Customer Service Specialist - Seacome Gardens

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

Job summary

BankSA is seeking a Customer Service Specialist to engage customers in-branch and over the phone, uncovering financial needs and guiding them to the right banking solutions. You’ll refer customers to specialist teams and coach them on digital tools to enhance their banking experience.

The role blends sales with service, with targets to achieve and a commitment to empowering customers to make the most of their money. Training will be provided as part of Westpac Group’s program.

Qualifications

• Banking experience is ideal, but not essential – focus on high energy and building strong customer relationships.
• Strong experience in a customer-facing / phone-based sales role.
• Resilience and adaptability to handle varying customer needs.
• Proven track record of meeting performance KPIs with great customer service.
• Comfortable with numbers and navigating multiple systems.

Responsibilities

• Engage with customers in-person and over the phone to identify financial needs.
• Refer customers to Home Loans, Business Banking and other specialists.
• Coach customers on digital banking offerings and self-service options.
• Work toward sales and referral targets while delivering exceptional service.

Skills

Customer service

Sales

Banking experience

KPI achievement

Resilience

Numbers & systems

Job description

Job Description

As a Customer Service Specialist with BankSA, 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 schedule is 8:15 am-4:45 pm, 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 Westpac Group, 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!

Why join us?

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 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.