Part-Time Personal Banking Advisor | Help Clients Grow

Westpac; Greater Shepparton; On-site; AUD 39,000 - 44,000; Part time

Benefits offered by this job

Comprehensive training

Mortgage rate discounts

Volunteer/community involvement

Job summary

Westpac in Shepparton, VIC is seeking a Personal Banking Advisor for a branch-based, part-time position. You will welcome customers, discuss banking needs, and offer tailored solutions both in person and by phone.

The role focuses on delivering high-quality customer service, achieving sales and referral targets, and maintaining a positive work ethic. Training and development are provided to support career growth within Westpac.

Qualifications

• Customer service and sales experience, ideally in a customer-facing or phone-based role with targets.
• Resilience and the ability to stay calm in challenging situations.
• Comfortable working toward sales/referral targets and calling customers.

Responsibilities

• Welcoming customers to Westpac and engaging in conversations to uncover needs and provide tailored banking solutions.
• Assist customers in achieving financial goals, both in person and over the phone, and refer to specialised teams when needed.
• Participate in providing excellent service and learn Westpac procedures and technologies.

Skills

Customer service

Sales

Resilience

Phone support

Target awareness

Cash handling

Financial transactions

People skills

Job description

Westpac in Shepparton, VIC is seeking a Personal Banking Advisor for a branch-based, part-time position. You will welcome customers, discuss banking needs, and offer tailored solutions both in person and by phone.

The role focuses on delivering high-quality customer service, achieving sales and referral targets, and maintaining a positive work ethic. Training and development are provided to support career growth within Westpac.