Job Description
We currently have an opportunity to join our growing Rockingham branch as a Personal Banking Home Lending Specialist. You will advocate Beyond Bank Australia's core values and deliver exceptional service to our members while meeting individual performance targets that contribute to overall branch performance.
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
* Deliver complex home lending solutions – including construction/building loans, investment lending, and first home buyer applications – ensuring members understand the features, benefits, fees, charges, terms and overall value
* Assist members with unsecured lending options, including personal loans and credit cards, providing clear information on terms, conditions and repayment plans
* Proactively engage with members via phone to identify, understand and address their banking needs with appropriate solutions
* Contribute to a high-achieving team environment with commitment to success and strong work ethic
* Manage member bank accounts, including opening, closing, overseeing transactions and completing loan rate or product variations
* Proactively assist members to identify short, medium and 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 align with their life-stage goals utilizing the Beyond Bank Exceed model
* Ensure members understand features, benefits, fees, charges, terms and overall value created from the products and services presented
* 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; leverage customer service experience; commit to success; help members meet their financial goals; build lasting relationships; and achieve sales targets by mastering scorecards across key performance areas
Qualifications
* Demonstrated experience in home lending essential
* Banking or financial services experience essential
* Excellent customer service skills
* A passion for building lasting relationships and serving the local community
* Able to work in a dynamic customer service environment
* Excellent problem-solving and analytical skills
EEO and Diversity Statement
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+, and culturally diverse community members to apply for our roles.
Benefits
* Additional 6 days of paid leave per year for branch employees
* Additional 3 paid work‐life balance days
* Paid community volunteer days to support many community charities across Australia
* Access to employee discounts, health and wellbeing initiatives, employee and family assistance, and more
* A flexible and diverse working environment
* Career development opportunities, training and coaching
Additional Information
Applications close 14/06/2026.
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.
For further information or to contact us regarding accessibility adjustments, please email recruitment@beyondbank.com.au.
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