Personal Banking Advisor
Core
Assist customers with banking needs, offering tailored advice and solutions for opening accounts, managing finances, and guiding on Westpac products.
Role type
Personal Banking Advisor
Builds
Customer relationships and banking product adoption
Domain
Retail Banking
Deliverable
client delivery
Required skills
Customer service, meeting KPI targets, relationship building, communication, time management
Preferred skills
Chinese / Mandarin language proficiency
Responsibilities
Opening accounts, managing customer finances, providing guidance on banking products and services
Seniority
Entry-level to Mid-level, full-time
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