Personal Banking Advisor - Echuca, VIC

Westpac; Echuca; On-site; AUD 65,000 - 75,000; Full time

Job summary

Westpac Echuca branch is seeking a Personal Banking Advisor to welcome customers and understand their needs, offering tailored banking solutions both in-branch and over the phone. You will use product knowledge to help clients achieve their financial goals, refer to specialist Banking teams when needed, and contribute to a welcoming, high-service culture every day.

This is a full-time, branch-based role with hours across Monday to Friday, and comprehensive training to support your development

Qualifications

• Customer service and sales experience in a customer-facing/phone-based role with targets.
• Resilience to stay calm under pressure.
• Comfortable meeting sales/referral targets and calling customers.
• Numerical capability with cash handling and financial transactions.
• Energetic personality and passion for helping people.
• Willingness to learn and adapt to banking procedures and technologies.

Responsibilities

• Welcome customers to Westpac and discuss their needs to tailor banking solutions.
• Assist customers in-person and over the phone using product knowledge.
• Refer customers to specialised Banking teams when necessary.

Skills

Customer service

Sales

Resilience

Numerical capability

Communication

Job description

• Permanent full-time opportunity available at Westpac’s Echuca branch
• Genuine opportunity to begin a long-lasting career
• Empower our customers to make the most of their money

As a Personal Banking Advisor, you’ll be at the heart of our branch network, welcoming our customers to Westpac and engaging in meaningful conversations to uncover their needs and provide them with tailored banking solutions. You will utilise your product knowledge to assist customers in achieving their financial goals – both in-person and over the phone – and referring them on to our specialised Banking teams when necessary. This is a rewarding role which will see your dedication and expertise empower customers to make the most of their money, each and every day!

This is a full-time, branch-based role and the hours are across and inclusive of Monday to Friday.

What do I need?

• Customer service and sales experience,ideally in a customer-facing / phone-based role withexperience of working to targets
• Resilience, with an ability to remain calm and composed whilst managing challenging situations
• Comfortable in working towards sales / referral targets and calling customers over the phone
• Numerical capability, ideally with proficiency in cash handling and counting, with ability to complete financial transactions with accuracy
• An energetic personality coupled with a genuine passion for helping people!
• The will to learn and adapt to new banking procedures and technologies

No banking experience? No problem. Your vibrant personality, eagerness to learn and commitment to delivering an exceptional customer service are key to excel in this role. 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. 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 more information and contact details on our FAQs and how to contact us page , under the ‘Diversity, Sustainability and Flexibility’ section.

We may close this job advertisement earlier than the advertised closing date if suitable candidates areidentified.