Personal Banking Advisor - Shepparton, VIC

St George Bank; Greater Shepparton; On-site; AUD 39,000 - 44,000; Part time

Benefits offered by this job

Comprehensive training

Mortgage rate discounts

Volunteer/community involvement

Job summary

Westpac in Shepparton, VIC is seeking a Personal Banking Advisor for a branch-based, part-time position. You will welcome customers, discuss banking needs, and offer tailored solutions both in person and by phone.

The role focuses on delivering high-quality customer service, achieving sales and referral targets, and maintaining a positive work ethic. Training and development are provided to support career growth within Westpac.

Qualifications

• Customer service and sales experience, ideally in a customer-facing or phone-based role with targets.
• Resilience and the ability to stay calm in challenging situations.
• Comfortable working toward sales/referral targets and calling customers.

Responsibilities

• Welcoming customers to Westpac and engaging in conversations to uncover needs and provide tailored banking solutions.
• Assist customers in achieving financial goals, both in person and over the phone, and refer to specialised teams when needed.
• Participate in providing excellent service and learn Westpac procedures and technologies.

Skills

Customer service

Sales

Resilience

Phone support

Target awareness

Cash handling

Financial transactions

People skills

Job description

Personal Banking Advisor - Shepparton, VIC

Shepparton, VIC, Australia

Job Description

• Permanent part-time opportunity available at Westpac’s Shepparton branch


• Genuine opportunity to begin a long-lasting career


• Maintain a perfect work / life balance in this part-time role


• Hours:30.4 hours per week across 4 days

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 part-time, branch-based role of 30.4 hours per week from 9am – 5pm approx. across days to be agreed upon with the successful candidate!

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.

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.

We may close this job advertisement earlier than the advertised closing date if suitable candidates areidentified. We encourage you to apply as soon as possible.