Personal Banking Advisor

BankSA; Adelaide; On-site; AUD 60,000 - 80,000; Part time

Benefits offered by this job

Special offers on banking products

Variety of leave options

Learning and development opportunities

Volunteering initiatives

Job summary

BankSA is seeking a Personal Banker in Adelaide to engage with customers and assist them in achieving their financial goals through expert product knowledge. This part-time role requires excellent customer service and sales skills.

As a Personal Banker, you'll be involved in both sales and referrals, working with a vibrant team. Training is provided for those new to banking, ensuring your success from day one.

The position offers benefits like special offers on banking products and tailored development opportunities.

Qualifications

• Strong customer-facing experience is essential.
• Able to meet performance KPIs and deliver exceptional service.

Responsibilities

• Engage with customers to uncover their financial needs.
• Refer customers to specialist banking teams.
• Coach customers on digital banking offerings.
• Achieve sales and referral targets.

Skills

Customer service experience

Sales experience

Ability to build relationships

Resilience and tenacity

Adept with numbers and systems

Job description

Personal Banker – Westpac

Excellent Salary + Banking + Lifestyle Benefits

Reap the benefits of working with a diverse, inclusive and vibrant team as part of one of Australia’s Big – bring your customer service and sales experience and build a long‑lasting career in Banking and Finance.

The Hours

Part‑time, branch‑based role – 9:00 am to 4:15 pm Monday to Friday.

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, and 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.

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 achieving performance KPIs with an uncompromising commitment to delivering exceptional customer service.
• Comfortable 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.

Benefits

• 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.

Accessibility and Inclusion

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.