
Personal Banker
3 weeks ago
Join Westpac in Maitland, New South Wales, Australia as a Personal Banker. This full-time, branch-based role involves proactively engaging with customers in-person and over the phone to uncover their financial needs, utilising your product knowledge to assist them in achieving their financial goals. You will refer customers to our specialist banking teams such as Home Loans and Business Banking, as well as coach customers on our digital banking offerings. This role blends sales and customer service and holds accountability for sales and referral targets – all with an uncompromising commitment to empowering our customers to make the most of their money
This is a full-time, branch-based role with hours across Monday to Friday.
Responsibilities- Proactively engage with customers in person and by phone to uncover their financial needs and offer appropriate solutions.
- Refer customers to specialist banking teams (e.g., Home Loans and Business Banking).
- Coach customers on Westpac's digital banking offerings.
- Balance sales targets with exceptional customer service and accountability for referrals.
- Meet performance KPIs and contribute to overall business success.
- Maintain a flexible approach as no two days or customers are the same.
- Banking experience is ideal, but not essential – your high-performer energy and ability to gauge and nurture strong customer relationships will be key to driving your success
- Strong experience in a customer-facing / phone-based sales role
- Resilience, tenacity, and an ability to flex – no two days and no two customers are ever the same
- Proven experience of achieving performance KPIs with an uncompromising commitment to delivering an exceptional customer service
- Comfortable when working with numbers and adept at navigating multiple systems
- 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
To get started, simply click on the APPLY or APPLY NOW button.
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.
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