Personal Banker/Home Loan Specialist

Beyond Bank Australia; Adelaide; On-site; AUD 60,000 - 70,000; Full time

Benefits offered by this job

6 days annual leave

3 paid work-life balance days

Volunteer days

Employee discounts

Flexible working environment

Career development

Job summary

Beyond Bank Australia is inviting applications for a Personal Banker at our Salisbury branch. You will deliver exceptional service to our members, advocate the Member Ownership Strategy, and help achieve branch performance targets.

You'll build lasting relationships, identify members' financial needs, and present suitable banking solutions including personal lending, home loans, and everyday banking services. Reporting to the Branch Manager, you will join a team dedicated to member outcomes.

Qualifications

• Excellent customer service skills.
• Passion for building lasting customer relationships and serving the local community.
• Able to work in a dynamic customer service environment.
• Excellent problem solving and analytical skills.
• Banking or Financial services experience desirable, but not essential.

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 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

Skills

Customer service

Relationship building

Adaptability

Problem solving

Banking / financial services awareness

Job description

Job Description

We currently have an opportunity to join our Salisbury branch. 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.

Some of your core duties will be to:

• 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.

Qualifications

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 prioritize our customers' needs and satisfaction.

• Excellent customer service skills
• A passion for building lasting customer relationships and serving the local community
• Able to work in a dynamic customer service environment
• Excellent problem solving and analytical skills
• Banking or Financial services experience desirable, but not essential

See yourself in our team

Reporting to the Branch Manager, you will be joining the Salisbury Branch a group of dedicated professionals who work tirelessly to provide exceptional support to our customers. Whether you are working face-to-face, or over the phone, you will be committed to ensuring that our customers 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 [e-mail].

And there's even more benefits:

• Our branch employees receive an additional 6 days of paid leave per year
• Additional 3 paid work-life balance days to boost your annual leave
• 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 opportunities, training and coaching

By joining Beyond Bank, you will have the opportunity to work alongside talented professionals who will support and encourage you to achieve your full potential. If you are passionate about people and want to make a difference, we would love to hear from you.

What does our recruitment process look like?

The process can include a phone screen, video interview, virtual or face-to-face interview, psychometric testing, and all relevant background checking. Some positions may require undergoing 4 weeks of mandatory full-time training.

Applications close 16/10/2026

By applying for this opportunity you are providing consent for Beyond Bank Australia to conduct all pre-employment screening checks (APRA, ASIC, Bankruptcy, National Criminal History Check, VEVO, Adverse Media Check and Reference Checks) at the expense of Beyond Bank Australia.