Personal Banker (Level 1)

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Bank Jobs
1 month
Australia
New South Wales
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ID: 936270
Published 1 month ago by Bank Australia
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In Bank Jobs category
Sydney, New South Wales, Australia
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Full job description
Posted: 30/07/2025
Closing Date: 27/08/2025
Job Type: Contract
Location: Mascot
Job Category: Banking and Financial Services
Through the merger of Bank Australia and Qudos Bank we’re creating a better, stronger and more resilient bank for our customers and employees. As one company with two trusted brands, we’re building on the strong foundations of our history and shared values as we bring together the best of both banks.

Personal Banker 1 will be responsible for providing excellent customer service and retaining and deepening customer relationships. They will be the first point of contact for customers coming into the branch. Personal Banker 1 needs to understand Qudos customers’ financial goals and banking needs while adhering to all risk polices and compliance procedures.

Why join us

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 flexible working options, competitive salary and 13% 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; and the opportunity for bonus annual 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

Support the branch team to achieve sales, service, and operational outcomes
Manage member enquiries and provide accurate information on the Bank’s products and services
Handle cash transactions, ensuring accuracy and proper balancing
Resolve member queries and complaints, escalating when necessary
Actively cross-sell Bank Australia’s products and services, and provide quality referrals to Wealth and Lending teams
Assist members with electronic banking and digital services
Make outbound calls to new and prospective members and maintain sales activity records in Prosper
Accurately process account maintenance requests and meet set KPIs
Participate in team meetings and service training, including Foreign Exchange and Insurance
Maintain professional presentation and contribute positively to team culture
Generate leads and support the Business Development program
Ensure compliance with internal policies, procedures, and statutory requirements
Complete all required training within designated timeframes
Promote and maintain a safe work environment by following WHS protocols
Escalate concerns appropriately and perform additional duties as directed by management
What you will bring

A strong customer focus with the ability to understand and respond to member needs, preferences, and expectations
Demonstrated empathy, active listening, and relationship-building skills to connect meaningfully with customers and colleagues
Solid understanding of ethical banking practices and the Bank’s purpose-driven approach
Proven ability to achieve results through goal-setting, personal accountability, and problem-solving
Adaptability and resilience in a fast-changing environment, with a future-ready mindset
High school certificate or equivalent, with face-to-face sales or customer service experience
Excellent written and verbal communication skills, with a customer-centric attitude
Strong organisational and time management skills, with the ability to self-manage and prioritise tasks
Proficiency in Microsoft Office applications (Word, Excel, Outlook) and business communication tools
Accurate typing skills (minimum 35 WPM) and ability to conduct online research
Competence in writing professional emails and applying basic mathematical concepts
Commitment to compliance, continuous learning, and maintaining high standards of service and conduct.
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.

Bank Australia reserves the right to withdraw this advertisement at any time. Candidates will be progressed as applications are received, rather than after the advertisement closure date. If you wish to be considered, please submit your application as soon as possible. Please note, the successful candidate will be subject to satisfactory background checks including but not limited to police and previous employment. Read more

Published on 2025/09/10. Modified on 2025/09/10.

Description

Full job description
Posted: 30/07/2025
Closing Date: 27/08/2025
Job Type: Contract
Location: Mascot
Job Category: Banking and Financial Services
Through the merger of Bank Australia and Qudos Bank we’re creating a better, stronger and more resilient bank for our customers and employees. As one company with two trusted brands, we’re building on the strong foundations of our history and shared values as we bring together the best of both banks.

Personal Banker 1 will be responsible for providing excellent customer service and retaining and deepening customer relationships. They will be the first point of contact for customers coming into the branch. Personal Banker 1 needs to understand Qudos customers’ financial goals and banking needs while adhering to all risk polices and compliance procedures.

Why join us

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 flexible working options, competitive salary and 13% 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; and the opportunity for bonus annual 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

Support the branch team to achieve sales, service, and operational outcomes
Manage member enquiries and provide accurate information on the Bank’s products and services
Handle cash transactions, ensuring accuracy and proper balancing
Resolve member queries and complaints, escalating when necessary
Actively cross-sell Bank Australia’s products and services, and provide quality referrals to Wealth and Lending teams
Assist members with electronic banking and digital services
Make outbound calls to new and prospective members and maintain sales activity records in Prosper
Accurately process account maintenance requests and meet set KPIs
Participate in team meetings and service training, including Foreign Exchange and Insurance
Maintain professional presentation and contribute positively to team culture
Generate leads and support the Business Development program
Ensure compliance with internal policies, procedures, and statutory requirements
Complete all required training within designated timeframes
Promote and maintain a safe work environment by following WHS protocols
Escalate concerns appropriately and perform additional duties as directed by management
What you will bring

A strong customer focus with the ability to understand and respond to member needs, preferences, and expectations
Demonstrated empathy, active listening, and relationship-building skills to connect meaningfully with customers and colleagues
Solid understanding of ethical banking practices and the Bank’s purpose-driven approach
Proven ability to achieve results through goal-setting, personal accountability, and problem-solving
Adaptability and resilience in a fast-changing environment, with a future-ready mindset
High school certificate or equivalent, with face-to-face sales or customer service experience
Excellent written and verbal communication skills, with a customer-centric attitude
Strong organisational and time management skills, with the ability to self-manage and prioritise tasks
Proficiency in Microsoft Office applications (Word, Excel, Outlook) and business communication tools
Accurate typing skills (minimum 35 WPM) and ability to conduct online research
Competence in writing professional emails and applying basic mathematical concepts
Commitment to compliance, continuous learning, and maintaining high standards of service and conduct.
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.

Bank Australia reserves the right to withdraw this advertisement at any time. Candidates will be progressed as applications are received, rather than after the advertisement closure date. If you wish to be considered, please submit your application as soon as possible. Please note, the successful candidate will be subject to satisfactory background checks including but not limited to police and previous employment.
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