Member Relationship Consultant

1 month ago

Mount Barker, Australia Heritage and People's Choice Full time

Are you looking to take the next step in your career in banking?

Working with us at People First Bank as a Member Relationship Consultant, you will be empowered to have meaningful conversations with our members- to understand their financial position, goals and aspirations, and help align our products and services to their needs. You will specialise in personal loans, credit cards and insurance, in this bustling Adelaide Hills branch-based role.

About the role

You will work with our members to encourage them to embrace technology and support them in an increasingly digital future. 

You will be empowered to: 

  • Manage the end- to-end for personal loan applications
  • Help our members by being a 'guru' on products and services
  • Make it easy for our members to bank with us
  • Refer members onto our home loan specialists or financial planners
  • Empower our members to use our digital services
  • Display second to none service that is timely and accurate

This position will be offered on a permanent part-time basis, offering 35 hours per week- Monday to Friday, 09:00am- 4:30pm. You will also be required to support our branches on a Saturday morning, on a rotational basis. You will be provided with comprehensive training to support you to succeed in this role

About You

You are passionate about customer service and delivering the best possible experience for your customers. You work with a sense of purpose and urgency, and thrive in a busy and high-pressure environment, while working towards set targets and deadlines. You bring with you strong experience working with different systems, and experience working in a role that calls for accuracy and high attention to detail. You feel comfortable applying sound logic, judgement and reasoning when trouble shooting enquiries, and take a proactive approach to your ongoing learning and development.

Previous experience in banking and lending is desired, but not essential to be successful in this position.

Why you'll love working with us

People First Bank- our new brand- says exactly what we’re all about: people.
This starts with our team members, and we are committed to creating an outstanding working environment where you feel supported, can continue to develop and are proud advocates of our members and our business. 

You’ll have access to a range of financial and lifestyle benefits to support your success and allow you to be, you.

  • Extend your pay with exclusive discounts on banking products and services, and discounts on shopping at hundreds of Australian retailers and services.
  • Advance your career with ongoing training, coaching, support and opportunities for secondments and projects.
  • Access comprehensive wellbeing support, including our Employee Assistance Program, a mental health wellbeing app, and dedicated wellbeing leave.
  • Make a difference with paid volunteering days, Workplace Giving, and participation in a diverse range of community and charitable initiatives
  • Be recognised for your contributions through our peer driven recognition program.

About Us

In March 2023, People’s Choice and Heritage Bank merged to form Heritage and People’s Choice Limited - Australia's leading mutual banking organisation and a genuine, member-owned alternative to the major banks.  We are now on an exciting journey to bring together our products, services, and technology under a single brand - People First Bank.

 We are 100% member owned, with 700,000+ members and 1,900+ employees. We have dual head offices in Adelaide and Toowoomba, an Australian-based contract centre and 90 branches across NSW, NT, QLD, SA and VIC, trading under three brands, Heritage Bank, People's Choice and People First Bank. 

We exist to create a better future for our members and the communities in which they live.  Supporting our communities is at the heart of everything we do and when you come to work with us, you'll be joining a team of inclusive, friendly, and motivated employees who value making a difference every day for our members, community, and the planet.

Next Steps?

If this sounds like you, this could be the next step in your career. Click Apply and submit your application, including a cover letter and current resume by EOD Wednesday 6th November 2024.

Please note that shortlisted applicants may be contacted before the advert end date.

We are committed to diversity and inclusion and support candidate requests for adjustments to accommodate disability, illness or injury, to enable everyone to equitably participate in our selection process.

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