Personal Banker - Windsor, NSW

Westpac Bank

Windsor

On-site

AUD 60,000 - 75,000

Full time

2 days ago
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Benefits offered by this job

Employee mortgage rates
Leave options
Learning & development
Volunteering opportunities

Job summary

Westpac Windsor is seeking a Personal Banker to engage customers in-branch and by phone, helping them understand financial options and achieve goals.

You will refer customers to Home Loans and Business Banking, coach on digital banking, and meet sales and referral targets while delivering outstanding service in a busy community branch.

Qualifications

  • Banking experience is ideal, but not essential – high-performer energy and the ability to gauge and nurture strong customer relationships will be key.
  • Strong experience in a customer-facing / phone-based sales role.
  • Resilience, tenacity, and an ability to flex – no two days or customers are the same.
  • Proven experience of achieving performance KPIs with an uncompromising commitment to customer service.
  • Comfortable working with numbers and navigating multiple banking systems.

Responsibilities

  • Engage with customers in-branch and over the phone to uncover financial needs and guide them to suitable products.
  • Refer customers to specialist teams (e.g., Home Loans, Business Banking) and coach on digital banking offerings.
  • Meet sales and referral targets while delivering an exceptional banking experience for the community.

Skills

High performer energy
Customer relationships
Customer-facing sales
Resilience and adaptability
KPI achievement
Numerical skills
Multi-system navigation

Job description

  • Permanent full-time opportunity available at Westpac’s Windsor branch
  • Bring your best-self to connect with customers from all walks of life
  • Get things happening for our customers – and your career
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.This role may require you to cover planned and unplanned leave across other Westpac Group branches in the area, so the ability to travel and flexibility is essential.

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 are identified. We encourage you to apply as soon as possible.
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