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Form of workABOUT THE JOB
- Working in a long-standing team of Member Services and Lending professionals, you will quickly grasp our systems and products enabling you to effectively support our member with any inquires they may have.
- Providing the highest quality of banking support over the phone, by email, SMS and face to face.
- Managing member requests with an eye on compliance, supporting colleagues in their team and liaising with Parramatta office.
- Liaise with various stakeholders to ensure seamless and end to end banking processes.
- Opportunity for professional advancement into the lending field, including responsibilities such as processing lending requests from application to post settlement and actioning documentation and complete compliance checks.
ABOUT YOU
- You will have 3+ years’ experience in a lending & customer contact role
- Mutual banking experience preferred
- Customer focused, with a strong focus on upselling and providing a great service
- Proficient in processing lending applications as well as loan file maintenance
- Goal orientated and able to work towards future objectives
- Motivated problem-solver; somebody who thinks for themselves and doesn’t like being bored
- Superior time management skills and ability to manage multiple deliverables with conflicting deadlines
- A great attitude and genuinely excited by the opportunity to join a growing financial services business
- Excellent verbal and written communication skills with an eye for detail
WHY JOIN FIRST OPTION BANK
Our history
Starting in 1965, we have grown consistently through the merger of credit unions and co-operatives created to provide on-site banking facilities for the employees of organisations across industries including arts and recreation, technology, manufacturing and energy. In 2018 we formally became a mutual bank in order to offer our members all the financial services that we now provide.
Our people
We are a family bank and our priority is people: our members, our people and our families. Some of our team have been with us for 20 years, their professional banking experience underpins our outstanding service and their help is always available to our members.
Our promise
We are a proud member of the Customer Owned Banking Association and as a member, we subscribe to the COBA Code of Practice. "Customer owned banking delivers member-focused, competitive retail financial services, outstanding services and fairer fees. Credit unions, mutual banks and mutual building societies exist to serve their members, not simply to drive high profits for external shareholders. The Customer Owned Banking Code of Practice is how credit unions, mutual banks and mutual building societies will deliver on their pledge to always put customers first.
Why we're different
Fully-owned by our members, we reinvest our earnings into higher interest rates for savings, lower interest rates for loans, into developing our technology and supporting our people. Our people are a family and their commitment is to help your family do their banking simply and successfully.
