Personal Banking Advisor

2 days ago


Cloverdale, Australia Westpac Group Full time

We want to help all of our customers with all of their banking. Not just because it’s better for business - but so they make the most of their money too.

As a Personal Banking Advisor, you will:

- Handle transactions and have everyday banking conversations with the customers,
- Reach out to customers both in-branch and over the phone, connecting them to the right products as you provide financial advice and seamless service.
- Build rock-solid relationships, you’ll make it clear you understand what our customers need today - and what their plans are for tomorrow.
- Take full ownership of customer requests and proactively follow up agreed actions
- Keep up to date with new banking products and services; their features, benefits and how these can be best offered to existing and potential customers
- Educating customers on new technologies and tools that will enhance their banking experience
- Comply with established bank and external policies and procedures to ensure the confidentiality and security of bank and client assets and information

**What’s in it for me?**

In a word, lots As well as job flexibility and the financial benefits for being part of the Westpac team (like special banking, wealth and insurance offers) you’ll be paid well, and trained so your career 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?**

Some experience in customer service is a must - especially if it involved you putting your passion into making sales as well. You’ll be confident to build relationships and then manage them for the long-term. And any business or financial know-how will definitely be an advantage in making exciting things happen for our customers.

**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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