Personal Banking Specialist

2 weeks ago

Adelaide Region SA, Australia Westpac Group Full time

**Join our diverse, supportive, and growing team at Westpac Group**:

- **Strong banking consulting and/or sales experience is essential**:

- **Full-time role
We believe we can help all our customers make the most of their money through assisting them with their everyday banking and asking the right questions to better identify and understand their needs.

The role of Virtual Personal Banking Specialist is a key position in our virtual branch hub as you will have quality conversations with our customers on a day-to-day basis, creating a stress-free, seamless experience for each person you serve.
- As a Virtual Personal Banking Specialist, your role will entail:
- Supporting customers in branches across the state with their expressed and unexpressed banking needs in a Virtual environment (via phone and video).
- Helping customers with transactional and savings banking needs
- Building strong relationships with customers
- Referring customers onto our team of specialists when required
- Educating customers on new technologies to assist them in the future
- Assisting with the identification of complex entities in line with KYC regulations
- Adapting to change quickly to suit the demands of the evolving business environment
- Working in a high performing, supportive and flexible team environment
- Office based position

**What’s in it for me?**

In a word, lots Over time, you will be well trained to provide general banking information and steadily turn into a banking specialist. Due to the size of our network, we are confident in providing a clear pathway for progression as a result.

Whatever shape your family takes, we offer generous paid and unpaid parental leave for your nominated primary and support carers. This includes leave to organise adoptions, surrogacy, and foster care arrangements. And we continue to pay your super contributions while you take all the time you need to get your new family settled.

In addition to this, you can expect financial benefits for being part of the Westpac team (like special banking, wealth, and insurance offers) you’ll be paid well, and supported throughout your career so you can grow as you do. You’ll also be encouraged to take part in our fun community projects as a paid volunteer.

**What do I need?**
- Strong background of face-to-face customer service, with experience handling cash quickly and accurately
- Ability to multitask in busy environments
- Liaise with internal and external stakeholders to achieve business objectives
- Able to build relationships with customers from all walks of life
- Comfortable exploring and identifying customer needs through asking the right questions and proactively contacting existing customers
- Sales or banking experience highly desirable, however we believe we can teach these skills to an individual with a can-do attitude and eagerness to learn more

**What’s it like to work there?**

We aim to provide one big, supportive team to help us reach our vision to become one of the world’s great service companies. Working with us you'll discover new ways of working, and an exciting range of roles to showcase your skills. As an equal opportunity employer, we’re proud to have created a culture where people can be their best, in an environment that values diversity and flexibility. And one where everyone belongs.

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