Virtual Personal Banking Specialist

4 days ago

Perth, Western Australia Westpac Group Full time

Join our Virtual Banking team
- Full-time & part-time available
- Hybrid work - WFH + Head office in Perth

**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 Advisor is a key virtual customer facing position in our network 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 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
- Help customers referred by branches/brokers/other channels using voice or video conference technology
- 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?**
- Strong background of face-to-face customer service, with experience handling cash quickly and accurately
- Ability to multitask in busy environments
- 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
- An enthusiastic and capable user of digital technology

**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.

  • Virtual Personal Banking Specialist

    2 days ago

    Perth, Western Australia Westpac Full time

    **Join our diverse and growing team at Westpac Group**:- **Strong banking consulting and/or sales experience is essential**:- **Permanent Full Time position in our Perth office**You will be the face of Westpac, having virtual appointments to help out customers achieve their financial goals.**How will I help?**We believe we can help all our customers make the...

  • Virtual Personal Banking Professional

    4 days ago

    Perth, Western Australia beBeeExperience Full time $60,000 - $90,000

    Customer Experience SpecialistThis role focuses on delivering a seamless banking experience for our customers.As a Customer Experience Specialist, you will be responsible for building trust with customers and bankers through effective communication and listening skills.You will assist customers with their banking needs, collaborate with branch specialists,...

  • Personal Banking Specialist

    2 days ago

    Perth, Western Australia Westpac Group Full time

    **Join our diverse and growing team at Westpac Group**:- **Strong banking consulting and/or sales experience is essential**:- **Full-time role in our Joondalup branch**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...

  • Banking Professional

    2 days ago

    Perth, Western Australia beBeeCustomer Full time $90,000 - $110,000

    Customer Banking SpecialistWe are seeking a Customer Banking Specialist to join our team. In this role, you will be the face of our organization, having virtual appointments to help customers achieve their financial goals.Your key responsibilities will include:Helping customers with transactional and savings banking needs

  • Transactional Banking Specialist

    2 weeks ago

    Perth, Western Australia Westpac Group Full time

    Create your best future and join Westpac as aTransactional Banking Specialist.Help Australian businesses thrive.Drive sales.Make an impact.At Westpac, we believe in helping small and medium businesses succeed.As part of our state-based Virtual Business team, you'll be at the heart of that mission – delivering tailored payment and transaction banking...

  • Transactional Banking Specialist

    2 weeks ago

    Perth, Western Australia Westpac Group Full time

    Create your best future and join Westpac as a Transactional Banking Specialist.Help Australian businesses thrive. Drive sales. Make an impact.At Westpac, we believe in helping small and medium businesses succeed. As part of our state-based Virtual Business team, you'll be at the heart of that mission – delivering tailored payment and transaction banking...

  • Transactional Banking Specialist

    5 days ago

    Perth, Western Australia Westpac Group Full time

    Create your best future and join Westpac as a Transactional Banking Specialist.Help Australian businesses thrive. Drive sales. Make an impact.At Westpac, we believe in helping small and medium businesses succeed. As part of our state-based Virtual Business team, you'll be at the heart of that mission – delivering tailored payment and transaction banking...

  • Personal Banking Advisor

    1 day ago

    Perth, Western Australia Westpac Full time

    **Join our diverse and growing team at Westpac Group**:- **Strong banking consulting and/or sales experience is essential**:- **Full-time role in our Claremont branch**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...

  • Personal Banking Advisor

    3 days ago

    Perth, Western Australia Westpac Group Full time

    **Join our diverse and growing team at Westpac Group**:- **Strong banking consulting and/or sales experience is essential**:- **Full-time role in our Perth branch****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...

  • Personal Banking Advisor

    2 days ago

    Perth, Western Australia Westpac Group Full time

    **Join our diverse and growing team at Westpac Group**:- **Strong banking consulting and/or sales experience is essential**:- **Full-time role in our Success branch**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...