Personal Banker
$99,757–$99,757 year
On-siteMarion, South Australia, Australia
Job Summary
Manage customer bank accounts, including opening, closing, and overseeing transactions, while proactively assisting members to identify short, medium, and long-term needs through Banking Reviews and future follow-ups. Provide timely advice on financial products and services, offering personal banking solutions that align with members' life stage goals using the Beyond Bank Exceed model. Collaborate with specialists to deliver the best solution for each member, ensuring they understand features, fees, and terms for unsecured and secured lending options. Deliver a local member-owned banking experience across Southern branches, achieving individual performance targets that contribute to overall branch success. This role requires excellent customer service skills and a passion for building lasting relationships within a dynamic environment.
Required Qualifications
- Demonstrated experience in customer service environment, retail, sales and/or banking
- Able to work in a dynamic customer service environment
- Excellent customer service skills
- Excellent problem solving and analytical skills
- Commit to Success: Demonstrate a strong work ethic and dedication to achieving excellence
- 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
- Help our Members meet their Financial Goals: Be relentless in wanting to reach out to 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
- Achieve Sales Targets: Excel in achieving individual performance targets by mastering scorecards across key areas such as member satisfaction, engagement, sales, and more
- 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
- Proactively connect members needs to Beyond Bank's offerings through excellent listening skills
- Manage general enquiries and provide sound advice and information to our members
- Manage customer bank accounts, including opening, closing, and overseeing transactions
- 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
- Assist members with unsecured lending options, including personal loans and credit cards, providing clear information on terms, conditions, and repayment plans
- Assist members with secured lending products such as home loans and car loans, ensuring they understand the features, benefits, fees, and charges, terms and conditions, and overall value created from the products and services presented
- 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
- Must be available for weekend shifts
- Valid driver's license
- Must be able to lift 50 lbs
- Must be able to effectively lead and coach others
- Strong attention to detail
- Helping customers gives you energy
- Get charged up by interacting with others
- Must be available for weekend shifts
- You believe that food is central to our lives
- Passionate about excellence
- If you have a smile to share, we'd love to have you
- We want amazing humans
Desired Qualifications
- Banking or Financial services experience desirable, but not essential
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