Personal Banker - Home Lender Specialist

- Full-time
- Employment Type: Full Time
- Team Name: WA Branches
- Department: Branch
- Permanent – Full time role
- Salary range from $86,000FTE 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 more than 300,000 members and operate over 50 branches nationally.

Our vision is to create better lives by caring for our members and communities.

Beyond Bank is a Certified B Corp, meeting high standards of social and environmental impact. We are proud to use our business to drive positive outcomes that benefit our members, communities and people.

Our values of Member Obsession, Empowering Communities, Shared Ambition and Championing Sustainability are integral to all that we do and are the standards to which we hold ourselves. The way we work is also demonstrated by the behaviours that we are accountable to uphold: Own It, Call it Out, Be Respectful, Bring Your A Game, Make A Difference and Right Things Right Way.

The Role

We currently have an opportunity to join our growing Rockingham branch. As one of our Personal Banking Home Lending Specialists, you will be responsible for advocating Beyond Bank Australia’s core values and to deliver an exceptional service to our members that is aligned to our Member Ownership Strategy whilst achieving individual performance targets that contribute towards the overall branch performance.

Core Duties

- 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 but not limited to Construction/Building Loans, Investment Lending and First Home Buyer applications - ensuring they understand the features, benefits, fees, and charges, terms and conditions, and overall value created from the products and services presented.
- Assist members with unsecured lending options, including personal loans and credit cards, providing explicit 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 your 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, 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 are relevant to their life stage goals utilising the Beyond Bank Exceed model.
- Ensure members understand features, benefits, fees and charges,



terms and conditions and overall value created from the products and services you present
- 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: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 excited to learn and grow. You value integrity, especially when handling customer information. Your teamwork and commitment to improvement will help us prioritise our members' needs and satisfaction.

- Demonstrated experience in home lending essential
- Banking or Financial services experience essential
- A passion for building lasting relationships and serving the local community
- Able to work

📌 Personal Banker (Baldivis)
🏢 Bey
📍 Baldivis