Personal Banking Advisor

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

Benefits offered by this job

Employee mortgage rates

Culture and Wellbeing leave

Learning & development

Volunteer opportunities

Job summary

Westpac Ashfield is seeking a Personal Banking Advisor to help customers with banking needs, open accounts, and manage finances in a friendly, professional environment.

You will build strong relationships, deliver tailored financial solutions, and participate in comprehensive training to stay up-to-date with products and services. Join a supportive team that values growth, inclusion, and community involvement.

Qualifications

• Experience thriving in dynamic, fast-paced environments.
• Proven ability to meet and exceed KPI targets while delivering customer service.
• Passion for building and maintaining strong customer relationships to support sales and banking needs.
• Excellent communication and time management skills.

Responsibilities

• Assist customers with banking needs and provide tailored advice.
• Open accounts and guide customers through basic financial tasks.
• Provide guidance on Westpac products and services to meet customer goals.
• Contribute to achieving branch and team targets through quality service.

Skills

Dynamic environment experience

Meet KPI targets

Relationship building

Strong communication

Willingness to learn

Mandarin (preferred)

Job description

Create your best future and join Westpac Ashfield as a Personal Banking Advisor.

What's the role?

A Personal Banking Advisor at Westpac is a professional who assists customers with their banking needs, offering tailored advice and solutions. They help with tasks like opening accounts, managing finances, and providing guidance on Westpac's products and services. Their role is customer-focused, aiming to build strong relationships and ensure a positive banking experience.

What do I need?

• Thrive in dynamic, fast-paced environments with variety in daily tasks.
• Proven experience in meeting and exceeding KPI targets while delivering exceptional customer service.
• Passion for building and maintaining strong customer relationships to support sales and banking needs.
• Strong communication skills and excellent time management.
• A willingness to learn and grow professionally.
• Mandarin speaking candidates will be prioritised for this position.

This is a full-time position, working 38hours per week with the hours working across Monday to Friday, 8:30am - 4:35pm

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?

• 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.

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.