Banking Customer Advisor — Service & Referrals

BankSA; Mount Barker; On-site; AUD 55,000 - 75,000; Full time

Job summary

BankSA is seeking a Customer Service Specialist to engage customers in-branch and by phone, using product knowledge to support their financial goals. You will refer customers to Home Loans and Business Banking, and coach them on digital banking, balancing sales targets with exceptional service.

This full-time, branch-based role emphasizes strong customer relationships, resilience, and the ability to navigate multiple systems while driving outcomes for clients and the bank.

Qualifications

• Strong experience in a customer-facing or phone-based sales role.
• Proven ability to achieve performance KPIs with a focus on customer service.
• Comfortable when working with numbers and navigating multiple systems.

Responsibilities

• Proactively engage with customers in-person and over the phone to uncover financial needs.
• Refer customers to specialist banking teams and coach on our digital banking offerings.
• Meet sales and referral targets with an uncompromising commitment to customer outcomes.

Skills

Customer-facing sales

Resilience

KPI achievement

Numeracy

Multisystem navigation

Tools

CRM systems

Job description

BankSA is seeking a Customer Service Specialist to engage customers in-branch and by phone, using product knowledge to support their financial goals. You will refer customers to Home Loans and Business Banking, and coach them on digital banking, balancing sales targets with exceptional service.

This full-time, branch-based role emphasizes strong customer relationships, resilience, and the ability to navigate multiple systems while driving outcomes for clients and the bank.