Introduction:
About us.
A unique life requires a unique bank.
Defence Bank is a member‑owned bank with a proud history of serving the Australian Defence community for almost 50 years. Our purpose is to improve the financial wellbeing of our members, and we do this by putting people first — our members and our people.
We’re known for being collaborative, values‑led and genuinely flexible, with a strong focus on wellbeing, learning and doing work that matters.
A finalist for Employer of Choice 2026, Best Workplace Flexibility Program 2026, and Australian HR Champion (CEO) of the Year 2026, it is not only our employees who think our bank is truly one of the best places to work.
Description:
About the Role
Join a specialist team supporting one of Defence Bank's unique retirement savings products.
At Defence Bank, we're member-owned and purpose-driven. We exist to serve those who serve Australia and their families, delivering trusted financial solutions and exceptional service.
As an RSA Support Specialist, you'll play a key role in administering Defence Bank's Retirement Savings Account (RSA) product, ensuring transactions, reconciliations, reporting and member enquiries are managed accurately, efficiently and in line with legislative and regulatory requirements.
Working closely with internal stakeholders and our external RSA administrator, you'll support the day-to-day operation of the RSA portfolio, maintain strong compliance and data integrity standards, and contribute to continuous improvement initiatives that enhance operational effectiveness. You'll also provide clear and factual information to members regarding RSA features, processes and requirements, helping deliver a high-quality member experience.
This role is ideal for someone who enjoys working with complex processes, has exceptional attention to detail, and is passionate about delivering accurate outcomes in a highly regulated financial services environment.
Skills and Experiences:
Key Responsibilities
What You'll Be Doing
Processing RSA transactions including contributions, rollovers and withdrawals.
Completing reconciliations and maintaining high levels of data accuracy and integrity.
Managing reporting requirements, including weekly, monthly and year-to-date reporting.
Responding to member enquiries via phone and email in a professional, compliant and member focused manner.
Explaining RSA product features, processes, documentation requirements and timeframes in clear and simple language.
Supporting regulatory and legislative obligations relating to Retirement Savings Accounts.
Working with internal teams and external providers to ensure smooth day-to-day administration.
Identifying opportunities to improve processes, controls and operational efficiency.
About You
What You'll Bring
You'll be a highly organised banking or financial services professional who enjoys working in a structured environment where accuracy, compliance and member outcomes are critical.
We're looking for someone who brings:
Experience within banking, financial services or a related regulated industry.
Strong attention to detail and the ability to manage complex administrative processes accurately.
Excellent communication skills and confidence speaking with members over the phone.
An understanding of compliance, risk and regulatory requirements within financial services.
Strong organisational skills with the ability to manage competing priorities and deadlines.
A proactive approach to problem solving and continuous improvement.
Hold current Tier 1 RG146 certification, or be willing to obtain certification with Defence Bank sponsorship.
We count on you. And you can count on us.
Why Defence Bank?
At Defence Bank, you'll be part of a purpose-led organisation where your work genuinely contributes to better outcomes for our members, employees and community.
We offer:
A supportive and collaborative culture.
Opportunities for ongoing learning and development.
Flexible working arrangements.
A values-driven organisation focused on making a difference for our members.
The opportunity to develop specialist expertise in a unique area of financial services.
Interested? We'd like to hear from you. Click to apply.
Defence Bank is committed to providing equal opportunities for employment and seek to have a team that reflects our diverse community. We encourage anyone interested in our role and a career at Defence Bank to apply.
All successful candidates will be required to complete employment checks prior to an offer of employment.
Whilst we value and appreciate the time and effort you made to apply for this position, only short-listed applicants with Australian Working Rights will be contacted to discuss their application.
Applications will be reviewed as they are received, and the position may close at any time once a suitable candidate is identified. We encourage interested applicants to submit their applications promptly.
