Personal Banker

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

Benefits offered by this job

Employee mortgage discounts

Leave options (Culture, Lifestyle, Wel

Wellbeing leave

Job summary

Westpac is seeking a Personal Banker in Double Bay, NSW. The role blends sales and customer service, with accountability for sales and referral targets. You will engage customers in person and by phone, help them meet financial goals, and refer to Home Loans and Business Banking as needed.

This full‑time, branch‑based position runs Monday to Friday 8:30–4:45, with training and support to grow your banking career within Westpac.

Qualifications

• Banking experience is ideal but not essential; high‑performer energy and strong customer relationships are key.
• Experience in customer-facing or phone-based sales roles is desirable.
• Ability to stay resilient and adaptable across different customers and days.
• Track record of meeting performance KPIs and delivering excellent customer service.
• Comfort with numbers and navigating multiple systems.

Responsibilities

• Engage customers in‑person and over the phone to uncover financial needs.
• Refer customers to specialist teams (e.g., Home Loans, Business Banking).
• Coach customers on digital banking offerings and achieve sales/referral targets.

Skills

Customer-facing sales

Phone-based sales

Resilience

Strong customer relationships

Numerical/work with multiple systems

Job description

Personal Banker Westpac Double Bay, NSW, AU

What’s the role?

As a Personal Banker with Westpac, 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 hours are across and inclusive of Monday to Friday from 8:30 – 4:45 each day.

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, 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

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.

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.