Virtual Personal Banking Specialist

3 weeks ago

Melbourne, Australia Westpac Full time

Join our Virtual Banking team
- Full-time role
- Hybrid WFH arrangement, Tuesdays in CBD office essential

3 months training provided. Flexibility to work nights, 11:30am - 8pm (preferred, not essential).

**How will I help?**

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. Your role of Virtual Personal Banking Specialist is a key virtual customer facing position in our retail network as you will have quality conversations with our customers and bankers on a day-to-day basis, creating a stress-free, seamless experience for each person you speak to.
- As a Virtual Personal Banking Specialist, your role will entail: _
- Building ‘virtual trust’ with customers and bankers through effective listening, asking the right questions and speaking in a way which makes callers feel heard and understood
- Opening business accounts and handling business referrals
- Help customers referred by branches/brokers/other channels using voice or video conference technology
- Actively engage with our customers through proactive outbound calling to self-generate customer opportunities/appointments for a needs profile
- Pre-qualification of leads/activities to generate opportunities/appointments for a needs profile
- Provide and fulfil solutions against a range of financial needs and opportunities, including retail savings, transactional accounts, term deposits, credit cards and general insurance needs
- Support small business customers with banking structure, solutions and needs based advice
- Collaborating with branch & specialists to meet more complex, affluent or business customer needs
- Completing of all training and e-learning modules as required
- Identify and capture customer complaints
- Keeping our business and customers safe through adherence to risk and compliance policies and frameworks

**What’s in it for me?**

In a word, lots Over time, you will be well trained with continuous support to provide general banking information and develop into more specialist positions. Due to the size of our network, we are confident in providing a clear pathway for progression as a result of high performance.

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.

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.

**What do I need?**
- Solid experience building relationships with customers from all walks of life
- Experience opening business accounts and business referrals
- 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
- Growth mindset that is keen to tackle any challenge and adapt to new ways of working
- Strong verbal and written communication skills with external customers and all business partners
- Ability to multi-task in a busy customer service environment
- Experience referring customers to business partners, with proven track record in identifying when to refer customers, which business partner to refer to and how to manage a seamless referral experience
- An enthusiastic and capable user of digital technology
- Reliable in completing and prioritising key tasks within timeframe
- Ability to have difficult and at times challenging conversations with customers both via internal or outbound calls
- Excellent time management skills
- Private secure location to work from home with a strong internet connection

**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.

  • Personal Banking Specialist

    4 weeks ago

    Melbourne, Australia Westpac Banking Corporation Full time

    Personal Banking Specialist - **Join the Westpac team at our St Kilda South Branch**: - **Previous banking experience in a similar role is mandatory**: - **Be someone our customers can count on** **How will I help?** We want to help all of our customers with all of their banking, so they make the most of their money. And our Personal Banking Specialists...

  • Personal Banking Specialist

    1 week ago

    Melbourne, Australia Westpac Banking Corporation Full time

    Personal Banking Specialist - **Full time role at our Westpac Doncaster East Branch**: - **Previous banking experience in a similar role is mandatory**: - **Mandarin language speaking capability highly desirable** **How will I help?** We want to help all of our customers with all of their banking so they make the most of their money. And our Personal...

  • Personal Banking Specialist

    5 days ago

    Melbourne, Victoria, Australia Westpac Banking Corporation Full time

    Personal Banking Specialist- Join the Westpac team at our St Kilda South Branch:Previous banking experience in a similar role is mandatory:- Be someone our customers can count onHow will I help?We want to help all of our customers with all of their banking, so they make the most of their money. And our Personal Banking Specialists play an essential part in...

  • Virtual Reality Game Master

    2 weeks ago

    West Melbourne, Australia Virtual Room Melbourne Full time

    We are seeking Game Masters for casual work. You will help us create a top-notch customer experience for children and adults alike, inspiring them with our original multiplayer VR Escape Rooms and competitive games. **Why work for Virtual Room?** About Virtual Room The future of entertainment is now here with Virtual Room - the world’s best team-based VR...

  • Virtual Senior Customer Service Specialist

    5 days ago

    Melbourne, Victoria, Australia St Full time

    Join our diverse and growing team at Westpac Group Strong banking consulting and/or sales experience is essential Permanent position in Melbourne with hybrid working flexibility How will I help? 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...

  • Virtual Reality Game Master

    5 days ago

    West Melbourne, Victoria, Australia Virtual Room Melbourne Full time

    We are seeking Game Masters for casual work. You will help us create a top-notch customer experience for children and adults alike, inspiring them with our original multiplayer VR Escape Rooms and competitive games.Why work for Virtual Room?About Virtual RoomThe future of entertainment is now here with Virtual Room - the world's best team-based VR experience...

  • Personal Banking Advisor

    1 week ago

    Melbourne, Australia Westpac Banking Corporation Full time

    Personal Banking Advisor - Permanent Part Time (25 hours per week) - Located at Westpac Coburg, VIC - Ongoing support to grow and develop your career **How will I help?** 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...

