Personal Banking Advisor

Westpac Bank; Sydney; On-site; AUD 55,000 - 75,000; Full time

Benefits offered by this job

Employee mortgage rates

Culture, Lifestyle and Wellbeing leave

Learning & development opportunities

Community volunteering

Job summary

Westpac Bank in Merrylands is seeking a Personal Banking Advisor to assist customers with banking needs and provide tailored advice. You will help open accounts, advise on products, and manage finances while focusing on building long-lasting relationships.

The role emphasizes customer service excellence, achieving KPIs, and ongoing professional growth. Training will be provided to support your success in a dynamic, supportive team environment.

Qualifications

• Proven ability to meet and exceed KPI targets while delivering exceptional customer service.
• Strong communication skills and excellent time management.
• A passion for building and maintaining strong customer relationships to support sales and banking needs.
• Thrives in dynamic, fast-paced environments with variety in daily tasks.
• Willingness to learn and grow professionally.

Responsibilities

• Assist customers with banking needs and tailor advice and solutions.
• Help customers open accounts and manage finances.
• Provide guidance on Westpac's products and services to meet customer goals.
• Build and nurture strong relationships to deliver a positive banking experience.

Skills

Customer service excellence

KPI achievement

Relationship building

Communication & time management

Willingness to learn

Mandarin speaking

Job description

Create your best future and join Westpac Merrylands 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.
• Candidates who can speak Chinese / Mandarin will be prioritised for this role

This is a full-time position, working 38hours per week with the hours working Monday to Friday 8.30- 4.45pm.

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 ourwebsite.