Financial Services Specialist

3 days ago


Melbourne, Victoria, Australia Westpac Full time

Are you passionate about delivering exceptional customer experiences? Do you have a knack for building strong relationships and providing tailored financial solutions? We're seeking a skilled Financial Services Specialist to join our team at Westpac's Melbourne Central branch.

About the Role

This part-time opportunity offers a unique chance to work in a fast-paced, dynamic environment where no two days are ever the same. As a Financial Services Specialist, you'll be responsible for managing transactional and savings needs, connecting customers with other specialists when required, and proactively engaging with them via phone or email.

Key Responsibilities
  • Customer Service: Provide top-notch customer service, ensuring that every interaction is seamless, stress-free, and tailored to individual needs.
  • Financial Solutions: Offer expert guidance on various banking products and services, helping customers make informed decisions that meet their financial goals.
  • Relationship Building: Foster strong relationships with customers, understanding their unique circumstances, and providing personalized support whenever needed.
  • Communication: Effectively communicate with customers via phone, email, or in-person, using clear, concise language that addresses their concerns and queries.
What We're Looking For
  • Excellent Communication Skills: Ability to articulate complex financial concepts in a clear, approachable manner.
  • Strong Customer Focus: Passion for delivering exceptional customer experiences, anticipating and meeting their evolving needs.
  • Financial Acumen: In-depth knowledge of banking products and services, with the ability to provide expert guidance and recommendations.
  • Adaptability: Willingness to adapt to changing circumstances, priorities, and deadlines in a fast-paced environment.
Why Join Us?

As a Financial Services Specialist at Westpac, you'll enjoy a competitive salary, excellent benefits, and opportunities for professional growth and development. Our supportive team environment encourages collaboration, innovation, and continuous learning, helping you thrive in your role and advance your career.

Salary Estimate

We offer a salary of approximately $65,000 - $75,000 per annum, depending on experience and qualifications.



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