Lending Solutions Advisor
Lending Solutions Advisor
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Job Description
As a Lending Solutions Advisor you will be responsible for:
- Identifying sales opportunities and providing a high-level of customer service within a call centre environment
- Managing Mortgage Car/Personal Loan and Credit Card applications from point of origin through to document preparation by having needs-based conversations regarding their lending requirements
- Undertaking targeted pro-active retention-based activities for existing borrowers
- Managing all general lending enquiries for new and existing borrowers and providing sound advice and information
- Deepening the relationship with new and existing customers through having needs-based conversations to understand their current and future needs across all banking products and services providing individual solutions and through this change lives
- Contributing to a successful team environment
About you:
- An outstanding record of customer service and well-developed relationship management skills to create value for new and existing customers
- An ability to manage outbound contacts to engage with existing customers to assist with business retention
- Experience in managing Home Car and Personal Loan enquiries and applications directly with our new and existing customers is essential
- The ability to review straight-forward self-employed with profit and loss statements to support loan applications for assessment (desirable)
- A track record in having genuine needs-based conversations with customers to uncover and fulfil their stated and future needs across all banking products and services
- Be results driven with strong problem-solving skills interpersonal skills and a positive can-do attitude
- Ability to work effectively within a team
- Sound planning and organising ability
- The ability to work extended hours to meet the business needs of our dynamic and customer centric environment
With operating hours from 8:00am 8:00pm Monday to Friday and 9:00am 3:00pm Saturday Central Time some flexibility is required.
Qualifications :
About you
- Customer Service within a call centre environment
- Be performance driven with strong problem-solving skills have the ability to understand customer concerns and provide appropriate banking solutions to meet their needs
- Effective relationship management techniques to create value for new and existing customers
- Motivated to develop your competency and knowledge across our full range of products and services
- Effective time management and the ability to plan the day to meet customer and business unit expectations
- Work effectively within a team whilst also managing autonomous customer relationships
- Experience across Unsecured and Secured lending products and services is essential
Additional Information :
See yourself in our team
You will be joining the Lending Solutions Team a group of dedicated professionals who support multiple different departments within the business.
Why work for Beyond Bank
We welcome candidates that reflect the diversity of the communities in which we operate. We actively encourage Aboriginal and Torres Strait Islander peoples people with disability LGBTQIA as well as culturally diverse community members to apply for our roles.
Beyond Bank is committed to creating an accessible recruitment process and employment experience. If you identify as a person living with disability and require adjustments to our online application recruitment selection and/or assessment process or modifications for accessibility to our locations please contact us at
And theres even more benefits:
- Additional 3 paid work-life balance days to boost your annual leave*
- Paid community volunteer days to support many community charities across Australia
- Access to employee discounts health and wellbeing initiatives employee and family assistance plus more
- A flexible and diverse working environment
- Career development opportunities training and coaching
By joining Beyond Bank you will have the opportunity to work alongside talented professionals who will support and encourage you to achieve your full potential. If you are passionate about people and want to make a difference we would love to hear from you.
What does our recruitment process look like
The process can include a phone screen video interview virtual or face-to-face interview psychometric testing and all relevant background checking. Some positions may require undergoing 4 weeks of mandatory full training.
Apply Now!
To find out more about Beyond Bank visit or for more information contact
Applications close 26/06/2025
As a certified B Corp we are using our business as a force for good.
By applying for this opportunity you are providing consent for Beyond Bank Australia to conduct all pre-employment screening checks (APRA ASIC Bankruptcy National Criminal History Check VEVO Adverse Media Check and Reference Checks) at the expense of Beyond Bank Australia.
Remote Work :
Yes
Employment Type :
Full-time
Employment Type
Remote
