Personal Banker 2

7 days ago

Bendigo, Victoria, Australia Bank Australia Limited Full time
Overview

Job Category: Banking and Financial Services

Through the merger of Bank Australia and Qudos Bank we're creating a better, stronger and more resilient bank for our customers and employees. As one company with two trusted brands, we're building on the strong foundations of our history and shared values as we bring together the best of both banks.

The Personal Banker 2 is the first point of contact for branch customers, responsible for delivering exceptional service while deepening relationships. The role supports customers in achieving their financial goals by understanding their banking needs and ensuring compliance with risk and regulatory requirements.

What you will be doing
  • Support the branch team to achieve personal lending, service, and operational outcomes
  • Manage member enquiries and provide tailored information on Qudos products and services
  • Assist with personal lending applications, including data entry, document preparation, and member communication
  • Handle complex member needs, cash transactions, and account maintenance
  • Support members with digital banking and escalate queries or complaints as needed
  • Actively cross-sell products and make outbound calls to new and prospective members
  • Record sales activity in Prosper and follow up on future opportunities and referrals
  • Achieve set KPIs and contribute to team presentation and service standards
  • Participate in service training, including FX and insurance
  • Ensure compliance with policies, procedures, and statutory requirements
  • Promote a safe work environment and report WHS incidents promptly
  • Constructively challenge and escalate concerns through appropriate channels
  • Perform additional duties as directed by Qudos Bank Management.
What you will bring
  • Strong customer focus with the ability to understand and respond to member needs
  • Proven ability to achieve results and take accountability for outcomes
  • Excellent interpersonal skills with the ability to build meaningful relationships
  • Adaptability in a fast-changing environment and willingness to learn
  • Lending experience across personal loans and credit cards
  • Cash handling experience and a strong background in cross-selling
  • Solid experience in banking or financial services
  • Positive attitude and commitment to delivering excellent service
  • Proficient in Microsoft Word, Excel, Outlook, and online research tools
  • Accurate typing (35+ WPM) and strong written communication skills
  • Commitment to Bank Australia's purpose, aspiration, values and brand as well as the B Corp ethos

By submitting an application you agree to Bank Australia's Privacy Policy for applicants and confirm that you are legally able to work in Australia. Bank Australia is an equal opportunity employer committed to sustainable development. We encourage people from different backgrounds to apply, including Aboriginal and Torres Strait Islander people, people from different cultural backgrounds and people with disabilities because we want to reflect the diversity of our communities. We are committed to making reasonable adjustments to provide a positive, barrier-free recruitment process and supportive workplace.

Bank Australia reserves the right to withdraw this advertisement at any time. Candidates will be progressed as applications are received, rather than after the advertisement closure date. If you wish to be considered, please submit your application as soon as possible. Please note, the successful candidate will be subject to satisfactory background checks including but not limited to police and previous employment.


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