Personal Banking Advisor

Westpac Group

North Canberra

On-site

AUD 60,000 - 75,000

Full time

4 days ago
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Benefits offered by this job

Discounts on banking products
Culture, Lifestyle and Wellbeing leave
Learning and development opportunities
Volunteer opportunities

Job summary

Westpac Group is seeking a Personal Banking Advisor for a branch-based, 12-month fixed-term contract at 38 hours per week (Mon–Fri). You’ll assist customers with transactions, promote digital banking, and provide tailored financial guidance to support their goals.

Training is provided to help you master Westpac products and services, enabling you to grow within the bank. You’ll thrive in a fast-paced environment, build strong customer relationships, and contribute to a positive banking

Qualifications

  • Experience in delivering excellent customer service in financial services.
  • Ability to meet and exceed KPI targets while maintaining quality.
  • Comfort with explaining banking products and services.

Responsibilities

  • Assist customers with banking transactions including cash deposits and withdrawals.
  • Maintain accurate cash handling and end-of-day balancing.
  • Educate customers on digital platforms such as online banking and the Westpac app.
  • Identify opportunities to improve customers’ financial wellbeing with tailored solutions.
  • Ensure compliance with regulatory requirements and internal policies.

Skills

Customer service
KPI achievement
Strong communication
Time management
Relationship building
Willingness to learn

Tools

Online banking platform
Westpac Mobile App

Job description

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.

  • Assist customers with banking transactions includingcashdepositsandwithdrawals
  • Maintain accuratecash handlingand ensure end-of-daybalancing
  • Educate customers ondigital platformssuch asonline bankingand our award-winningmobileapp
  • Identify opportunities to improve customers’financial wellbeingthrough tailored solutions
  • Ensure compliance withregulatoryrequirementsandinternalpolicies

This is a branch-based roleon a 12 month fixed term contractfor 38 hours a week across and inclusive ofMondaytoFriday to support branch opening times.

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.

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!

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

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 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.

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