Lending Specialist

Job Category:
Banking and Financial Services

A great opportunity to join our Ascot Branch team as a Lending Specialist on a 12-month Fixed Term Contract!

As Lending Specialist, you’ll be responsible for delivering efficient and accurate member relationship management across a broad range of banking services. You’ll engage with customers face-to-face and over the phone to understand their financial needs and identify suitable lending solutions. With a strong focus on customer service, you’ll actively cross-sell products, support individual customer goals, and contribute to professional branch operations that deliver exceptional sales and service outcomes.

• We have big plans to become Australia’s leading purpose-driven bank
• As a certified B Corp, we’re part of a global business community who meet the highest social and environmental standards, balancing profit and purpose
• Every role and person in our bank is essential to bringing our values, purpose and aspiration to life
• We offer a competitive salary and 14% super
• Our staff have access to a range of meaningful benefits to support their physical and mental wellbeing including 24/7 free counselling, free flu vaccinations and discounted gym memberships
• We also support staff with study assistance, paid parental leave (regardless of gender), volunteer, bereavement, gender affirmation and family violence leave
• We support our staff to grow their careers through learning and development and an organisational culture where we reward and recognise innovation and values, not long hours
• We are committed to building an inclusive culture and a diverse workforce that reflects the Australian community
• We care for a conservation reserve - where we work with key partner organisations to protect threatened species and involve staff in conservation

What you will be doing

• Manage end-to-end lending conversations and applications, identifying customer needs and providing tailored solutions
• Assist with all branch operations including, support members across multiple channels with lending enquiries, documentation, valuations, credit checks and loan funding
• Educate customers on the Bank's products and services, supporting cross-selling opportunities and branch lending targets
• Maintain accurate records, manage a fast-moving lending pipeline, and use technology to deliver efficient service
• Meet performance and service standards and complete required training
• Escalate concerns appropriately, contribute to continuous improvement, and perform additional duties as directed

What you will bring

• Experience in a similar lending role within financial services
• Sound understanding of lending and credit principles, relevant legislation and mathematical concepts
• Exceptional written and verbal communication skills with a strong customer focus
• Excellent time management and organisational skills to manage a fast-paced lending pipeline
• Ability to build meaningful relationships, demonstrate empathy and adapt to change
• Proven ability to achieve results, contribute to purposeful banking and remain future ready
• Commitment to Bank Australia's purpose, aspiration, values and brand as well as the B Corp ethos

By submitting an application you agree to Bank Australia's Privacy Policy for applicants and confirm that you are legally able to work in Australia. Bank Australia is an equal opportunity employer committed to sustainable development. We encourage people from different backgrounds to apply, including Aboriginal and Torres Strait Islander people, people from different cultural backgrounds and people with disabilities because we want to reflect the diversity of our communities.

We are committed to making reasonable adjustments to provide a positive, barrier-free recruitment process and supportive workplace.