Customer Service Specialist - Elizabeth, SA

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

Job Description

• Full-time and part-time permanent opportunities available at BankSA’s Elizabeth branch
• Enhance your career with a bank that serves one in four South Australians
• Bring your customer service and sales experience to a dynamic role in Banking and Finance
• Hours: 38 or 32.5 hours per week across Mon to Fri

What’s the role?

As a Customer Service Specialist with BankSA, you will proactively engage with customers in-person and over the phone to uncover their financial needs, utilisingyour expert product knowledge to assist them in achieving their financial goals.You willrefer customers to our specialist banking teams such as Home Loans and Business Banking, as well as coach customers on our digital banking offerings.Thisrewarding role blends sales and customer service and holds accountability for sales and referral targets – all with an uncompromising commitment to empoweringourcustomers to make the most of their money!

• Full-time role: 38 hours per week across and inclusive of Monday to Friday
• Part-time role: 32.5 hours per week from 9am - 4.15pm across 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 an exceptional customer service
• Comfortable when working with numbers and adept at navigating multiple systems

No banking experience? No problem. At BankSA, we’re committed to your success from day one. You will receive comprehensive training on our banking products and services and our supportive team will provide hands‑on guidance and resources to help you master everything you need to flourish in your new role. We’re here to empower you with the knowledge and skills to thrive and advance your career with us!

Our Promise to You

BankSA is part of Westpac Group, and 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 Group 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 your grow your career within the bank.
• Lots of opportunities to ‘give back’ to the community by getting involved in our many volunteering initiatives.

Create Your Future Today

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 more information and contact details on our FAQs and how to contact us page , under the ‘Diversity, Sustainability and Flexibility’ section.