Personal Banking Advisor
Core
Assist customers with banking needs by offering tailored advice, opening accounts, managing finances, and guiding them on Westpac products and services.
Role type
Personal Banking Advisor
Builds
Customer banking relationships and sales of banking products
Domain
Retail Banking
Deliverable
client delivery
Required skills
Customer service, sales, communication, time management, relationship building
Responsibilities
Opening accounts, managing customer finances, providing guidance on banking products, meeting KPI targets
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