Company Description
-
Permanent – Full time role
-
75 Hours per week
-
Salary range from $86,000 FTE including superannuation.
-
Positions available in Rockingham and Mandurah
Beyond Bank is one of Australia's largest, 100% member-owned mutual banks with a credit union heritage. We provide personal, business and community banking to more than 300,000 members and operate over 50 branches nationally.
Our vision is to create better lives by caring for our members and communities.
Beyond Bank is a Certified B Corp, meeting high standards of social and environmental impact. We are proud to use our business to drive positive outcomes that benefit our members, communities and people.
Our values of Member Obsession, Empowering Communities, Shared Ambition and Championing Sustainability are integral to all that we do and are the standards to which we hold ourselves. The way we work is also demonstrated by the behaviours that we are accountable to uphold: Own It, Call it Out, Be Respectful, Bring Your A Game, Make A Difference and Right Things Right Way.
Job Description
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.
Qualifications
A bit about you:
You're a caring and customer-focused person who brings integrity, curiosity and a passion for helping people with their financial goals. With proven home‑lending and banking experience, you thrive in dynamic environments and excel at delivering exceptional service. You have the ability to build lasting relationships, solve problems with confidence and bring a positive mindset to everything you do, then this is the role for you!
-
Demonstrated experience in home lending essential
-
Banking or Financial services experience essential
-
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
See yourself in our team
As part of our branch team, reporting to the Branch Manager, you’ll play a key role in delivering outstanding support to our members. Whether connecting face‑to‑face or proactively engaging over the phone, you’ll ensure every member receives personalised, seamless, and genuinely exceptional banking experiences. You’ll be surrounded by a supportive, high‑performing team that shares your commitment to service, community, and making a meaningful difference.
Additional Information
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
-
Paid community volunteer days to support many community charities across Australia
-
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 screen, virtual or face-to-face interview, psychometric testing, and all relevant background checking. Some positions may require undergoing 4 weeks of mandatory full training.
To find out more about Beyond Bank visit beyondbank.com.au or for more information contact [email protected]
Applications close 12/07/2026
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.
