Personal Banker - Home Lender Specialist
* Full time opportunity – 75 hours per fortnight
* Salary from $86,000 FTE including superannuation
Beyond Bank is one of Australia's largest 100% member‐owned mutual banks with a credit union heritage. We provide personal, business and community banking to over 300,000 members and operate more than 50 branches nationwide.
Role
As a Personal Banking Home Lending Specialist at the Mandurah branch, you will advocate Beyond Bank Australia's core values and deliver exceptional service to members, while achieving individual performance targets that contribute to overall branch success.
* 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 features, benefits, fees and overall value
* Assist members with unsecured lending options, such as personal loans and credit cards, providing clear information on terms, conditions and repayment plans
* Engage members via phone to identify and address their banking needs with appropriate solutions
* Contribute to a high‐achieving team environment with commitment to success and a strong work ethic
* Manage member bank accounts, including opening, closing, overseeing transactions and completing loan rate or product variations
* Help members identify short, medium and long‐term needs and aspirations, and act on this information through Banking Reviews and future follow‐up
* Provide timely advice on our range of financial products and services, offering personal banking solutions that align with members' life‐stage goals using the Beyond Bank Exceed model
* Ensure members understand features, benefits, fees and charges, terms and conditions, and overall value created from the products presented
* Collaborate with specialists across 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 from retail, sales or banking
* Commit to success with a strong work ethic and dedication
* Help members meet their financial goals by offering accounts, lending solutions and budgeting support
* Build lasting relationships and serve the local community with enthusiasm
* Achieve sales targets through mastery of scorecards across member satisfaction, engagement and sales
Qualifications
* Demonstrated experience in home lending
* Experience in banking or financial services
* Excellent customer service skills
* 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
Benefits
* Additional 6 days of paid leave per year for branch employees
* Additional 3 paid work‐life balance days
* Paid community volunteer days
* Access to employee discounts, health and wellbeing initiatives, and assistance programs
* Flexible and diverse working environment
* Career development opportunities, training and coaching
Applications close 21/06/2026.
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.
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