Personal Banker

1 week ago

Sydney, New South Wales, Australia Westpac Full time

Overview
Westpac – Lane Cove, New South Wales, Australia
Join to apply for the Personal Banker role at Westpac. This full-time, branch-based position involves engaging with customers in-person and over the phone to help meet their financial needs, referring customers to specialist banking teams, and coaching customers on digital banking offerings. The role blends sales and customer service with accountability for sales and referral targets, with a focus on empowering customers to manage their money.
What's the role?
As a Personal Banker with Westpac, you will proactively engage with customers in-person and over the phone to uncover their financial needs, utilise your product knowledge to assist them in achieving their financial goals, refer customers to Home Loans and Business Banking teams, and coach customers on digital banking offerings. This role combines sales and customer service and holds accountability for sales and referral targets, while empowering customers to make the most of their money. This is a full-time, branch-based role with hours across Monday to Friday.
What do I need?
Banking experience is ideal, but not essential – your high-performer energy and ability to build strong customer relationships will be key
Strong experience in a customer-facing or phone-based sales role
Resilience, tenacity, and an ability to adapt – no two days or customers are the same
Proven experience of achieving performance KPIs with a commitment to delivering exceptional customer service
Comfortable working with numbers and adept at navigating multiple systems
No banking experience? No problem. Westpac provides comprehensive training and a supportive team to help you master everything you need to flourish in your new role.
Why join us?
We're focused on becoming our customers' #1 banking partner for life. We offer opportunities such as:
Special offers on banking products and discounts from top brands, including mortgage rates for employees
A variety of leave options including Culture, Lifestyle and Wellbeing leave
Tailored learning and development opportunities to support your career growth
Opportunities to participate in volunteering and community initiatives
To get started, click APPLY or APPLY NOW. We're committed to an inclusive community and provide support for veterans, Indigenous Australians, and neurodiverse individuals. If you need adjustments during the recruitment process, learn more on our accessibility page and contact details. We also provide FAQs and internal support resources for career development.
Seniority level
Not Applicable
Employment type
Full-time
Job function
Sales, Business Development, and Education
Industries: Banking, Financial Services, and Investment Banking
Note: Referrals may increase your chances of interview invitation.
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