About Beyond Bank
Be part of a bank that is for and with you, committed to creating positive impact in the communities we serve.
We are one of Australia's largest, 100% customer-owned mutual banks with credit union heritage. With over 300,000 customers and over 40 branches across five states, our aim is to be the best bank for customers and communities.
Job Description
The Relationship Advisor plays a key role in advocating Beyond Bank's core values and delivering an exceptional customer experience aligned to our Customer Ownership Strategy while achieving individual performance targets that contribute towards overall branch performance.
* Provide a local customer-owned banking experience to new and existing customers
* Proactively connect customer needs to Beyond Bank's offerings through excellent listening skills
* Complete Beyond Bank's Lending Accreditation program to assist members with personal and home lending needs
* 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 the customer
Requirements
You're a caring and customer-focused person excited to learn and grow, valuing integrity when handling customer information.
* Resilient, driven, and passionate about building lasting customer relationships and serving the local community
* Able to work in a dynamic customer service environment
* Excellent problem-solving and analytical skills
* Banking or financial services experience desirable but not essential
Additional Information
We welcome candidates reflecting the diversity of the communities we operate in. We actively 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 identify as a person living with disability and require adjustments, please contact us.
We offer additional benefits including paid leave, community volunteer days, employee discounts, health and wellbeing initiatives, and more.