Member Sales & Service Consultant - NCC

at  Heritage and Peoples Choice

JOB DESCRIPTION

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.

• Providing exceptional service to our members over the phone and making it easy for members to bank with us
• Demonstrating care to our members when they need it
• Helping members by being a ‘guru’ on our products and services
• Identify opportunities to promote our products and services
• Referring members onto our home loan specialists or financial planners
• Empower members to use digital services
• Prioritising and completing tasks accurately and efficiently
• Navigating multiple contemporary systems and software