Personal Banking Advisor

Personal Banking Advisor

Liverpool Full-Time 24000 - 36000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Engage with customers, provide tailored banking solutions, and assist in achieving financial goals.
  • Company: Join Westpac, Australia's oldest bank, serving over 13.9 million customers with diverse financial services.
  • Benefits: Enjoy flexible working hours, discounts on banking products, and various leave options for wellbeing.
  • Why this job: Empower customers daily while growing your career in a supportive and inclusive environment.
  • Qualifications: Customer service experience preferred; vibrant personality and eagerness to learn are essential.
  • Other info: No banking experience needed; comprehensive training provided to help you succeed.

The predicted salary is between 24000 - 36000 £ per year.

  • MULTIPLE permanent part-time opportunities available across our Southwestern suburbs branches
  • Be a part of our ambition to be our customers’ #1 bank and partner through life
  • Genuine opportunity to begin a long-lasting career with Westpac or St George bank
  • Hours: 27 – 35 hours per week across 3 – 4 weekdays, and you must be able to work Saturdays

Create your best future and join Westpac as a Personal Banking Advisor at one of our branches across Southwestern Sydney suburbs, including Bankstown, Cabramatta, Liverpool, Carnes Hill and Macarthur Square!

As a Personal Banking Advisor, you’ll be at the heart of our branch network, welcoming our customers to Westpac and engaging in meaningful conversations to uncover their needs and provide them with tailored banking solutions. You will utilise your product knowledge to assist customers in achieving their financial goals – both in-person and over the phone – and referring them on to our specialised Banking teams when necessary. This is a rewarding role which will see your dedication and expertise empower customers to make the most of their money, each and every day!

We have multiple roles available with shifts varying from 27 – 35 hours per week across 3 – 4 weekdays, and you must be able to work Saturdays.

What do I need?

  • Customer service and sales experience, ideally in a customer-facing / phone-based role withexperience of working to targets
  • Resilience, with an ability to remain calm and composed whilst managing challenging situations
  • Comfortable in working towards sales / referral targets and calling customers over the phone
  • Numerical capability, ideally with proficiency in cash handling and counting, with ability to complete financial transactions with accuracy
  • An energetic personality coupled with a genuine passion for helping people!
  • The will to learn and adapt to new banking procedures and technologies

No banking experience? No problem. Your vibrant personality, eagerness to learn and commitment to delivering an exceptional customer service are key to excel in this role. At Westpac Group, we’re committed to your success from day one. You will receive comprehensive training on our banking products and services and our supportive team will provide hands-on guidance and resources to help you master everything you need to flourish in your new role. We’re here to empower you with the knowledge and skills to thrive and advance your career with us!

We’re obsessed with becoming our customers’ #1 banking partner for life and we’re looking for people who are passionate about helping us achieve that goal. In return, we’re committed to making Westpac the best place to work in the country. Here are just a few of the ways we’re already doing that:

  • Special offers on banking products and discounts from top brands, including generous employee-only mortgage rates!
  • A variety of leave options including Culture, Lifestyle and Wellbeing leave
  • Tailored learning and development opportunities to help your grow your career within the bank
  • Lots of opportunities to ‘give back’ to the Community by getting involved in our many volunteering initiatives

Create your future today

To get started, simply click on the APPLY or APPLY NOW button.

We’re all about creating a supportive and inclusive community. We welcome everyone – no matter your age, gender, background, or abilities. We also provide additional support to welcome our veterans, Indigenous Australians and neurodiverse community.

If you need any adjustments during the recruitment process, you can find out more information and additional contact details by visiting the \”People with Disability and/or needing Accessibility Requirements\” page on ourwebsite.

Unlock job insights

Salary match Number of applicants Skills match

Banking & Financial Services More than 10,000 employees

Westpac is Australia’s oldest bank and company, one of four major banking organisations in Australia and one of the largest banks in New Zealand. We provide a broad range of banking and financial services in these markets, including consumer, business and institutional banking and wealth management services. Through our unique portfolio of brands comprising Westpac, St.George, Bank of Melbourne, BankSA, BT and RAMS we serve over 13.9million customers.

