Sales & Customer Service Assistant – Growth And Training

Veritas Recruitment Clayton Partnership; Melbourne; On-site; AUD 55,000 - 75,000; Full time

Job summary

Bank of Melbourne at 360 Bourke St, Melbourne is seeking a Customer Service Advisor to engage customers and tailor banking solutions. You’ll welcome customers, discuss their financial goals, and offer suitable products, both in-branch and by phone.

The role is full-time, branch-based with hours across Monday to Friday. Join a national banking network focused on customer outcomes and opportunities for growth within the Westpac Group.

Qualifications

• Customer service and sales experience, ideally in a customer-facing role.
• Ability to work toward targets and referrals.
• Calm under pressure when handling challenging situations.
• Accurate cash handling and financial transactions.
• Energetic personality with genuine help intent.
• Willingness to learn new banking procedures and tech.

Responsibilities

• Welcome customers to the branch and understand their needs.
• Provide tailored banking solutions and refer to specialized teams.
• Assist in-person and over the phone to meet service goals.
• Support cash handling and transactional accuracy.

Skills

Customer service

Sales targets

Phone-based work

Cash handling

Resilience

Banking procedures

Job description

Customer Service Advisor - 360 Bourke St, Melbourne

Posted today

Job Description

• Permanent full-time opportunity available at Bank of Melbourne’s 360 Bourke St branch
• Join a Bank that’s committed to helping you take your career as far as possible
• Bring your best-self to connect with customers from all walks of life
• Get things happening for our customers – and your career

What’s the role?

As a Customer Service Advisor, you’ll be at the heart of our branch network, welcoming our customers to Bank of Melbourne 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 with experience 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

Our Promise to You

Bank of Melbourne is part of Westpac Group, and 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.

We’re committed to making Westpac Group the best place to work in the country. Here are a few of the ways we’re already doing that:

• Special offers on banking products and discounts from top brands, including 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
• Opportunities to give back to the community through volunteering initiatives

If you’re interested in this opportunity, we’d love to hear from you.