Personal Banker
Full Job Posting
Some of your core duties will be to
- 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 our members
- Contribute to a high achieving team environment with your 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 our 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 you present
- Collaborate with specialists in the business to deliver the best solution for the member
In the first 6 months you will
Exhibit Resilience, Drive, and Passion: Show a relentless attitude towards achieving goals and overcoming challenges.
Leverage Customer Service Experience: Utilise your background in customer service, retail, sales, and/or banking to excel in your role.
Commit to Success: Demonstrate a strong work ethic and dedication to achieving excellence.
Help our Members meet their Financial Goals: Be relentless in wanting to reach out to our members to help understand their goals and help them achieve these through offering account and lending solutions and identifying ways for them to budget better
Build Lasting Relationships: Foster lasting customer relationships and serve the local community with enthusiasm. Learning to describe products and match them to customer needs.
Achieve Sales Targets: Excel in achieving individual performance targets by mastering scorecards across key areas such as member satisfaction, engagement, sales, and more.
A bit about you
You're a caring and customer-focused person excited to learn and grow. You value integrity, especially when handling customer information. Your teamwork and commitment to improvement will help us prioritise our members' needs and satisfaction.
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 customer service environment, retail, sales and/or banking.
Banking or Financial services experience desirable, but not essential
See yourself in our team
Reporting to the Branch Manager, you will be joining the Southern Cluster Branch Team, a group of dedicated professionals who work tirelessly to provide exceptional support to our members. Whether you are working face-to-face, or over the phone, you will be committed to ensuring that our members receive the best possible experience with their banking needs.
Why work for Beyond Bank? We welcome candidates that reflect the diversity of the communities in which we operate. We actively encourage Aboriginal and Torres Strait Islander peoples, people living with disability, LGBTQIA+ as well as culturally diverse community members to apply for our roles. Beyond Bank is committed to creating an accessible recruitment process and employment experience. If you identify as a person living with disability and require adjustments to our online application, recruitment, selection and/or assessment process, or modifications for accessibility to our locations, please contact us at [email protected]
And there’s even more benefits
- Our branch employees receive an additional 6 days of paid leave per year
- Additional 3 paid work-life balance days
- 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
- By joining Beyond Bank, you will have the opportunity to work alongside talented professionals who will support and encourage you to achieve your full potential. If you are passionate about people and want to make a difference, we would love to hear from you.
- What does our recruitment process look like? The process can include a phone screen, video interview, virtual or face-to-face interview, psychometric testing, and all relevant background checking. Some positions may require undergoing 4 weeks of mandatory full training.
- Apply Now! To find out more about Beyond Bank visit beyondbank.com.au or for more information contact [email protected]
- Applications close at midnight 04/10/2026
As a certified B Corp we are using our business as a force for good.
By applying for this opportunity you are providing consent for Beyond Bank Australia to conduct all pre-employment screening checks (APRA, ASIC, Bankruptcy, National Criminal History Check, VEVO, Adverse Media Check and Reference Checks) at the expense of Beyond Bank Australia.
About Beyond Bank Australia
Australian member-owned mutual bank providing personal, business, community banking and insurance services.
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