Member consultant (edinburgh)

Defence Bank is a member‐owned bank that has been proudly serving the Defence Community for 50 years. With 26 branches across Australia and our award‐winning app, Defence Bank is where our members need us – anywhere, anytime. The bank provides 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 individual talents, personalities, interests and needs of our people. Winner of the Best Reward & Recognition program 2024 and a finalist for Employer of Choice 2024, it is not only our employees who think our bank is truly one of the best places to work.

This role directly supports Defence Bank's purpose, ensuring that our members can count on us. You will do this by delivering outstanding member service to meet member needs, whether it be helping them buy their first car, enquire about home loans or providing insurance for an important asset. This role supports members in their big life moments. No two days are the same – providing you with variety, flexibility and exposure to many aspects of the banking world. Member Consultants play a key role in driving the branch's growth, delivering outstanding service and building lasting relationships with our members.

• Consumer Lending Products: contribute to the branch's 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 Australia.
• Branch Operations: pro‐actively complete branch activities such as processing over the counter transactions (deposits & withdrawals) and account maintenance, and contribute to the overall member satisfaction and member service standards.
• Risk and Compliance: adhere to current policies, procedures and compliance standards.

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.

• Experience within a customer‐facing retail or administrative team or similar.
• Ability to multitask, prioritise and seek improvement 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 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.

• Support in obtaining Tier 2 certification and ongoing professional development opportunities.
• Savings and discounts across a range of products and services.
• A generous annual corporate wardrobe allowance.
• Access to our internal 'reward and recognition' platform – vouchers, discounts, e‐cards and more.

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