Small Business Banking Specialist


  • You have a proven track record in exceptional customer service and are ready for the next challenge
  • We are a team that is committed to understanding our customers’ needs and delivers an exceptional level of service
  • Together, we are helping our customers achieve their small business banking & finance goals and needs

Do work that matters!

The Small Business Banking Specialist is responsible for achieving asset, lending and non-lending targets from both new and existing customers. They will deliver consistently good service to a diverse range of inbound and proactive outbound customer outcome and service contacts including calls, video conference calls and click to chat as well as other related activities, ensuring the customer is provided with a total solution for their banking needs. The specialist is responsible for handling inbound and outbound enquiries from a wide network throughout Australia and looks for customer outcome opportunities and solutions on every customer interaction and conversation.

The Small Business Banking Specialist is responsible for:

  • Providing exceptionally brilliant customer service in a friendly, prompt and professional manner
  • Analysing and assessing commercial and retail lending applications, preparing submissions for credit decisioning.
  • Meeting all customer outcome goals including service quality, conversation outcomes and customer need requirements
  • Positively influences and rebuilds the customers experience when at risk.
  • Actioning, resolving and closing all sales leads and referral opportunities within established service standards
  • Recognising referral opportunities that do not meet the Small Business market segment, referring to specialist sales, Business Banking or retail and following up to ensure completion
  • Provide fulfilment support for marketing/product campaigns
  • Meeting and exceeding individual and team performance and customer outcome goals
  • Deliver an outcome for the customer through continuous improvement and a high level of product and procedural knowledge acquired through personal development, cross skilling and process improvement.
  • Contribute to the efficient and effective operation of Small Business through optimally managing own workflow, enquiry handle time and agent availability
  • Actively contribute to improving the customer experience by capturing customer insights data from daily enquiries/emails and be active in contributing suggestions for product and process improvement.

We’re interested in hearing from people who are/have:

  • Self-motivated customer focussed person with a proven track record and a good understanding of quality service and customer outcome experiences.
  • Ability to demonstrate integrity and accountability helping customers achieve their goals.
  • Able to work in a high paced team environment.
  • Revels in change and feedback to improve performance.
  • A strong understanding of Business & Retail lending products, policy and process.
  • Solid cross sell experience.
  • Sound analytical, planning and problem solving skills.
  • High-level knowledge of banking practices, operations and guidelines.
  • Strong customer service skills are mandatory, as is a strong level of competency in written and verbal communication
  • Ability to demonstrate Bankwest values

See yourself in our team?

Small Business is a specialised team within the wider Personal & Business Banking division that looks after both personal and business financial needs for Small Business owners. Our purpose is to "improve the financial wellbeing of our customers and communities" and we do this by "providing simple, accessible banking with the support to help business grow".

Working for Bankwest means being a part of a fast-paced team environment, where hard work is rewarded with fantastic opportunities to grow your career anywhere within the bank.

We are proud of our fun and inclusive culture and enjoyable working environment.

Interested in the above? Then hit the "Apply Now" button!

Whether you’re passionate about customer service, driven by data, or called by creativity, a career here is for you.

Our people bring their diverse backgrounds and unique perspectives to build a respectful, inclusive and flexible workplace. One where we’re driven by our values, and supported to share ideas, initiatives, and energy. One where making a positive impact for customers, communities and each other is part of our every day.

Here, you’ll thrive. You’ll be supported when faced with challenges, and empowered to tackle new opportunities. We really love working here, and we think you will too.

We’re determined to make a real difference for Australia’s first peoples. We encourage all interested applicants to apply. If you're already part of the Commonwealth Bank Group (including Bankwest), 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.


  • You have a proven track record in exceptional customer service and are ready for the next challenge
  • We are a team that is committed to understanding our customers’ needs and delivers an exceptional level of service
  • Together, we are helping our customers achieve their small business banking & finance goals and needs

Do work that matters!

The Small Business Banking Specialist is responsible for achieving asset, lending and non-lending targets from both new and existing customers. They will deliver consistently good service to a diverse range of inbound and proactive outbound customer outcome and service contacts including calls, video conference calls and click to chat as well as other related activities, ensuring the customer is provided with a total solution for their banking needs. The specialist is responsible for handling inbound and outbound enquiries from a wide network throughout Australia and looks for customer outcome opportunities and solutions on every customer interaction and conversation.

The Small Business Banking Specialist is responsible for:

  • Providing exceptionally brilliant customer service in a friendly, prompt and professional manner
  • Analysing and assessing commercial and retail lending applications, preparing submissions for credit decisioning.
  • Meeting all customer outcome goals including service quality, conversation outcomes and customer need requirements
  • Positively influences and rebuilds the customers experience when at risk.
  • Actioning, resolving and closing all sales leads and referral opportunities within established service standards
  • Recognising referral opportunities that do not meet the Small Business market segment, referring to specialist sales, Business Banking or retail and following up to ensure completion
  • Provide fulfilment support for marketing/product campaigns
  • Meeting and exceeding individual and team performance and customer outcome goals
  • Deliver an outcome for the customer through continuous improvement and a high level of product and procedural knowledge acquired through personal development, cross skilling and process improvement.
  • Contribute to the efficient and effective operation of Small Business through optimally managing own workflow, enquiry handle time and agent availability
  • Actively contribute to improving the customer experience by capturing customer insights data from daily enquiries/emails and be active in contributing suggestions for product and process improvement.

We’re interested in hearing from people who are/have:

  • Self-motivated customer focussed person with a proven track record and a good understanding of quality service and customer outcome experiences.
  • Ability to demonstrate integrity and accountability helping customers achieve their goals.
  • Able to work in a high paced team environment.
  • Revels in change and feedback to improve performance.
  • A strong understanding of Business & Retail lending products, policy and process.
  • Solid cross sell experience.
  • Sound analytical, planning and problem solving skills.
  • High-level knowledge of banking practices, operations and guidelines.
  • Strong customer service skills are mandatory, as is a strong level of competency in written and verbal communication
  • Ability to demonstrate Bankwest values

See yourself in our team?

Small Business is a specialised team within the wider Personal & Business Banking division that looks after both personal and business financial needs for Small Business owners. Our purpose is to "improve the financial wellbeing of our customers and communities" and we do this by "providing simple, accessible banking with the support to help business grow".

Working for Bankwest means being a part of a fast-paced team environment, where hard work is rewarded with fantastic opportunities to grow your career anywhere within the bank.

We are proud of our fun and inclusive culture and enjoyable working environment.

Interested in the above? Then hit the "Apply Now" button!

Whether you’re passionate about customer service, driven by data, or called by creativity, a career here is for you.

Our people bring their diverse backgrounds and unique perspectives to build a respectful, inclusive and flexible workplace. One where we’re driven by our values, and supported to share ideas, initiatives, and energy. One where making a positive impact for customers, communities and each other is part of our every day.

Here, you’ll thrive. You’ll be supported when faced with challenges, and empowered to tackle new opportunities. We really love working here, and we think you will too.

We’re determined to make a real difference for Australia’s first peoples. We encourage all interested applicants to apply. If you're already part of the Commonwealth Bank Group (including Bankwest), 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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