Member Consultant

Defence Bank; City of Edinburgh; On-site; GBP 80,000 - 100,000; Full time

Job summary

A member-owned bank is seeking a Member Consultant in Edinburgh to provide exceptional customer service, support new memberships, and handle banking transactions. This role offers opportunities for professional development and a range of employee benefits including additional paid leave and ongoing training. Ideal candidates should have strong communication skills and a customer-focused mindset.

Benefits

Support in obtaining Tier 2 certification

Discounts across products and services

Generous annual corporate wardrobe allowance

Additional days of paid leave

Qualifications

• Experience within a customer-facing retail or administrative team.
• Ability to multitask and prioritize.
• Demonstrated experience in developing effective relationships.

Responsibilities

• Drive branch growth by delivering outstanding service.
• Open new memberships and accounts.
• Process over-the-counter transactions and maintain accounts.

Skills

Customer service skills

Strong organizational skills

Communication skills

Job description

Overview

Defence Bank is a member-owned bank serving the Defence Community for 50 years, with 26 branches across Australia and an award-winning app. We provide financial products and services to the Australian Defence Force and its unique community, reinvesting profits for the benefit of our members. We are a leader in our sector and our people-led, technology-enabled environment celebrates the talents and needs of our people.

The opportunity supports Defence Bank’s purpose by delivering outstanding member service to meet member needs, whether it is helping them buy their first car, enquiring about home loans or providing insurance for important assets. This role supports members in their big life moments.

No two days are the same, offering variety, flexibility and exposure to many aspects of the banking world.

What your day will look like

Member Consultants play a key role in driving branch growth, delivering outstanding service and building lasting relationships with our members.

Key responsibilities include:

• Consumer Lending Products: Contribute to the branches consumer lending portfolio including personal loans, credit cards and identify home lending opportunities to mobile lenders
• New Memberships & Services: Open new memberships, new savings accounts, deposit accounts and provide general insurance products to Members
• Inbound/Outbound Calls: Provide the “best in class” member service for inbound and outbound calls, supporting members from all over the Australia
• Branch Operations: Pro-actively complete branch activities such as processing over the counter transactions (deposits & withdrawals) account maintenance and contribute to the overall member satisfaction and member service standards
• Risk and Compliance: Adhere to current policies, procedures and compliance standards

About you

We are looking for someone who connects with people, excels in providing a memorable experience for our members and is able to uncover needs through conversations and provide banking strategies to achieve members goals.

To be successful in this position, you will have:

• Experience within a customer facing retail or administrative team or similar.
• Ability to multitask and prioritise and seek improvement in the way things are done to reduce member effort.
• Strong organisational and communication skills.
• Prior experience in banking desirable but not essential.

Demonstrated experience or skills in:

• Developing effective relationships with your people leader, peers, and colleagues who may work across various locations.
• Comfort using various systems to capture and record data accurately.
• Desire to be a high achiever and motivated by hitting targets.
• Awareness of the ever changing risk landscape.

The successful candidate will have an incredible opportunity to showcase their work ethic and skills, as well as having the option to increase their earning potential as they grow within the role.

All levels of experience are encouraged to apply for this role that will provide you with a rewarding career in banking services.

We count on you. And you can count on us

We have a great range of employee benefits including:

• Support in obtaining your Tier 2 certification and offer ongoing professional development opportunities.
• Savings and discounts across a range of our products and services.
• Additional days of paid leave await a successful candidate.
• A generous annual corporate wardrobe allowance.
• Access to our internal "reward and recognition" platform - vouchers, discounts, e-cards and much more!

Interested? We'd like to hear from you. Click to apply.

Defence Bank is committed to providing equal opportunities for employment and seek to have a team that reflects our diverse community. We encourage anyone interested in our role and a career at Defence Bank to apply.

All successful candidates will be required to complete employment checks prior to an offer of employment.

All shortlisted applicants with Australian Working Rights will be contacted to discuss their application.

About Defence Bank

Defence Bank is a member-owned financial institution established in 1975 to provide banking services to the Australian Defence Force (ADF). We are the relationship bank of the ADF and are dedicated to supporting the unique financial needs of serving and retired ADF personnel, Defence contractors, and their families. Profits are reinvested back into the bank to benefit its members. We offer a range of products and services including home loans, personal loans, credit cards, savings accounts, and insurance. Our award-winning app enables members to manage their finances anywhere, anytime.

Perks and benefits include recognition programs, exclusive discounts on Defence Bank products, an additional day of leave as a Thank You day, an annual wardrobe allowance, volunteer and community service leave, and an Employee Assistance Program.