Company

Beyond BankSee more

addressAddressAdelaide, SA
CategoryAccounting & Finance

Job description

Be part of Beyond Bank a bank that is for and with you .

We are one of Australia's largest, 100% customer-owned mutual banks with credit union heritage. With over 300,000 customers and over 40 branches across five states, we aim to be the best bank for customers and communities. When you join Beyond Bank, you will work for a B Corp and be part of a friendly, inclusive, and supportive environment where you can continue progressing, no matter what stage of your career.

Where and how you can work
Our head office is in Adelaide. We also have offices in Sydney, Melbourne, Hunter Valley, Canberra and Perth, and we support flexible working arrangements.

Job Description

The Role


In this role, you will provide sales, lending and administrative support to the Business Banking Team. You will work with the team to maintain and develop customer relationships that demonstrate care, interest in and understanding of the customer’s banking needs.

In the role you will:

  • Action leads and opportunities for new memberships and accounts, received from Branches, CRC and digital channels.
  • Monitor and maintain sales tracking tools, CRM records, BI reports and Dashboard reporting.
  • Conduct CRM follow ups for all appropriate member instructions.
  • Develop and maintain product and systems knowledge pertinent to the role.
  • Actively participate and seek challenges as a committed and positive team member.
  • Build and maintain relationships with key stakeholders across the organisation.
Desired Skills and Experience

About you

To succeed in this role, candidates must posses the following attributes: 

  • Exceptional time management and organisational abilities
  • Prior experience in customer onboarding

See yourself in our team

You will be joining the Business Banking Team, a group of dedicated professionals who work tirelessly to provide exceptional service, empowering businesses of all sizes to thrive and succeed. With a deep understanding of the unique challenges and opportunities in the business landscape, our team is committed to providing tailored financial solutions, expert advice, and personalised service to help businesses achieve their goals.

Why work for Beyond Bank?

If you’re passionate about innovation and driven by customer-centricity, then a career with Beyond Bank is for you. We are proud to be an equal opportunity employer and employ people from a wide range of backgrounds, including Aboriginal and Torres Strait Islander peoples, people from culturally and linguistically diverse (CALD) backgrounds, and people with disabilities.

And there’s even more benefits:

  • A flexible, and diverse working environment
  • Career development opportunities, training and coaching
  • Annual paid work-life balance days to boost your annual leave
  • Community volunteer days to support many community charities across Australia
  • Access to employee discounts, health and wellbeing initiatives, employee and family assistance, plus more
  • The chance to be part of an organisation that works for and with customers and their communities to make a difference and change lives.

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.
 

Please be aware the next step in the process may include a phone screen, video interview, virtual or face-to-face interview, psychometric testing, and all relevant background checking. Some positions may require undergoing 4 weeks of mandatory full training.

As a certified B Corp we are using our business as a force for good.

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Refer code: 2379358. Beyond Bank - The previous day - 2024-06-17 01:25

Beyond Bank

Adelaide, SA

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