Personal Banker - Home Lender Specialist

About the role

We currently have an opportunity to join our Rockingham or Mandurah branches as a Personal Banking Home Lending Specialist , where you'll play a key role in championing Beyond Bank Australia's values and delivering exceptional member experiences. In this role, you'll build trusted relationships, provide personalised lending solutions, and contribute to our Member Ownership Strategy by achieving strong individual performance outcomes that drive overall branch success. It's a chance to make a meaningful impact in your community while helping members achieve their financial goals. Some of your core duties will be to: Drive lending and sales outcomes through confident delivery of home lending solutions including construction, investment, and first‑home buyer loans plus personal loans and credit cards. Manage lending applications end‑to‑end, ensuring members clearly understand features, benefits, fees, and the value of the products you recommend. Engage with members proactively via phone and in‑branch conversations to identify needs, offer tailored solutions, and strengthen long‑term relationships. Deliver exceptional member experiences by providing personalised, member‑owned banking support across everyday and lending needs. Support everyday banking by opening and maintaining accounts, completing variations, and assisting with general enquiries. In the first 6 months you will: Exhibit Resilience, Drive, and Passion: Show a relentless attitude towards achieving goals and overcoming challenges. Leverage Customer Service Experience: Utilise your background in customer service, retail, sales, and/or banking to excel in your role. Commit to Success: Demonstrate a strong work ethic and dedication to achieving excellence. Help our Members meet their Financial Goals: Be relentless in wanting to reach out to our members to help understand their goals and help them achieve these through offering account and lending solutions and identifying ways for them to budget better Build Lasting Relationships: Foster lasting customer relationships and serve the local community with enthusiasm. Learning to describe products and match them to customer needs. Achieve Sales Targets: Excel in achieving individual performance targets by mastering scorecards across key areas such as member satisfaction, engagement, sales, and more. A bit about you: You're a caring and customer-focused person who brings integrity, curiosity and a passion for helping people with their financial goals. With proven home‑lending and banking experience , you thrive in dynamic environments and excel at delivering exceptional service. You have the ability to build lasting relationships, solve problems with confidence and bring a positive mindset to everything you do, then this is the role for you! 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 See yourself in our team As part of our branch team, reporting to the Branch Manager, you'll play a key role in delivering outstanding support to our members. Whether connecting face‑to‑face or proactively engaging over the phone, you'll ensure every member receives personalised, seamless, and genuinely exceptional banking experiences. You'll be surrounded by a supportive, high‑performing team that shares your commitment to service, community, and making a meaningful difference. Why work for Beyond Bank? 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+ as well as 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 to our online application, recruitment, selection and/or assessment process, or modifications for accessibility to our locations, please contact us at recruitment@beyondbank.com.au And there's even more benefits: Our branch employees receive an additional 6 days of paid leave per year 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, plus more A flexible, and diverse working environment Career development opportunities, training and coaching By joining Beyond Bank, you will have the opportunity to work alongside talented professionals who will support and encourage you to achieve your full potential. If you are passionate about people and want to make a difference, we would love to hear from you. What does our recruitment process look like? The p

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