Westpac is Australia’s oldest bank and company, one of four major banking organisations in Australia and one of the largest banks in New Zealand. We provide a broad range of banking and financial services in these markets, including consumer, business and institutional banking and wealth management services. Through our unique portfolio of brands comprising Westpac, St.George, Bank of Melbourne, BankSA, BT and RAMS we serve over 13.9million customers.

Perks and benefits Flexible working arrangements Leave to support lifestyle and wellbeing Family first Gender affirmation/transition leave Sorry business leave Career growth Health and wellbeing Discounted banking products and services

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Researching careers? Find all the information and tips you need on career advice.

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Personal Banking Advisor employer: Specsolutions

At Westpac, we pride ourselves on being an exceptional employer, offering a supportive and inclusive work culture that prioritises employee growth and development. With comprehensive training, flexible working arrangements, and a commitment to community involvement, our Personal Banking Advisors in the Southwestern suburbs of Sydney can look forward to a rewarding career where they can truly make a difference in customers' lives while enjoying unique benefits like generous discounts on banking products.
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Contact Detail:

Specsolutions Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Personal Banking Advisor

✨Tip Number 1

Familiarise yourself with Westpac's values and mission. Understanding their commitment to being the #1 banking partner for life will help you align your responses during interviews and show that you're genuinely interested in contributing to their goals.

✨Tip Number 2

Brush up on your customer service skills, especially in a sales context. Think of examples from your past experiences where you've successfully handled challenging situations or met sales targets, as these will be key talking points in your discussions.

✨Tip Number 3

Prepare to discuss your numerical capabilities. Since the role involves cash handling and financial transactions, being able to demonstrate your comfort with numbers will give you an edge over other candidates.

✨Tip Number 4

Showcase your enthusiasm for learning new banking procedures and technologies. Highlight any previous experiences where you've adapted to new systems quickly, as this will reassure them of your ability to thrive in their training environment.

We think you need these skills to ace Personal Banking Advisor

Customer Service Skills
Sales Experience
Resilience
Numerical Capability
Cash Handling Proficiency
Communication Skills
Problem-Solving Skills
Adaptability
Teamwork
Time Management
Attention to Detail
Ability to Work Under Pressure
Interpersonal Skills
Learning Agility

Some tips for your application 🫡

Understand the Role: Read the job description carefully to understand the key responsibilities and requirements for the Personal Banking Advisor position. Tailor your application to highlight how your skills and experiences align with these aspects.

Highlight Relevant Experience: Emphasise any customer service or sales experience you have, especially in a customer-facing or phone-based role. Use specific examples to demonstrate your ability to meet targets and handle challenging situations.

Show Your Passion: Express your enthusiasm for helping customers achieve their financial goals. Mention any relevant personal experiences or motivations that drive your desire to work in banking and customer service.

Proofread Your Application: Before submitting, make sure to proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism, which are crucial in the banking sector.

How to prepare for a job interview at Specsolutions

✨Showcase Your Customer Service Skills

As a Personal Banking Advisor, your ability to connect with customers is crucial. Prepare examples from your past experiences where you successfully resolved customer issues or provided exceptional service. This will demonstrate your capability to engage meaningfully with clients.

✨Understand the Banking Products

Even if you don't have prior banking experience, it's important to familiarise yourself with basic banking products and services. Research Westpac's offerings and be ready to discuss how these can help customers achieve their financial goals.

✨Demonstrate Resilience and Adaptability

The role requires managing challenging situations calmly. Think of instances where you've had to adapt quickly or handle difficult customers. Sharing these stories will highlight your resilience and ability to thrive in a dynamic environment.

✨Express Your Passion for Helping Others

Westpac values individuals who are genuinely passionate about assisting customers. Be prepared to articulate why you want to work in this role and how you can contribute to making Westpac the #1 banking partner for life.

Personal Banking Advisor
Specsolutions
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