Personal Banker

About This Role

The Personal Banker advocates Beyond Bank Australia's core values and delivers exceptional service to members, aligning with the Member Ownership Strategy while achieving individual performance targets that contribute to overall branch performance. This role suits a caring and customer-focused individual who values integrity and teamwork.

Responsibilities

• 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 commitment to success and strong work ethic
• 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 a 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 presented
• Collaborate with specialists in the business to deliver the best solution for the member
• Exhibit resilience, drive, and passion, showing a relentless attitude towards achieving goals and overcoming challenges
• Leverage customer service experience from customer service, retail, sales, and/or banking to excel in the role
• Demonstrate a strong work ethic and dedication to achieving excellence
• Help members meet their financial goals by understanding their goals and offering account and lending solutions and identifying ways for them to budget better
• Build lasting customer relationships and serve the local community with enthusiasm, learning to describe products and match them to customer needs
• Achieve individual performance targets by mastering scorecards across key areas such as member satisfaction, engagement, sales, and more

Requirements

• Excellent customer service skills
• A passion for building lasting relationships and serving the local community
• Able to work in a dynamic customer service environment
• Excellent problem-solving and analytical skills
• Demonstrated experience in a customer service environment, retail, sales and/or banking

Nice to have:

• Banking or financial services experience

Benefits

• Additional 6 days of paid leave per year for branch employees
• Additional 3 paid work-life balance days
• Paid community volunteer days to support many community charities across Australia
• Access to employee discounts, health and wellbeing initiatives, employee and family assistance, plus more
• A flexible and diverse working environment
• Career development opportunities, training and coaching

Important Details

• Schedule: 75 hours per fortnight
• Contract: permanent full-time
• Application deadline: 08/11/2026

Application Process

• Phone screen
• Video screen
• Virtual or face-to-face interview
• Psychometric testing
• Relevant background checking
• Some positions may require undergoing 4 weeks of mandatory full training

About the Company

Beyond Bank is a 100% member-owned, certified B Corp bank that helps people reach their financial goals while backing communities across Australia. As a certified B Corp, it uses its business as a force for good.