At Greater Bank, we're seeking motivated individuals to provide personalised lending solutions, financial products, and customer retention strategies—in a non-face to face environment. Join us and play a key role in making a positive impact on our customers' financial well-being while contributing to our ongoing success.
What will your key responsibilities include?
Process Personal Loan Applications: Assess serviceability, discuss Greater Bank products, and address customer objections. Guide the progression of personal loans through direct and assisted channels, ensuring timely follow-up of leads generated by the Customer Contact Centre and other business areas, while keeping customers informed throughout the process. Accurately enter loan application data into lending systems and prepare loan files for credit assessment in compliance with Greater Bank's policies. Stay up to date with Greater Bank's Credit and Lending Policies and monitor competitor products and market activity. Actively contribute to customer retention strategies, including pre-departure campaigns and rate negotiations across all customer contact channels (Branch, Contact Centre, Online), while engaging in proactive, needs-based conversations to meet sales, service, and growth targets. Report on business activities and manage customer complaints professionally. What are we looking for?
Experience in Home and Personal Lending, with a solid understanding of Retail Credit Policy and associated lending products and processes. Strong communication skills across multiple channels (phone, email, webchat, online), with a focus on clear, effective interactions. Experience working in a Call Centre environment (desirable), with the ability to collaborate with customers and internal teams to deliver results. Ability to interpret financial statements and apply them to lending decisions. High attention to detail and accuracy, ensuring quality work with minimal errors. Excellent time management skills, with the ability to meet deadlines and handle multiple tasks efficiently. Strong interpersonal skills, fostering positive relationships with both customers and colleagues. About us
We're Greater Bank, part of NGM Group, and we've been helping the people of NSW and South East QLD with their banking needs for generations. Everything we do is driven by the goal of making a real difference to the communities we serve. We strive to do better, to keep surprising our customers with how good 100% customer-owned banking can be.
What can you expect from us?
As part of the NGM Group, employees can take advantage of the following work perks:
Health and wellbeing: Fitness passport, corporate health insurance and annual flu vaccination. Lifestyle and giving back: Hotel discounts, 14 weeks paid parental leave, two community volunteer days, and three recreational leave days per year. Professional advancement: Flexible work arrangements, recognition programs, and employee referral program. NGM Group is committed to delivering trusted banking to enable our customers and communities to thrive. We do this by leading with heart, doing the right things in the right way, and by maintaining high standards of ethical behaviour in everything that we do. All applicants are therefore required to undergo a skills assessment, comprehensive background check, Bankruptcy Check, and a National Police Check.
We are also working to reflect the vibrant communities we serve. We believe in creating an inclusive, diverse, and supportive workplace where everyone can thrive. If you require adjustments to be made during the recruitment process or would like to discuss any accessibility requirements, your Talent Acquisition Partner will be happy to engage in a confidential discussion and assist. Your unique talents and perspectives are what make us stronger.
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