Personal Banker

Beyondbankaustralia; Leeton; On-site; AUD 55,000 - 75,000; Full time

Benefits offered by this job

Paid leave

Work-life balance days

Volunteer days

Employee discounts

Flexible environment

Job summary

Beyond Bank Australia in Leeton seeks a dedicated Personal Banker to deliver an exceptional, member-owned banking experience. You will engage with local members face-to-face or by phone, understand their goals, and offer suitable account and lending solutions aligned to their life stage.

The role emphasizes trusted advisory skills, teamwork, and a commitment to outstanding service in a dynamic branch environment.

Qualifications

• Excellent customer service skills.
• Strong communication and listening abilities.
• A background in customer service, retail, sales or banking is advantageous.

Responsibilities

• Provide a local member owned banking experience to new and existing members.
• Proactively connect members needs to Beyond Bank's offerings through excellent listening.
• Manage general enquiries and provide sound advice and information to members.
• Collaborate with specialists to deliver the best solution for the member.
• Assist members with personal lending options and banking products.
• Ensure members understand features, fees and conditions of products.

Skills

Customer service

Communication

Sales

Job description

The Role

We currently have an opportunity to join our local branch in Leeton . As one of our Personal Bankers, you will be responsible for advocating Beyond Bank Australia's core values and to deliver an exceptional service to our members that is aligned to our Member Ownership Strategy whilst achieving individual performance targets that contribute towards the overall branch performance.

• Provide a local member owned banking experience to new and existing members


• Proactively connect members needs to Beyond Bank's offerings through excellent listening skills


• Manage general enquiries and provide sound advice and information to our members


• Contribute to a high achieving team environment with your commitment to success and strong work ethic


• Manage customer bank accounts, including opening, closing, and overseeing transactions


• Proactively assist members to identify short, medium, long-term needs and aspirations, and act on this information through proficient use of Banking Reviews and future follow ups.


• Provide timely advice on our range of financial products and services, offer personal banking solutions that meet members' needs and are relevant to their life stage goals utilising the Beyond Bank Exceed model.


• Assist members with unsecured lending options, including personal loans and credit cards, providing clear information on terms, conditions, and repayment plans.


• Assist members with secured lending products such as home loans and car loans, ensuring they understand the features, benefits, fees, and charges, terms and conditions, and overall value created from the products and services presented


• Ensure members understand features, benefits, fees and charges, terms and conditions and overall value created from the products and services you present


• Collaborate with specialists in the business to deliver the best solution for the member

In the first 6 months you will:

• Exhibit Resilience, Drive, and Passion: Show a relentless attitude towards achieving goals and overcoming challenges.


• Leverage Customer Service Experience: Utilise your background in customer service, retail, sales, and/or banking to excel in your role.


• Commit to Success: Demonstrate a strong work ethic and dedication to achieving excellence.


• Help our members meet their Financial Goals: Be relentless in wanting to reach out to our members to help understand their goals and help them achieve these through offering account and lending solutions and identifying ways for them to budget better


• Build Lasting Relationships: Foster lasting customer relationships and serve the local community with enthusiasm. Learning to describe products and match them to customer needs.


• Achieve Sales Targets: Excel in achieving individual performance targets by mastering scorecards across key areas such as member satisfaction, engagement, sales, and more.

A bit about you:

You're a caring and customer-focused person excited to learn and grow. You value integrity, especially when handling customer information. Your teamwork and commitment to improvement will help us prioritise our members' needs and satisfaction.

• Excellent customer service skills


• A passion for building lasting relationships and serving the local community


• Able to work in a dynamic customer service environment


• Excellent problem solving and analytical skills


• Demonstrated experience in customer service environment, retail, sales and/or banking.


• Banking or Financial services experience desirable, but not essential

See yourself in our team

Reporting to the Branch Manager, you will be joining the Leeton Branch Team, a group of dedicated professionals who work tirelessly to provide exceptional support to our members. Whether you are working face-to-face, or over the phone, you will be committed to ensuring that our members receive the best possible experience with their banking needs.

Why work for Beyond Bank?

We welcome candidates that reflect the diversity of the communities in which we operate. We actively encourage Aboriginal and Torres Strait Islander peoples, people living with disability, LGBTQIA+ as well as culturally diverse community members to apply for our roles.

Beyond Bank is committed to creating an accessible recruitment process and employment experience. If you identify as a person living with disability and require adjustments to our online application, recruitment, selection and/or assessment process, or modifications for accessibility to our locations, please contact us at [e-mail]

And there's even more benefits:

• Our branch employees receive an additional 6 days of paid leave per year (pro rata for part time)


• Additional 3 paid work-life balance days (pro rata for part time)


• Paid community volunteer days to support many community charities across Australia


• Access to employee discounts, health and wellbeing initiatives, employee and family assistance, plus more


• A flexible, and diverse working environment


• Career development oportunit