essential.
Experience Required
Minimum 5 year(s)
Application Administrator - Core Banking at First Western
Quinte West, Ontario, Canada - Full Time
Skills Needed
Core Banking, Mobile Platforms, Fis Ibs, Ncr Voyix, System Integration, Automation, Troubleshooting, System Stability, Performance Monitoring, Access Controls, Security Permissions, Vendor Management, Analytical Skills, Communication, System Administration, Configuration
Specialization
Candidates should possess 3–5 years of experience administering enterprise applications, specifically with core banking systems like FIS IBS and digital platforms such as NCR Voyix. A Bachelor's degree in a related field is preferred, alongside strong analytical skills, technical proficiency in system administration, and excellent communication abilities.
Experience Required
Minimum 2 year(s)
Relationship Manager - Business Banking at Bank of Montreal
, Quebec, Canada - Full Time
Skills Needed
Relationship Management, Business Development, Sales Strategies, Financial Analysis, Creditworthiness Assessment, Business Banking Products, Lending Processes, Customer Sales, Customer Service, Problem Solving, Data Analysis, Change Management, Risk Management, Communication, Collaboration, Influence
Specialization
Candidates typically need 4 to 6 years of relevant experience along with a post-secondary degree or equivalent education and experience. Strong skills are required in financial analysis, interpreting statements, assessing creditworthiness, and deep knowledge of business banking products and lending processes.
Experience Required
Minimum 2 year(s)
Personal Banker (Full Time) - Kerrville at PROSPERITY BANK
Kerrville, Texas, United States - Full Time
Skills Needed
Financial Services, Account Management, Customer Service, Sales, Cross Selling, Problem Resolution, Data Entry, Clerical Duties, Communication Skills, Public Relations, 10 Key, Bookkeeping, Math Skills, Banking Operations, Treasury Management
Specialization
Candidates must have a high school diploma or equivalent and up to 3 years of experience in new account management. Strong communication skills, professional demeanor, and the ability to operate standard office equipment are required.
Kundenberater:in Private Banking (m/w/d) at erstegro01P2
Zwettl, Lower Austria, Austria - Full Time
Skills Needed
Wealth Management, Financial Consulting, Sales, Acquisition, Negotiation, Customer Service, Financial Planning, Investment Strategies, Communication, Empathy, Relationship Management
Specialization
Requires a dedicated sales personality with strong acquisition and negotiation skills. Candidates must possess detailed professional knowledge in investment, retirement planning, and financing.
Experience Required
Minimum 2 year(s)
Universal Banker (30-35 hours per week) at Sunflower Bank NA
Pueblo, Colorado, United States - Full Time
Skills Needed
Customer Service, Cash Handling, Retail Banking, Sales, Account Management, Computer Skills, Communication, Detail Oriented, Transaction Processing, Relationship Management
Specialization
Candidates must have proven customer service and cash handling experience to be considered for the role. A high school diploma or equivalent is preferred, and the bank provides training for banking-specific tasks.
Universal Banker (30-35 hours per week) at Sunflower Bank NA
Santa Fe, New Mexico, United States - Full Time
Skills Needed
Customer Service, Cash Handling, Sales, Referral, Account Opening, Transaction Processing, Computer Skills, Detail Oriented
Specialization
Candidates must have mandatory experience in Customer Service and Cash Handling, with banking experience being a plus but training provided for that aspect. A High School Diploma or equivalent is the preferred educational background.
Personal Banking Advisor - Esperance, WA at Westpac Group
Esperance, Western Australia, Australia - Full Time
Skills Needed
Customer Service, Sales Experience, Phone Based Role, Working To Targets, Resilience, Cash Handling, Financial Transactions, Product Knowledge, Adaptability, Learning New Technologies
Specialization
Candidates need customer service and sales experience, ideally in a customer-facing or phone-based role with experience meeting targets, along with resilience to handle challenging situations. Numerical capability, comfort with sales targets, and a genuine passion for helping people are also essential, though prior banking experience is not required.
Customer Banking Specialist - Ingleburn at Commonwealth Bank
Sydney, New South Wales, Australia - Full Time
Skills Needed
Customer Service, Financial Services, Retail, Hospitality, Communication Skills, Financial Terms Articulation, Problem Solving, Risk Adverse Culture, Technology Demonstration, Home Loans, Business Banking, Financial Advice Support, Credit Products Application, Financial Health Checks
Specialization
Candidates must possess proven experience delivering exceptional Customer Service, ideally within Financial Services, Retail, or Hospitality, along with excellent communication skills to articulate financial terms clearly. The role requires the ability to ask the right questions, find solutions, act with integrity, and demonstrate a genuine interest in improving customer financial wellbeing.