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Relationship consultant

Portland
Bey
Posted: 7 May
Offer description

Be part of Beyond Bank, a bank that is for and with you.

We are one of Australia's largest 100% customer-owned mutual banks with a credit union heritage. With over 300,000 customers and over 40 branches across five states, we work hard to be the best relationship bank for customers and communities in Australia.

You will work for a B Corp and be part of a friendly, inclusive, and supportive environment where you can continue progressing, no matter what stage of your career.


About Us

Beyond Bank values Customer Obsession, Empowering Communities, Doing the Right Thing, Shared Ambition, and Championing Sustainability. These values guide everything we do and are the standards we hold ourselves to.


Job Description

The Role

We have an exciting opportunity to join our growing Portland team. As a Relationship Consultant, you will advocate for Beyond Bank's core values and deliver exceptional customer experiences aligned with our Customer Ownership Strategy while achieving individual performance targets contributing to overall branch success.

You will:

* Provide local customer-owned banking experience to new and existing customers
* Proactively connect customer needs to Beyond Bank's offerings through excellent listening skills
* Manage general enquiries and provide sound advice and information to customers
* Contribute to a high-achieving team environment with commitment to success and strong work ethic
* Manage customer bank accounts, including opening, closing, and overseeing transactions
* Collaborate with specialists in the business to deliver the best solution for customers


Qualifications

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

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

Join our team at the Portland Branch, reporting to the Senior Relationship Manager. We are dedicated professionals working tirelessly to provide exceptional support to our customers.


Additional Information

Why work for Beyond Bank?

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

Beyond Bank is committed to creating an accessible recruitment process and employment experience. If you require adjustments, please contact us.

Benefits include:

* Paid community volunteer days
* Employee discounts, health initiatives, and more
* Flexible, diverse working environment
* Career development opportunities, training, and coaching

By joining Beyond Bank, you'll work alongside talented professionals who support and encourage you to achieve your full potential. If you're passionate about people and want to make a difference, we'd love to hear from you.

Our recruitment process may include phone screens, video interviews, virtual or face-to-face interviews, psychometric testing, and background checks.

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