Personal Banker

Westpac; Waverley Council; On-site; AUD 60,000 - 75,000; Full time

Benefits offered by this job

Mortgage rate discounts

Leave options

Learning & development

Volunteer opportunities

Culture & wellbeing

Job summary

Westpac is hiring a Personal Banker to engage customers in-branch and by phone, uncover financial needs, and guide them to the right banking solutions. You will refer clients to Home Loans and Business Banking teams, while coaching them on digital banking options.

The role blends sales with exceptional customer service and targets achievement. You will work full-time in a branch, across early hours and Saturdays, with comprehensive training and supportive team guidance to help you thrive in a

Qualifications

• Banking/finance experience is helpful but not required.
• Proven ability to meet performance KPIs while delivering excellent customer service.
• Comfortable using multiple banking systems and processes.
• Strong interpersonal and listening skills for client engagement.

Responsibilities

• Engage with customers in-person and over the phone to uncover financial needs.
• Refer customers to specialist banking teams (e.g., Home Loans, Business Banking).
• Coach customers on digital banking offerings and self-service tools.
• Achieve sales and referral targets with a high standard of service.

Skills

Customer service

Sales mindset

Phone-based sales

KPI driven

Relationship building

Job description

Job Description

Reap the benefits of working with a diverse, inclusive and vibrant team as part of one of Australia’s Biggest Bank. Bring your customer service and sales experience and build a long-lasting career in Banking and Finance!

Job Description

Reap the benefits of working with a diverse, inclusive and vibrant team as part of one of Australia’s Biggest Bank. Bring your customer service and sales experience and build a long-lasting career in Banking and Finance!

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 8.40am to 5pm and inclusive of Monday to Saturday.

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!

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

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 out more information and additional contact details by visiting the "People with Disability and/or needing Accessibility Requirements" page on our website .