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Personal Banking Specialist

BankVic -
Melbourne VIC

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Job Details

Permanent | Full-time

Benefits

Employee assistance program
Paid volunteer leave

Qualifications

Financial services
Cash handling

Full Job Description

25th June, 2026

About BankVic:

BankVic is the member-owned bank for those who serve our communities — police, emergency, and health workers. We exist to help our members and communities go further in life, by living our values: Together, Honest, and Brave.

As a smaller bank, we offer something bigger — personal service, meaningful relationships, and real impact. We focus on individuals, tailoring support to help each person achieve their goals.

Our size also means broader opportunities for our people. You’ll gain exposure across the organisation and be part of work that matters.

If you're looking for more than just a job, if you want purpose, connection, and the chance to make a difference, BankVic is your smaller bank of bigger opportunity.

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.

You will assist members with all insurance and lending enquiries and lead them through their lending journey from the beginning, through to settlement. You will provide a specialised service that will help secure and enhance our members’ financial wellbeing.

Responsibilities:

Handle insurance and lending enquiries which include applications for car loans, personal loans, and credit cards.
Process new memberships, term deposits, new accounts, and any changes to member records.
Assist with teller transactions and cash handling.
Conduct phone, virtual, and in branch appointments with members to discuss their banking needs.
Educating our members on digital banking solutions.
Actively identify needs and offer products/services to match the members’ 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.
This role may be required to provide relief in other branch locations.

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 between the hours of 8:30am to 5pm.
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.
Demonstrated knowledge and understanding of lending processes from application through to settlement.
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.

BankVic is committed to fostering an inclusive and diverse workplace. Your unique qualities make you an invaluable part of our team and make us stronger as an organisation. If you need assistance or adjustments made to the recruitment process, please let us know and we’ll do our best to make it easy for you to apply. If you think you would be a great addition to the BankVic team, we encourage you to apply even if you do not meet all the requirements listed.

As part of our recruitment process, we require successful candidates to undertake background checks.

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

Applications close COB Friday 24 July 2026 (although we encourage you to apply today, as we review applications as they come in and reserve the right to close applications early).

BankVic are managing this opportunity in-house, so we kindly ask that recruitment agencies do not share unsolicited applications or contact the hiring manager.

Apply Now

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25th June, 2026

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