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Member Relationship Specialist

11/04/2024
11/05/2024
Permanent - Full Time
VIC - Melbourne
Lending assessment and fulfilment

About us.

A unique life requires a unique bank.

Defence Bank is a member-owned bank that has been proudly serving the Defence Community for 48 years. With over 29 branches across Australia and our award-winning app, Defence Bank is where our members need us – anywhere, anytime. 

The bank provides financial products and services to the Australian Defence Force and its unique community, reinvesting profits for the benefit of our members. Our branch network and support office teams work collaboratively to offer tailored banking solutions that support the Defence Community throughout their banking journey. 

We are a leader in our sector and our people led, technology enabled environment, celebrates the individual talents, personalities, interests and needs of our people.

Job Description

The opportunity.

These positions directly support Defence Bank’s purpose and ensures our members can count on us by providing home loan expertise to members – both in the writing of new home loans and retaining existing home loan members.

This position is accountable for: 

  • Delivering outstanding member experience to achieve agreed performance goals which includes:

-    Working with our members to achieve their financial goals
-    Proactively reviewing members financial products and position
-    Identifying new business opportunities
-    Acquisition of new home loans
-    Variations and tops ups of existing home loans
-    Home Loan Retention

  • Completing Member Direct tasks to ensure ongoing compliance with legislation and Defence Bank’s policies and procedures.
  • Supporting our digital or phone contact methods as required by our members and the business. 
  • Promoting Defence Bank within Defence, with Defence Industry partners, and within the broader community to grow our member base and product portfolio.
  • Adhering to the Risk and Compliance framework across the function to protect the member and the bank.

A flexible Work-From-Home hybrid model once you've settled into the role.

Desired Skills and Experience

About you.

You are a customer service star who is passionate about providing a consistent yet memorable experience. You have a knack for uncovering needs, providing appropriate solutions, and achieving results. You connect with people, establishing rapport and trust quickly. You have excellent time management skills and pride yourself on your ability to build effective working relationships with stakeholders at all levels. 

You possess demonstrated experience or skills in: 

  • At least two years’ experience in a retail sales team ideally within financial services.
  • Preferable experience as a home loan writer
  • A high school certificate or equivalent.
  • Working credit knowledge. 

We count on you. And you can count on us.

We have a great range of employee benefits including:

  • Corporate wardrobe allowance.
  • Ongoing professional development opportunities.
  • Savings and discounts across our range of products and services.
  • A "Thank you" day - each year our employees receive one additional day of paid leave.
  • Access to our internal "reward and recognition" platform - vouchers, discounts, e-cards and much more!

Interested? We'd like to hear from you. Click to apply.

Defence Bank is committed to providing equal opportunities for employment. We encourage people from different cultural backgrounds, people from different ethnic origins, and people with disabilities to apply so our team reflects our diverse community.

All successful candidates will be required to complete employment checks prior to an offer of employment.