Customer Options Specialist

Posted 23 Days Ago
Be an Early Applicant
Central
Junior
Fintech • Financial Services
The Role
As a Customer Options Specialist, you will engage with customers to retain their home loans, provide personalized solutions, and maintain product knowledge.
Summary Generated by Built In

The Home Loan Retention Team have an exciting opportunity to join our fast paced and dynamic team as a Customer Options Specialist.
 

Do work that matters
In the Retention Team we strive to make banking easier for our customers. It takes special people to turn this into a reality so you need commitment to deliver top experiences, passion to overcome objections, and a willingness to learn for you to grow and develop. Our focus is on retaining our existing Bankwest Home Loan customer base by providing easy and personalised solutions that our customers can access when and how they want, with options that help them achieve their goals.

You will do this by:

  • Holding needs based conversations with our customers, building genuine long-lasting relationships

  • Providing efficient, accurate and quality solutions across all customer segments

  • Assisting referred customers who are at risk of attrition in relation to their Housing Loan

  • Proactively retaining customers through conversations via outbound calling initiatives

  • Pro-actively maintaining exceptional knowledge of Bankwest’s product range and fee structure

  • Pro-actively develop and maintain strong knowledge of other competitors products and services whilst considering market factors that influence customer decisions

We’re interested in hearing from people who have:

  • The ability to work autonomously and keep up within a fast paced and ever changing environment

  • A holistic retention approach by identifying the customers overall goals and needs to offer an appropriate solution

  • Experience and skill set in lending is highly desirable

  • Sound knowledge of competitor products

  • Strong negotiating skills

  • A desire to be part of a high performing team where you will be valued for your effort and result

This could be your first step to starting a lending journey. We are committed to upskilling our team to help fulfil their journey on becoming a home lender!

Please speak to your people leader before applying

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.

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Advertising End Date: 25/02/2025

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The Company
HQ: Sydney, New South Wales
52,000 Employees
On-site Workplace
Year Founded: 1911

What We Do

Australia’s leading provider of financial services including retail, premium, business and institutional banking, funds management, superannuation, insurance, investment and sharebroking products and services.

We are a business with more than 800,000 shareholders and over 52,000 employees. We offer a full range of financial services to help all Australians build and manage their finances.

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