Banking Specialist
Offer financial advice and services to clients in a banking context.
Job opportunities
-
Jobs in SEEK right nowJob growth
-
In the last 3 monthsSalary
-
Typical salaryJob satisfaction
-
Job opportunities
-
Jobs in SEEK right nowSalary
-
Typical salaryJob growth
-
In the last 3 monthsJob satisfaction
-
On this page
- What's it like to be a Banking Specialist?
- Latest Banking Specialist jobs
- Top skills and experience for Banking Specialists
- Banking Specialist role reviews
What's it like to be a Banking Specialist?
A Banking Specialist typically help their clients manage their finances. They carry out a wide range of financial transactions, such as deposits, withdrawals and loan applications, and provide financial advice based on a customer's specific needs and financial situation. In addition, Banking Specialists explain various banking services and products to customers, such as savings accounts, bonds or mortgages. They generally work in commercial banks, credit unions and online banks. They may also assess customer needs to establish rapport and build relationships with clients to ensure high levels of customer service and satisfaction.
Tasks and duties
- Managing and servicing established client relationships with the aim to improve client satisfaction and banking revenue.
- Evaluating and determining the eligibility of a client for loans or other banking services by analysing their financial information.
- Assisting clients with various banking services, such as setting up bank accounts, transferring funds or applying for loans and insurance.
- Collaborating with other banking departments in order to complete client transactions or handle any issues.
- Conducting financial analyses to identify and understand the financial needs of both existing and prospective clients.
- Monitoring banking and economic trends to offer up-to-date financial advice to clients.
- Addressing, investigating and resolving all types of client complaints to maintain a satisfactory relationship with a bank.
Compare your salary
Find out how your salary compares with the average salary for Banking Specialists.Latest Banking Specialist jobs on SEEK
Be one of the first to discover these recently listed jobs, or browse all Banking Specialist jobs on SEEK right now.Did you find this helpful?
Skills and experience employers are looking for
Having the right skills and experience can make you an in-demand applicant. Banking Specialist employers on SEEK are looking for job seekers with expertise in the following areas. Lending
Community Care
Credit Risk
Financial Services Industry
Digital Platforms
Critical Thinking
Financial Advice
Task Management
Customer Advisory
Technical Aptitude
Learning Aptitude
Communication Skills
Time Management
Contact Centre Services
Written Communication
Growth Mindset
Agile Methodologies
Conceptual Thinking
Anti Money Laundering
Solutions Focused
Source: SEEK job ads and SEEK Profile data
Did you find this helpful?
Latest Banking Specialist reviews
Jan 2024
mentally taxing, but you gain so much knowledge.
Reviewer's QualificationBachelor of Commerce
Experience1 – 4 years
Organisation sizeLarge (200+ employees)
SpecialisationBanking & Financial Services
The good thingsBeing a banking specialist, can be very rewarding but also very mentally taxing. being someone's savior giving them approval for a home loan is great, but conversely declining a personal loan for fune...
The challengesthe dichotomy of approvals and declines, and also depending on where you work the customers can be very rude to threatening.
Read more
Share insights on your current role.
Help people decide if your job is right for them - it only takes a few minutes.Source: SEEK role reviews
SEEK has not verified the truth or accuracy of these comments and does not adopt or endorse any of the comments posted on this page.SEEK collects and posts the comments for what they are worth and for information purposes only to assist candidates to find employment through www.seek.co.nz
