Member Services Officer
2 days ago
About the Role
We're looking for a Member Service Officer to join our WA branch and deliver exceptional service to our members. You'll be the first point of contact—advocating for our products, ensuring compliance, and identifying risks with confidence.
This role requires strong communication and listening skills to accurately action member requests. You'll work collaboratively in a supportive team environment, driven by shared goals and a positive culture. With two dedicated Branch Managers backing you, you'll be set up for success.
This role is a 12 month fixed term contract
Key Responsibilities
- Engage with members across all TMBL brands to identify needs and recommend suitable products
 - Build strong member relationships through quality conversations and education
 - Work toward office targets and KPIs
 - Process transactions, foreign exchange, and credit card applications accurately
 - Identify third-party products aligned with member needs
 - Ensure compliance with financial legislation and internal standards (e.g., NCCP, AML/CTF, Privacy Act)
 - Stay informed through meetings, training, and internal resources
 - Complete daily procedures and maintain office security
 - Follow complaints handling and dispute resolution procedures
 - Maintain a clean, safe workspace in line with WHS policy
 - Perform other duties as delegated by Branch Lead or Manager
 
About You
- Strong customer service and communication skills
 - Team-oriented with proven collaboration experience
 - Knowledge of banking products and services
 - Effective time management and adaptability
 - Sales ability with a solutions-focused mindset
 - Practical problem-solving and procedural understanding
 - Accurate data entry and record keeping
 - Intermediate Microsoft Office skills (Outlook, Word, Excel, OneNote, Skype)
 - Understanding of financial legislation and codes of practice
 
Skills and Qualifications
- Financial Services Reform Tier 2 Accreditation (or willingness to complete)
 - Cert IV in Financial Services or Finance & Mortgage Broking (desirable)
 - Experience in member services within a financial institution (preferred)
 
About us:
Teachers Mutual Bank Limited is one of the largest mutual banks in Australia. We are a globally-recognised socially responsible bank with profit-for-purpose as our business model and philosophy. At our Bank, social responsibility is built-in, not bolted on and drives our business practices, people, and products.
We are proud to serve some of Australia's essential workers in education, emergency services and healthcare. We believe they deserve a bank that does good for their community.
We have been named one of the World's Most Ethical Companies for ten years in a row and are a Certified B Corp Bank.
Our employees embrace our organisation's values of passion, advocacy and sustainability, and contribute to a diverse and inclusive workplace culture founded on mutual respect, equality and a focus on striving to deliver exceptional member service.
We are an Employer of Choice, promote Diversity and Inclusion, and follow EEO principles by appointing on merit. We work under a hybrid working model to provide flexibility in the workplace. For more information about working conditions as well as our employee value proposition, please visit the careers page on our website at or find us on LinkedIn
How to apply:
Please click the APPLY button and follow the prompts.
For a confidential conversation, please contact
Teachers Mutual Bank Ltd may conduct a background or reference check (or both) as part of the recruitment process. By applying you agree to cooperate fully in those procedures and understand that an offer is subject to the satisfactory outcome of those checks, at the discretion of Teachers Mutual Bank Ltd.
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