Personal Banker

Personal Banker

Full-Time 47250 - 57750 $ / year (est.) On-site
W

At a Glance

  • Tasks: Engage with customers to uncover their financial needs and provide tailored banking solutions.
  • Company: Join one of Australia's biggest banks with a vibrant and inclusive team culture.
  • Benefits: Enjoy discounts on banking products, flexible leave options, and career development opportunities.
  • Other info: Be part of a supportive community that values diversity and offers excellent career growth.
  • Why this job: Make a real impact by helping customers achieve their financial goals in a rewarding role.
  • Qualifications: Customer service experience is key; banking experience is a bonus but not essential.

The predicted salary is between 47250 - 57750 $ per year.

Reap the benefits of working with a diverse, inclusive and vibrant team as part of one of Australia's Biggest Banks. Bring your customer service and sales experience and build a long-lasting career in Banking and Finance!

As a Personal Banker with Westpac, you will proactively engage with customers in-person and over the phone to uncover their financial needs, utilising your expert product knowledge to assist them in achieving their financial goals. You will refer customers to our specialist banking teams such as Home Loans and Business Banking, as well as coach customers on our digital banking offerings. This rewarding role blends sales and customer service and holds accountability for sales and referral targets - all with an uncompromising commitment to empowering our customers to make the most of their money!

This is a full-time, branch-based role and the hours are across 8.30am to 5pm and inclusive of Monday to Friday.

What do I need?

  • Banking experience is ideal, but not essential - your high-performer energy and unique ability to gauge and nurture strong customer relationships will be key to driving your success.
  • Strong experience in a customer-facing / phone-based sales role.
  • Resilience, tenacity, and an ability to flex - no two days and no two customers are ever the same!
  • Proven experience of achieving performance KPIs with an uncompromising commitment to delivering exceptional customer service.
  • Comfortable when working with numbers and adept at navigating multiple systems.

We're obsessed with becoming our customers' #1 banking partner for life and we're looking for people who are passionate about helping us achieve that goal. In return, we're committed to making Westpac the best place to work in the country.

Here are just a few of the ways we're already doing that:

  • Special offers on banking products and discounts from top brands, including generous employee-only mortgage rates!
  • A variety of leave options including Culture, Lifestyle and Wellbeing leave.
  • Tailored learning and development opportunities to help you grow your career within the bank.
  • Lots of opportunities to 'give back' to the Community by getting involved in our many volunteering initiatives.

We're all about creating a supportive and inclusive community. We welcome everyone - no matter your age, gender, background, or abilities. We also provide additional support to welcome our veterans, Indigenous Australians and neurodiverse community. If you need any adjustments during the recruitment process, you can find out more information and additional contact details by visiting the "People with Disability and/or needing Accessibility Requirements" page on our website.

We may close this job advertisement earlier than the advertised closing date if suitable candidates are identified. We encourage you to apply as soon as possible.

Personal Banker employer: Westpac

Join Westpac as a Platform Engineer - MongoDB Atlas and experience a workplace that prioritises your growth and well-being. With flexible work arrangements, tailored learning opportunities, and a strong commitment to community involvement, Westpac fosters an inclusive culture where every employee can thrive. Enjoy unique benefits like special banking offers and generous leave options, making it an excellent choice for those seeking a rewarding career in a supportive environment.

W

Contact Details:

Westpac Recruitment Team

We think you need these skills to ace Personal Banker

Customer Service
Sales Experience
Product Knowledge
Financial Needs Assessment
Referral Skills
Coaching Skills
Performance KPI Achievement