Personal Banking Specialist - West

About Bank Vic: Bank Vic is the member-owned bank for those who serve our communities — police, emergency, and health workers. We exist to help our members and communities go further in life, by living our values:
Together, Honest, and Brave. As a smaller bank, we offer something bigger — personal service, meaningful relationships, and real impact. We focus on individuals, tailoring support to help each person achieve their goals. Our size also means broader opportunities for our people. You’ll gain exposure across the organisation and be part of work that matters. If you're looking for more than just a job, if you want purpose, connection, and the chance to make a difference, Bank Vic is your smaller bank of bigger opportunity.

Join our City West branch as a Personal Banking Specialist, where you will be responsible for providing support to the Branch Manager in developing new business and providing exceptional service to new and existing members in person and via inbound and outbound calls. You will assist members with all insurance and lending enquiries and lead them through their lending journey from the beginning, through to settlement.

You will provide a specialised service that will help secure and enhance our members’ financial wellbeing.

• Handle insurance and lending enquiries which include applications for car loans, personal loans, and credit cards.
• Process new memberships, term deposits, new accounts, and any changes to member records.
• Assist with teller transactions and cash handling.
• Conduct phone, virtual, and in‑branch appointments with members to discuss their banking needs.
• Educate our members on digital banking solutions.
• Actively identify needs and offer products/services to match the members’ needs.
• Build and maintain referral networks in the community by providing exceptional service.
• Optimise opportunities to cross‑sell through needs‑based conversations.
• Maintain knowledge of Bank Vic’s products and services.
• Achieve and maintain individual and department targets.
• This role may be required to provide relief in other branch locations.

• Branch location:
  City West branch, 278 Spencer Street, Melbourne VIC 3000.
• Employment type:
  
  Permanent, full time.
• This branch's operating hours are 9:30 am to 4 pm Monday to Friday. However, you will be required to work on a rotating roster between the hours of 8:30 am to 5 pm on a roster basis.
• Comprehensive training provided.

• Experience working in banking/financial services, particularly lending and/or insurance.
• Experience in sales and cash handling is required.
• RG146 Tier 2 certified, or willing to complete in‑house.
• Knowledge of the Financial Services regulatory framework; AFSL and ACL obligations and Privacy Legislation and adherence to Responsible Lending under the NCCP Act.
• Awareness of ASIC Regulatory Guide.
• Demonstrated knowledge and understanding of lending processes from application through to settlement.
• A member (customer) centric attitude and a passion for outstanding customer service all the time.
• Great attention to detail, and care about the accuracy of your work.
• Passion for your career, being part of a supportive team, finding opportunities for improvement, taking initiative, and pushing forward in the right ways.

• Discounts and savings off a range of our products and services.
• Access to additional five days of leave.
• Ambulance Victoria Membership.
• Employee assistance program.
• 2 days paid volunteer leave.
• Generous parental leave provisions.
• Ongoing professional development with access to study leave.
• Reward and recognition program.

At Bank Vic, we believe that diversity and inclusion make us stronger.

We value the unique perspectives and experiences each person brings to our team. If you require any support or adjustments during the recruitment process, please let us know, we’re here to help make your application experience as smooth as possible.

Even if you don’t meet every requirement listed, we encourage you to apply. Your potential and passion matter just as much as your qualifications, and you might be exactly who we’re looking for.

If you’re seeking to make a difference and find purpose in your work, it’s time to join us at Bank Vic.

Applications close Wednesday 7 Jan 2026 (although we encourage you to apply today, as we review applications as they come in and reserve the right to close applications early).

Due to the upcoming festive period, applications will be reviewed in January 2026.

Note:

as part of our recruitment process, we require successful candidates to undertake background checks.

Bank Vic is managing this opportunity in‑house, so we kindly ask that recruitment agencies do not share unsolicited applications or contact the hiring manager.