Personal Loan Delivery Consultant

It’s an exciting time to join our organisation! In 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 and a genuine, member-owned alternative to the major banks. 

We exist to create a better future for our members and the communities in which they live. 

We are 100% member owned, with approximately 720,000 members and 1,900 employees.  We have dual head offices in Adelaide and Toowoomba, 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. 

When you come to work at Heritage and People’s Choice, 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. 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. 

About the role

Operating from our National Contact Centre, the Personal Loan Delivery Consultant will work to connect with members and their personal lending needs. You will process applications from application to verification and formal approval in accordance with all current lending policies and procedures within the service level agreements set. You’ll operate flexibly and engage with our members through the multiple channels e.g., Virtual, online, and inbound phone to deliver a seamless omni-channel experience.

Our contact centre teams split their time working from home and in our contact centre in our Flinders Street head office, giving you flexibility and the best of both worlds. 

We’re here for our members, and that means we need to be around to take their calls and help them out on weekdays between the core hours of 9:00am – 9:00pm and weekends between 8:30am – 4:30pm. We are seeking applicants with full flexibility across the working week. We get that you have things to do on the weekend, so we share the love (weekend shifts) around. Penalty rates apply for late shifts and weekend work.

Key responsibilities include:

• Build relationships with our members to identify opportunities to promote the Credit Union’s products to achieve their needs
• Contribute to personal lending growth through the efficient management of Personal Loan enquiries and applications through to verification and formal approval across multiple channels including virtual, online, and inbound phone.
• Contribute to personal lending growth by proactively connecting with members and engaging in quality conversations about their personal lending and other financial needs.
• Adhering to all current policies and procedures
• Contributing to a successful team environment

About you

The successful candidate will demonstrate the following:

• Demonstrated ability to deliver high levels of customer service
• Demonstrated experience in following strict policy and procedure 
• Role model a positive and proactive, results focused, ‘can do’ attitude and behavior
• Ability to work within a dynamic and fast paced environment
• Decision making, problem solving and dispute resolution skills

Why choose People's Choice

Be part of an inclusive, friendly, professional and motivated team, where people work better together to achieve and grow. We value and celebrate diversity of thought through our inclusive culture and with our people at the heart of our success, we'll support your career goals, whilst also guaranteeing supportive and dynamic working conditions.

The perks: 

• Work from anywhere philosophy
• Career progression opportunities
• Ongoing training, coaching and support
• Employee banking benefits and discounted insurances
• Carbon neutral certified!
• Paid volunteering days to join our good squad
• Salary sacrificing options
• Employee Assistance Program
• Corporate Health Cover, discounted car parking and other corporate discounts

If you’d like to seize this opportunity, click 'Apply' now and submit your application, including a cover letter and current resume by 26th April 2024.

We are committed to diversity and inclusion and support candidate requests for adjustments to accommodate disability, illness or injury, to enable everyone to equitably participate in our selection process.

If you would like more information, please email the Talent Acquisition Team on *******@peopleschoice.com.au