Personal Banker - Holsworthy NSW

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 offering tailored to our unique member base. Our digital-first strategy seeks to ensure we are able to offer our members more features and functionality in their day-to-day banking services.

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 branches Consumer Lending portfolio (Credit Cards and Personal Loans). They will also identify and refer Home Lending opportunities to their local Lending Specialist, Mobile Banker, or Regional Member Experience Manager.

Personal Bankers are also responsible for New Memberships, Deposit Accounts, General Insurance, and referrals to the Retirement Product Specialist.

In addition, Personal Bankers undertake generalist branch activities (e.g., process counter transactions) that result in the achievement of performance targets across a variety of measures including sales outcomes, portfolio growth, member experience satisfaction results, compliance, and service delivery.

Achieve growth targets with respect to:

• Consumer lending products
• Referrals of home loan products to the mobile banker/lending specialist
• New memberships
• General Insurance
• RSA referrals
• Deposit growth
• Proactively seek referrals from existing members and other relevant people/businesses

• Proactively identify, build, and maintain referral networks in the Defence community
• Fulfilment of business development plans as agreed with Manager
• Completion of 30/60 day member follow-up calls
• Timely actioning of Connect Leads (Outbound calling program)

As branches are small, Personal Bankers will actively contribute to day-to-day branch operations by undertaking:

• Teller duties/completing cash transactions
• Account opening and closing
• Account and member maintenance (e.g., updating personal information, card ordering, establishing periodical payments/pay splits/sweeps, etc.)
• Adheres to current policy, procedures, and legal requirements
• Complete tasks within agreed service levels

We're looking for bright minds, promoters of digital banking, and talented individuals with a strong level of numeracy to join our team.

• Understanding of credit products, application process, and assessment requirements
• Knowledge of Australian Military Bank's products, processes, and systems

• Year 12 or equivalent
• Tier 2 accreditation
• Cert IV in Financial Services (Desirable)

• At least 6 months of Retail Banking sales experience
• At least 1 year of experience in customer service and sales

Working with Australian Military Bank will provide you access to a great range of benefits including:

• Staff Banking product + Services discounts
• Novated Leasing options
• 4 weeks Paid Parental + Purchased Leave option
• Referral Reward Program
• Employee Assistance Program
• Annual Flu Shot + Blood Donor Leave
• Uniform allowance + Polo Shirt provided
• Service Awards

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 provide you with the tools to be successful in this role. Australian Military Bank provides realistic progression opportunities nationwide and the opportunity to embrace new technologies and ways of working.

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 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.