Personal Banker (Mudgee)

Job Description Beyond Bank Australia (BBA) is a customer‑owned bank focused on changing the lives of customers and communities through financial wellbeing. We drive a positive organisational culture, led by our values and behaviours. Job Details
- Full‑time position
- 75 hours per fortnight
- 9 extra days of leave* The Role We currently have an opportunity to join our growing Mudgee branch as a Personal Banker. You will advocate Beyond Bank’s core values and deliver exceptional service to members, aligned with our Member Ownership Strategy and individual performance targets that contribute to 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.
- Manage general enquiries and provide sound advice and information to members.
- Contribute to a high‑achieving team environment with a strong work ethic.
- Manage customer bank accounts, including opening, closing, and overseeing transactions.
- Assist members in identifying short, medium, long‑term needs and aspirations, and act on this information through Banking Reviews and follow‑ups.
- Provide timely advice on our range of financial products and services, offering personal banking solutions that meet members’ needs and relevant life‑stage goals using 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 features, benefits, fees, charges, and overall value.
- Ensure members understand features, benefits, fees, charges, terms, conditions and overall value of the products and services presented.
- Collaborate with specialists in the business to deliver the best solution for the member. First Six Months
- Exhibit resilience, drive, and passion: show a relentless attitude toward achieving goals and overcoming challenges.
- Leverage customer‑service experience: utilize your background in customer service, retail, sales and/or banking.
- Commit to success: demonstrate a strong work ethic and dedication to excellence.
- Help members meet their financial goals: reach out proactively to help understand goals and achieve them through account and lending solutions and budgeting support.
- 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 meeting individual performance targets by mastering scorecards across key areas such as member satisfaction, engagement, sales, etc. Qualifications A caring, customer‑focused person excited to learn and grow. Values integrity, especially when handling customer information. Teamwork and commitment to improvement help prioritise members' needs and satisfaction.
- Excellent customer service skills.
- Passion for building lasting relationships and serving the local community.
- Ability to work in a dynamic customer‑service environment.
- Excellent problem‑solving and analytical skills.
- Demonstrated experience in a customer‑service workplace, retail, sales and/or banking.
- Banking or financial‑services experience desirable but not essential. Additional Information Reporting to the Branch Manager, you will join the Mudgee Branch, a group of dedicated professionals who work tirelessly to provide exceptional support to members. Why Work for Beyond Bank? We welcome candidates who reflect the diversity of the communities in which we operate, including Aboriginal and Torres Strait Islander peoples, people living with disability, LGBTQIA+ people and culturally diverse community members. Beyond Bank is committed to an accessible recruitment process and employment experience. If you need adjustments for accessibility, please contact . Benefits
- Additional six days of paid leave per year.
- Three paid work‑life balance days.
- Paid community volunteer days.
- Access to employee discounts, health and wellbeing initiatives, employee and family assistance.
- A adaptable and diverse working environment.
- Career development opportunities, training and coaching, including access to LinkedIn Learning. Recruitment Process The process may include a phone screen, video interview, virtual or face‑to‑face interview, psychometric testing, and all relevant background checking. Some positions may require undergoing four weeks of mandatory full training. By applying for this opportunity you consent for Beyond Bank Australia to conduct all pre‑employment screening checks at the expense of the bank. To find out more about Beyond Bank, visit beyondbank.com.au or contact . #J-18808-Ljbffr Apply on Kit Job: kitjobau.com/job/3q2l28