Banking Specialist
Assist customers with their banking needs.
Job opportunities
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Jobs in SEEK right nowJob growth
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5-year projectionSalary
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Typical salaryJob satisfaction
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Job opportunities
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Jobs in SEEK right nowSalary
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Typical salaryJob growth
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5-year projectionJob satisfaction
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On this page
- What's it like to be a Banking Specialist?
- How to become 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?
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.
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. Internet Banking
Business Opportunity
Core Banking
Mobile Banking
Unix Shell Scripting
Gitlab
Change Implementation
Customer Service
Node.JS
Mature Thinking
Source: SEEK job ads and SEEK Profile data
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Latest Banking Specialist reviews
May 2021
Customer service can be challenging at times, but seeing a positive impact in people's lives is so rewarding
Reviewer's QualificationCertificate III in Financial Services
Experience1 – 4 years
Organisation sizeLarge (200+ employees)
SpecialisationPersonal banking
The good thingsA customer focused role, job satisfaction from helping people make financial decisions that positively impact their lives
The challengesCustomer service can bring it's challenges and there are aspects that limit the extent you can help someone
Read more
Oct 2023
Good experience
Experience10+ years
Organisation sizeLarge (200+ employees)
SpecialisationBanking & Financial Services
The good thingsWorking with customer, job security and opportunities to promotion
The challengesWorking hours, tough regulation, financial risks and wearing uniform
Read more
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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.com.au
