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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates exceptional customer focus and a sound understanding of compliance while effectively guiding customers through digital banking tools and services. Capable of multitasking and adapting to change, with strong communication and interpersonal skills.
Highest-signal resume keywords
Customer FocusDigital Banking ToolsCompliance UnderstandingCommunication SkillsRetail Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
Interpersonal SkillsAdaptabilityCollaborationMultitasking
Tools & Technologies
Digital Channels
Industry Keywords
AMLRiskCompliance Obligations
About the role
Key responsibilities & impact- Deliver friendly, efficient, customer-focused support throughout the handover process
- Connect virtually with Advisor Home Loan customers and guide them through required handover actions
- Prepare for and lead conversations to understand customers’ needs and goals
- Help customers navigate digital banking tools and services
- Support account opening, customer detail updates, and identification of relevant products and services
- Meet AML, risk, and compliance obligations
- Contribute to team learning, collaboration, continuous improvement, and excellence
Requirements
What you’ll need- Exceptional customer focus; retail experience is an advantage
- Experience as a user and promoter of technology; working knowledge of different digital channels is an advantage
- Ability to multitask and adapt to change and ambiguity
- Willingness to work collaboratively and independently while remaining focused
- Sound understanding of compliance
- Excellent communication and interpersonal skills
Benefits
Comp & perks- Permanent, full-time employment
- 37.5 hours per week
- Tuesday to Saturday, 8:30 AM to 5:00 PM schedule
- Learning, collaboration, and continuous improvement culture
- Supportive team environment
- Community, diversity, growth, and success-focused culture