  • Personal Banking Advisor

    3 days ago

    Melbourne, Australia Westpac Banking Corporation Full time

    Personal Banking Advisor - **Full time permanent opportunity available - 38 hours per week** - **Customer service role working with the local community - **Keep taking your career up a notch at Westpac Victoria Park** **How will I help?** We want to help all of our customers with all of their banking so they make the most of their money. And our Personal...

  • Personal Banking Advisor

    4 weeks ago

    Melbourne, Australia Westpac Banking Corporation Full time

    Personal Banking Advisor - **Part time permanent opportunity available****: - 25 hours per week**: - **Customer service role working with the local community**: - **Keep taking your career up a notch** **at Westpac Moonee Ponds** **How will I help?** We want to help all of our customers with all of their banking so they make the most of their money. And...

  • Personal Banking Advisor

    1 week ago

    Melbourne, Australia Westpac Banking Corporation Full time

    Personal Banking Advisor - **Part time permanent opportunity available** **25 hrs p/w**: - **Customer service role working with the local community**: - **Keep taking your career up a notch** **at Westpac Eltham** **How will I help?** We want to help all of our customers with all of their banking so they make the most of their money. And our Personal...

  • Virtual Reality Specialist

    3 weeks ago

    Melbourne, Australia TLC Health Care Full time

    **Job no**: 501097 **Work type**: Full-Time **Location**: Melbourne **Categories**: Information Technology TLC Healthcare, an ABA** Employer of Choice **for 7 consecutive years since 2016, is dedicated to being leaders in innovative and integrated healthcare renowned for providing well-being to our communities. We welcome an experienced and innovative...

  • Virtual Reality Specialist

    3 weeks ago

    Melbourne, Australia TLC Health Care Full time

    **Job no**: 501097 **Work type**: Full-Time **Location**: Melbourne **Categories**: Information Technology TLC Healthcare, an ABA** Employer of Choice **for 7 consecutive years since 2016, is dedicated to being leaders in innovative and integrated healthcare renowned for providing well-being to our communities. We welcome an experienced and innovative...

  • Personal Banking Advisor

    5 days ago

    Melbourne, Victoria, Australia Westpac Banking Corporation Full time

    Personal Banking Advisor- Part time permanent opportunity available 25 hrs p/w:Customer service role working with the local community:- Keep taking your career up a notch at Westpac ElthamHow will I help?We want to help all of our customers with all of their banking so they make the most of their money. And our Personal Bankers play an essential part in...

  • Personal Banking Advisor

    4 weeks ago

    South Melbourne, Australia Westpac Banking Corporation Full time

    Personal Banking Advisor - Join our supportive team in our South Melbourne branch - Part-time permanent position - 30 hours per week (over 4 days, excluding Tuesdays) - Ongoing support to grow and develop your career **How will I help?** We believe we can help all our customers make the most of their money through assisting them with their everyday banking...

  • Personal Banking Advisor

    5 days ago

    South Melbourne, Victoria, Australia Westpac Banking Corporation Full time

    Personal Banking Advisor Join our supportive team in our South Melbourne branch Parttime permanent position 30 hours per week (over 4 days, excluding Tuesdays) Ongoing support to grow and develop your careerHow will I help?We believe we can help all our customers make the most of their money through assisting them with their everyday banking and asking the...

  • Personal Banking Advisor

    3 weeks ago

    Melbourne, Australia Westpac Banking Corporation Full time

    Personal Banking Advisor - **Join a supportive team in our Westpac Airport West**: - **Permanent time position - 31.5 hours per week**: - **Customer service role working with the local community** **How will I help?** You'll be the face of Westpac - working in-branch to help our customers achieve their financial goals. How will you do it? By...

  • Personal Banking Advisor

    4 weeks ago

    Melbourne, Australia Westpac Banking Corporation Full time

    Personal Banking Advisor - **Join a supportive team in our Prahran branch.**: - **Permanent full time position - 23 hours per week.**: - **Ongoing training and development available to grow your career.** **How will I help?** You'll be the face of Westpac - working in-branch to help our customers achieve their financial goals. How will you do it? By...

  • Personal Banking Advisor

    4 weeks ago

    Melbourne, Australia Westpac Banking Corporation Full time

    Personal Banking Advisor - **Join a supportive team in our Westpac 520 Collins St Branch**: - **Permanent full time position - 38 hours per week**: - **Customer service role working with the local community** **How will I help?** You'll be the face of Westpac - working in-branch to help our customers achieve their financial goals. How will you do it? By...

  • Personal Banking Advisor

    1 week ago

    Melbourne, Australia Westpac Banking Corporation Full time

    Personal Banking Advisor - **Join a supportive team in our Westpac 520 Collins St Branch**: - **Permanent full time position - 38 hours per week**: - **Customer service role working with the local community** **How will I help?** You'll be the face of Westpac - working in-branch to help our customers achieve their financial goals. How will you do it? By...

  • Personal Banking Advisor

    2 days ago

    Melbourne, Australia Westpac Banking Corporation Full time

    Personal Banking Advisor - **Join a supportive team in our Prahran branch.**: - **Permanent full time position - 23 hours per week.**: - **Ongoing training and development available to grow your career.** **How will I help?** You'll be the face of Westpac - working in-branch to help our customers achieve their financial goals. How will you do it? By...