Personal Banker - Geelong, VIC

Westpac Bank

Geelong

On-site

AUD 60,000 - 70,000

Full time

8 days ago
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Benefits offered by this job

Mortgage discounts
Flexible leave options
Learning & development
Volunteer opportunities

Job summary

Westpac Bank Geelong seeks a Personal Banker to engage with customers in-person and on the phone to uncover financial needs and guide them to suitable products. You will refer clients to specialist banking teams and coach them on digital banking offerings, while achieving sales and referral KPIs.

This full-time, branch-based role operates Monday to Friday with training and development provided to support your career growth in banking.

Qualifications

  • Experience in customer-facing roles, with a track record of meeting KPIs.

Responsibilities

  • Engage with customers in-person and over the phone to uncover financial needs.
  • Refer customers to Home Loans, Business Banking and other specialists.
  • Coach customers on digital banking options and drive referrals.

Skills

Customer service
Sales
Phone-based sales
Relationship building

Job description

  • Permanent full-time opportunity available at Westpac's Geelong branch
  • Bring your customer service and sales experience to a role in Banking
  • Support our customers in moments that matter
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, 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.Thisrewardingrole 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!

This is a full-time, branch-based role and the hours are 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 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.
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 ourFAQs and how to contact us page, under the 'Diversity, Sustainability and Flexibility' section.

We may close this job advertisement earlier than the advertised closing date if suitable candidates areidentified. We encourage you to apply as soon as possible.

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