Personal Banker - Level 2

Bank Australia Limited; Sydney; Hybrid; AUD 65,000 - 85,000; Full time

Benefits offered by this job

14% super

Study assistance

Paid parental leave

Flexible working

Wellbeing support

Job summary

Bank Australia is seeking a Personal Banker - Level 2 to be the first point of contact for branch customers, delivering exceptional service while deepening relationships. You will help customers achieve their financial goals, ensuring compliance with risk and regulatory requirements.

You will support the branch team, manage member inquiries, assist with lending applications, handle cash and account maintenance, and promote digital banking.

Qualifications

• Strong customer focus and the ability to respond to member needs.
• Proven ability to achieve results and take accountability for outcomes.
• Willingness to participate in Saturday trade on a rostered basis.

Responsibilities

• Support branch team to achieve personal lending, service, and operational outcomes.
• Manage member enquiries and provide tailored information on products and services.
• Assist with personal lending applications, including data entry and document preparation.
• Handle complex member needs, cash transactions, and account maintenance.
• Support members with digital banking and resolve queries or complaints.
• Record sales activity in Prosper and pursue future opportunities and referrals.

Skills

Customer focus

Accountability

Saturday roster

Interpersonal skills

Adaptability

Lending experience

Cash handling

Cross-selling

Positive attitude

Bank purpose

Job description

The Personal Banker - Level 2 is the first point of contact for branch customers, responsible for delivering exceptional service while deepening relationships. The role supports customers in achieving their financial goals by understanding their banking needs and ensuring compliance with risk and regulatory requirements.

What you will be doing

• Support the branch team to achieve personal lending, service, and operational outcomes
• Manage member enquiries and provide tailored information on products and services
• Assist with personal lending applications, including data entry, document preparation, and member communication
• Handle complex member needs, cash transactions, and account maintenance
• Support members with digital banking and streamline queries or complaints as needed
• Record sales activity in Prosper and follow up on future opportunities and referrals
• We have big plans to become Australia’s leading purpose-driven bank.
• As a certified B Corp, we’re part of a global business community who meet the highest social and environmental standards, balancing profit and purpose.
• Every role and person in our bank is essential to bringing our values, purpose and aspiration to life.
• We offer flexible working options, competitive salary and 14% super.
• Our staff have access to a range of meaningful benefits to support their physical and mental wellbeing including 24/7 free counselling, free flu vaccinations and discounted gym memberships.
• We also support staff with study assistance, paid parental leave (regardless of gender), volunteer, bereavement, gender affirmation and family violence leave; and the opportunity for bonus annual leave.
• We support our staff to grow their careers through learning and development and an organisational culture where we reward and recognise innovation and values, not long hours.
• We are committed to building an inclusive culture and a diverse workforce that reflects the Australian community.
• We care for a conservation reserve – where we work with key partner organisations to protect threatened species and involve staff in conservation.

What you will bring

• Strong customer focus with the ability to understand and respond to member needs
• Proven ability to achieve results and take accountability for outcomes
• Ability to participate in Saturday trade on a rostered basis
• Excellent interpersonal skills with the ability to build meaningful relationships
• Adaptability in a fast-changing environment and willingness to learn
• Lending experience across personal loans and credit cards advantageous
• Cash handling experience and a strong background in cross-selling
• Positive attitude and commitment to delivering excellent service
• Commitment to Bank Australia’s purpose, aspiration, values and brand as well as the B Corp ethos

You are legally able to work in Australia.

Bank Australia is an equal opportunity employer committed to sustainable development. We encourage people from different backgrounds to apply, including Aboriginal and Torres Strait Islander people, people from different cultural backgrounds and people with disabilities because we want to reflect the diversity of our communities. We are committed to making reasonable adjustments to provide a positive, barrier-free recruitment process and supportive workplace.

Bank Australia reserves the right to withdraw this advertisement at any time. Candidates will be progressed as applications are received, rather than after the advertisement closure date. Please note, the successful candidate will be subject to satisfactory background checks including but not limited to police and previous employment.