Banking and Finance Advisor

3 days ago


Auckland, Auckland, New Zealand Westpac Full time

We are seeking a highly motivated and experienced Banking and Finance professional to join our team as a Personal Banking Advisor. In this role, you will be responsible for assisting customers with their transactional and savings banking needs, referring them to specialists when required, and proactively contacting existing customers via phone or email.

Key Skills and Qualifications

To be successful in this role, you will need to have experience in customer service and a strong desire to build long-term relationships with customers. You will also need to have good communication and interpersonal skills, as well as the ability to work in a fast-paced environment.

In addition to your excellent customer service skills, you will also have the opportunity to develop your business and financial knowledge, which will enable you to make informed decisions and provide expert advice to customers.

How Will I Help?

As a Personal Banking Advisor at Westpac, you will have the opportunity to make a real difference in people's lives by helping them to achieve their financial goals. You will work closely with customers to understand their needs and provide tailored solutions to meet those needs.

You will also have the opportunity to work in a collaborative team environment, where you will be supported and empowered to shape your career path. Through personalized upskilling, mentoring, and training opportunities, you will be able to grow your skills and knowledge and achieve your career aspirations.



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