Banking Customer Advisor – Sales & Service

Westpac; Adelaide; On-site; AUD 55,000 - 75,000; Full time

Benefits offered by this job

Banking product offers & discounts

Culture, Lifestyle and Wellbeing leave

Tailored learning and development

Volunteer opportunities

Job summary

BankSA is recruiting a Customer Service Specialist at its Elizabeth branch in South Australia. The role blends sales and customer service, requiring engagement with customers in person and by phone to identify financial needs and drive referrals to Home Loans and Business Banking. Training and support are provided to help you succeed.

Full-time (38 hours/week) and Part-time (32.5 hours/week) options exist, with hours across Monday to Friday. A high-energy, customer-focused mindset is essential.

Qualifications

• Experience in a customer-facing or phone-based sales role.
• Proven ability to achieve performance KPIs with strong customer service.
• Comfortable working with numbers and navigating multiple systems.

Responsibilities

• Engage with customers in-person and over the phone to uncover financial needs.
• Refer customers to specialist banking teams (Home Loans, Business Banking).
• Coach customers on digital banking offerings and achieve sales/referral targets.
• Contribute to a supportive, high-energy banking service culture.

Skills

Customer service

Sales

Relationship building

Resilience

Numbers

Multi-system navigation

Tools

CRM software

Banking platforms

Job description

BankSA is recruiting a Customer Service Specialist at its Elizabeth branch in South Australia. The role blends sales and customer service, requiring engagement with customers in person and by phone to identify financial needs and drive referrals to Home Loans and Business Banking. Training and support are provided to help you succeed.

Full-time (38 hours/week) and Part-time (32.5 hours/week) options exist, with hours across Monday to Friday. A high-energy, customer-focused mindset is essential.