Personal Banking Specialist

**21st May, 2025**:
**About BankVic**:
**We are the small bank of big opportunity.

We exist to serve those who protect and serve our community. Founded 50 years ago by Victorian Police officers, our members are from the police, health, and emergency services. Because we're small, we each have a greater opportunity for personal impact.

As a certified B Corporation, we are committed to transparency, accountability, and working in the best interests of our members, community and each other. Being a small bank also means you can get involved in a broad range of work and gain exposure to parts of the organisation outside of your own team.

If you're seeking to make a difference and find purpose in your work, it's time to join us at BankVic.

**About the Role**:
**Join our **Monash Medical Centre** branch as a Personal Banking Specialist, where you will be responsible for providing support to the Branch Manager in developing new business and providing exceptional service to new and existing members in person and via inbound and outbound calls.

As a multi-skilled, team player with strong retail banking and lending experience, you will have a high level of professionalism when seeking new business from the local community. You can also easily explain core banking products and will always match the best BankVic products and services to the member's needs.

**Other responsibilities include**:

- Process new memberships, term deposits, new accounts, and any changes to member records.
- Conduct phone, virtual, and in branch appointments with members to discuss their banking needs.
- Actively identify needs and offer products/services to match the member needs.
- Build and maintain referral networks in the community by providing exceptional service.
- Optimise opportunities to cross sell through needs-based conversations.
- Maintaining knowledge of BankVic's products and services.
- Achieve and maintain individual and department targets.
- Action changes to existing member details or instructions.
- Be actively involved with local communities that support BankVic.

**Hours, Training and Location**:

- **Branch location**: Monash Medical Centre
- **Employment type**: Permanent Full Time
- This branch's operating hours are 9:30am to 4pm Monday to Friday. However, you will be required to work on a rotating roster between the hours of 8:30am to 5pm on a roster basis.
- Comprehensive training provided.

**To be successful in this role, you will have**:

- Experience working in banking/financial services, particularly lending and/or insurance.
- Experience in sales and cash handling is required.
- RG146 Tier 2 certified, or willing to complete in-house.
- You have knowledge of the Financial Services regulatory framework; AFSL and ACL obligations and Privacy Legislation and adherence to Responsible Lending under the NCCP Act.
- Awareness of ASIC Regulatory Guide.
- You have a member (customer) centric attitude and a passion for outstanding customer service, all the time.
- Great attention to detail, and care about the accuracy of your work.
- Passion for your career, being part of a supportive team, finding opportunities for improvement, taking initiative, and pushing forward in the right ways.

***What we can offer**:

- Access to additional five days of leave.
- Discounts and savings off a range of our products and services.
- Ambulance Victoria Membership reimbursements.
- Employee assistance program.
- 2 days paid volunteer leave.
- Ongoing professional development with access to study leave.
- Reward and recognition program.

If you're ready to join us in building a workplace where everyone can thrive, click apply.