Personal Banking Specialist

What’s the role?

Our Personal Banking Specialist roles at Westpac are senior positions within our branch network that will see you proactively engage with customers in-person and over the phone to uncover their financial needs. Utilising your expertise in Westpac’s suite of banking products, you will assist customers in achieving their financial goals by recommending the most appropriate products for their individual needs, referring them to our specialist banking teams such as Home Loans and Business Banking when needed. This rewarding role blends sales and customer service and holds accountability for sales and referral targets – all with an uncompromising commitment to empowering our customers to make the most of their money.

This is a full-time, branch-based role and the hours are across and inclusive of Monday to Friday.

What do I need?

• Superior experience in a customer-facing / phone-based sales role


• Proven experience of exceeding performance KPIs with an uncompromising commitment to delivering an exceptional customer service


• Resilience, tenacity, and an ability to flex – no two days and no two customers are ever the same!


• Banking experience is ideal, but not essential – your high-performer energy and unique ability to gauge and nurture strong customer relationships will be key to driving your success


• Comfortable when working with numbers and adept at navigating multiple systems

No banking experience? No problem. At Westpac, 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!

Why join 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 our website.