Since 1959, Australian Military Bank has provided members with fantastic service, great rates, and competitive banking and insurance products. As a member-owned financial institution, we're all about putting members first and helping them to achieve their financial goals. We offer mortgage, consumer, and credit loan facilities as well as products and services within superannuation, everyday transactions, savings, term deposits, and insurance.
We are committed to providing our members with the best possible banking experience through our product and service offerings tailored to our unique member base. Our digital-first strategy seeks to ensure we can offer our members more features and functionality in their day-to-day banking services.
Your Role: Personal Bankers are directly responsible for proactively contributing to the growth of the region through needs-based member contact, timely and professional general advice, exceptional service delivery, and ongoing relationship management.
Personal Bankers will assume responsibility for the branch's Consumer Lending portfolio (Credit Cards and Personal Loans). They also identify and refer Home Lending opportunities to their local Lending Specialist, Mobile Banker, or Regional Member Experience Manager.
Additionally, Personal Bankers are responsible for New Memberships, Deposit Accounts, General Insurance, and referrals to the Retirement Product Specialist.
Personal Bankers undertake generalist branch activities (e.g., process counter transactions) that result in the achievement of performance targets across various measures including sales outcomes, portfolio growth, member experience satisfaction results, compliance, and service delivery.
Achieve growth targets with respect to: Referrals of home loan products to the mobile banker/lending specialistNew membershipsGeneral InsuranceRSA referralsDeposit growthProactively seek referrals from existing members and other relevant people/businessesService Proactively identify, build, and maintain referral networks in the Defence communityFulfilment of business development plans as agreed with ManagerCompletion of 30/60 day member follow-up callsTimely actioning of Connect Leads (Outbound calling program)Branch Operations As branches are small, Personal Bankers will actively contribute to day-to-day branch operations by undertaking:
Teller duties/completing cash transactionsAccount opening and closingAccount and member maintenance (e.g., updating personal information, card ordering, establishing periodical payments/pay splits/sweeps, etc.)Adhering to current policy, procedures, and legal requirementsCompleting tasks within agreed service levelsAbout You We're looking for bright minds, promoters of digital banking, and individuals with a strong level of numeracy to join our team.
Technical Skills Understanding of credit products, application processes, and assessment requirementsKnowledge of Australian Military Bank's products, processes, and systemsEducation & Qualification Year 12 or equivalentWork Experience At least 6 months of Retail Banking sales experienceAt least 1 year of experience in customer service and salesBenefits: Novated Leasing options4 weeks Paid Parental + Purchased Leave optionReferral Reward ProgramEmployee Assistance ProgramUniform allowance + Polo Shirt providedService AwardsWhy Us Australian Military Bank forms an integral part of the wider Defence community. We offer our staff competitive remuneration, discounts on banking and insurance products, and ongoing learning and development programs. You will be provided with training and coaching on the job to equip you with the tools to be successful in this role. Australian Military Bank provides realistic progression opportunities nationwide and the chance to embrace new technologies and ways of working.
Probity check As we are an Authorised Deposit Taking Institution, there is a requirement to complete the standard range of Credit, Police, Qualification, and Bankruptcy checks prior to the commencement of employment.
This is an exciting, challenging position with the opportunity to build your career with a highly trusted mutual bank.
We move quickly with our interview process; if you are keen, please submit your CV today!
Australian Military Bank values diversity and is an equal employment opportunity employer.
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