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Types of advice and
fulfilment channels

We can further increase the quality of the customer experience by discussing the customer’s personal financial requirements and using the resources available to you via the Group Intranet page.

Let’s take a look at how engaging your resources and understanding fulfilment channels can benefit the customer.

Click the ‘How a Banker can help’ button to learn what a Banker can offer.

How a banker can help

dialog start
  • A Banker can listen to the customer and identify and provide specific details on products
  • A Banker can, if accredited to do so, recommend the most suitable solution for a particular customer
  • A Banker can identify the correct fulfilment channels a customer can use such as the customer’s personal portfolio manager (Commonwealth Private Bank or Premium Banking) branch or online as indicated on their CommSee customer profile).

Click 'Next' to continue.

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