Personal Banking Advisor

Westpac; Sunshine Coast Regional; On-site; AUD 55,000 - 75,000; Full time

Benefits offered by this job

Special offers on banking products

Employee leave options

Learning & development

Volunteering opportunities

Job summary

Westpac Buddina is seeking a Personal Banking Advisor to assist customers with banking needs, offering tailored advice and solutions. You’ll help with opening accounts, managing finances, and guiding clients through Westpac products, aiming to build strong relationships and a positive banking experience.

The role emphasizes KPI targets, customer service excellence, and ongoing development. Training is provided to help you flourish in your new position within a supportive team environment.

Qualifications

• Proven experience in meeting KPIs while delivering exceptional service.
• Strong communication and relationship-building abilities.
• Willingness to learn and grow professionally.

Responsibilities

• Assist customers with banking needs and tailor solutions.
• Provide guidance on Westpac products and services and open accounts.
• Build relationships to ensure a positive banking experience and support sales targets.

Skills

Communication

Time management

Customer service

Sales focus

Job description

Job Description

Create your best future and join Westpac Buddina 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.
• Shifts will be 38 hours across Monday to Friday

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?

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.

• 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.