Personal Banker - Home Lender Specialist

The Role

We currently have an opportunity to join our Rockingham or Mandurah branches as a Personal Banking Home Lending Specialist, where you’ll play a key role in championing Beyond Bank Australia’s values and delivering exceptional member experiences. In this role, you’ll build trusted relationships, provide personalised lending solutions, and contribute to our Member Ownership Strategy by achieving strong individual performance outcomes that drive overall branch success. It’s a chance to make a meaningful impact in your community while helping members achieve their financial goals.

Some of your core duties will be to:

• Drive lending and sales outcomes through confident delivery of home lending solutions including construction, investment, and first‑home buyer loans plus personal loans and credit cards.
• Manage lending applications end‑to‑end, ensuring members clearly understand features, benefits, fees, and the value of the products you recommend.
• Engage with members proactively via phone and in‑branch conversations to identify needs, offer tailored solutions, and strengthen long‑term relationships.
• Deliver exceptional member experiences by providing personalised, member‑owned banking support across everyday and lending needs.
• Support everyday banking by opening and maintaining accounts, completing variations, and assisting with general enquiries.

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.