AddressOn 1 March 2023, two of Australia’s most successful member-owned banking organisations merged to form Heritage and People’s Choice - Australia’s leading mutual banking organisation.
We have dual head offices in Toowoomba and Adelaide, and 95 branches across South Australia, Victoria, New South Wales, Queensland and the Northern Territory, trading under two brands, Heritage Bank and People's Choice.
Working with us at Heritage Bank as a Lending Specialist, you will be responsible for helping our members achieve their financial goals like first home purchases and beyond!
About the role
This role can be based within our Heritage Bank, Sunshine Coast region (Caloundra, Kawana, Maroochydore, Nambour and Noosa).
We take great pride in giving our members the best experience we possibly can – consistently, across everything we do. Being member-owned means we are passionate about our members. We need to ensure that with every interaction whether on the phone or face to face, we provide the right solutions and appropriate outcomes. Being able to connect meaningfully and personally with our members is core to our success as it helps us to support our members’ financial needs and assist them in achieving their goals.
As a Lending Specialist you will have the time to do the warm and fuzzy relationship building stuff that makes a genuine difference to our customers (we call them “members”), ensuring that you are well placed to deliver personalised and appropriate end to end Mortgage Loan applications and associated Personal Lending products. You will also be responsible for adding to our success through business development and community engagement.
What you’ll be doing
- Hold quality conversations with members to determine how Heritage is able to assist with their financial goals
- Have flexibility to conduct Mortgage lending appointments with existing and potential members
- Execute business development plans in relation to member acquisition
- Support and coach other Heritage employees with lending knowledge and community engagement
Here's what you can do for us
We are looking for team members who are driven by achieving positive customer outcomes. You must be a confident communicator, be digitally savvy and able to quickly grasp new systems. You will have a natural ability to ask lots of questions and build connections, a self-starter with demonstrated understanding of mortgage loan products and broader personal banking products with recent experience in a similar in-branch role. You will have a strong desire to gain a holistic understanding of a member and their needs and clearly articulate what the best solution is and why, whilst never losing sight of the details. You will enjoy working with stakeholders across our business and be passionate about quality lending in a changing work environment.
Why you’ll love working here
Putting ‘People First’ starts with our team members and we are committed to creating an outstanding working environment where you feel supported, can continue to develop and are proud advocates of our members and our business.
We offer a range of attractive benefits for our team members including career development opportunities, discounts on financial products and services, and celebrate the work of our people through our peer driven recognition program.
When you come to work for us, you’ll be joining a team of inclusive, friendly, and motivated employees who value making a difference every day for our members, community, and the planet.
If you are ready to join a supportive team who are passionate about the work they do and the results they achieve, then apply now.
Applications close: 8:00am Friday 5 July 2024.
If you have any questions or would like to discuss anything in more detail, please contact the Talent Acquisition Team at **************@heritage.com.au
We are committed to diversity and inclusion and support candidate requests for adjustment to accommodate disability, illness or injury, to enable everyone to equitably participate in our selection process.
