Banking Specialist
Assist customers with their banking needs.
Job opportunities
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Jobs in SEEK right now
Job growth
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5-year projection
Salary
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Typical salary
Job satisfaction
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Job opportunities
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Jobs in SEEK right now
Salary
-
Typical salary
Job growth
-
5-year projection
Job satisfaction
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What's it like to be a Banking Specialist?
Banking Specialists provide information and services to banking customers. They open and close accounts, process transactions and provide advice on services and products in person, online or over the phone. Banking Specialists need strong communication and data analysis skills and may specialise in one or more types of banking.
Tasks and duties
- Opening and closing bank accounts for customers.
- Processing transactions.
- Explaining services offered to customers.
- Identifying customer needs and recommending products and services.
- Cashing cheques and cash and paying correct amounts into customer accounts.
- Recording transactions, verifying customer records and receipts.
- Balancing cash and informing supervisors of discrepancies.
- Providing customer service in person, online and over the phone.
How to become a Banking Specialist
You can work as a Banking Specialist without a formal qualification, but a tertiary qualification may provide an advantage. Experience in the banking industry is usually required. On-the-job training may be provided.
- Complete a relevant qualification. This could be a Certificate IV in Financial Services (FNS41820) or Certificate IV in Banking Services (FNS42020), which usually take one year. Alternatively, complete a Bachelor of Finance which typically takes three years and may provide broader career options.
- Build experience working in a customer service-based role in a bank or other financial institution.
- Develop your specialisation in one or more areas of personal or business banking to continue progressing your banking career.
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Find out how your salary compares with the average salary for Banking Specialists.
Latest Banking Specialist jobs on SEEK
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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.
Source: SEEK job ads and SEEK Profile data
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Latest Banking Specialist reviews
May 2021
Reviewer's Qualification
Certificate III in Financial Services
Experience
1 – 4 years
Organisation size
Large (200+ employees)
Specialisation
Personal banking
The good things
A customer focused role, job satisfaction from helping people make financial decisions that positively impact their lives
The challenges
Customer service can bring it's challenges and there are aspects that limit the extent you can help someone
Read more
Oct 2023
Experience
10+ years
Organisation size
Large (200+ employees)
The good things
Working with customer, job security and opportunities to promotion
The challenges
Working hours, tough regulation, financial risks and wearing uniform
Read more
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 seek.com.au
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