Person, Shop, Window Display

Home, Consumer & Personal Lender - Beaufort Community Bank branch, VIC

  • 925825
  • Victoria
  • Full Time, Part Time


Are Bushwalking, Camping, Winery tours or Arts and Culture your passions whilst having career aspirations to be part of a Community minded bank?


About the team and role

The Beaufort Community Bank are approaching the remainder of 2020 with a fresh recruitment perspective for their small community bank branch. The board are interested in knowing who out there has a passion for driving success for their community and has the drive to achieve this by providing integrity based financial services. With this expression of interest, the board is seeking an experienced consumer lender. The role will be dependent on an applicant’s knowledge and competencies.

When registering, please indicate your preference for either full time or a part time position.

We are committed to talking with anyone that aligns to the Beaufort Community Bank passions.

Potential role provided through the Beaufort Community Bank.


Personal Lender

Known internally as the Customer Relationship Officer, this role provides a high standard of professional service that explores the customer’s needs and circumstances and provides consumer lending or other financial solutions relevant to their lifestyle.  You will demonstrate a high level of ownership which is based on building strong relationships with new and existing customer and the wider community.  You will actively engage our customers to explore the best products and services to suit their needs.

The successful candidate will closely support the Branch Manager in developing and coaching team members to understand our products and services and to provide quality referrals.  We are seeking candidates with a positive attitude and communication style, who take initiative and share best practices with the team. 

This position is a great career opportunity and will ideally suit someone aspiring to be a leader and looking to further develop their skills in the consumer lending space.


Home and Personal Lender

With the title of Customer Relationship Manager, you will focus on helping our customers achieve their financial goals by providing relevant lending based financial solutions. You will do this by having holistic conversations and exploring customers’ needs, determining the right solution and delivering the kind of experience customers will want to come back for time-and-again. You will play an integral part in driving growth via business development activities and processing and assessing loans.

You will be working in a dynamic, connected and fun environment with a team of customer consultants, lending specialists and team leaders. You will answer consultant calls, respond to customer calls, emails and web requests, and get involved with a range of customer campaigns and initiatives.

When applying, please indicate your preferred role and availability.

About you

We are looking for someone keen to learn and progress in their career. A successful Beaufort Community Bank staff member will bring:

  • Experience within Banking or Lending industry
  • Demonstrated ability to achieve sales results through solutions which truly meet the customer’s needs
  • Ability to effectively communicate with new and existing customers face to face and over the phone
  • Capability to coach and upskill team members in identifying sales opportunities
  • Highly developed relationship building skills
  • Ability to quickly learn new systems and processes
  • A willingness to get involved in local community engagement activities and to share with others what makes our bank different
  • A keen eye to identify solutions for customers by aligning their needs with services or products

 What we offer

  • Extensive training and coaching to ensure your ongoing success in the role
  • As part of a national organisation we can offer exciting careers paths into various positions including management within the Bendigo Bank Group.
  • An attractive staff benefits package
  • The opportunity to get involved in great local community projects


We recognise the importance of diversity and continually strive to provide an inclusive work environment where people are treated with respect; feel valued and can achieve success.  We believe our success depends on the commitment, integrity and skill of our staff

If you’re excited to be part of an organisation with strong values and a community focus - then this could be the role for you! Apply now. 

Closing date: Aug 19, 2020

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