Member Relationship Consultant- West Lakes

at  Heritage and Peoples Choice

JOB DESCRIPTION

On 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 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.

We are currently on the hunt for a Member Relationship Consultant to join our passionate team at the West Lakes branch, on a permanent part-time basis. In this role you will be empowered to have meaningful conversations with our members. You will understand their financial position, goals and aspirations and help align our products to their needs, specialising in personal loans, credit cards and insurance.

What you will be doing:

• Managing the end-to end application process for personal loan applications.
• Helping our members by being a ‘guru’ on products and services
• Making it easy for our members to bank with us
• Referring members onto our home loan specialists or financial planners
• Empowering our members to use our digital services
• Displaying second to none service that is timely and accurate

This is a permanent part-time position, offering 35 hours per week; Monday to Friday, 09:00am- 4:30pm. You may also be required to work Saturdays on occasion, as required. We will provide you with comprehensive training upon commencement as well as ongoing to support your success in the role.