Personal Banker

The Role

We currently have an opportunity to join our growing Rockingham branch. As one of our Personal Bankers you will be responsible for advocating Beyond Bank Australias core values and to deliver an exceptional service to our members that is aligned to our Member Ownership Strategy whilst achieving individual performance targets that contribute towards the overall branch performance.

Some of your core duties will be to:

• Provide a local member owned banking experience to new and existing members
• Proactively connect members needs to Beyond Banks offerings through excellent listening skills
• Manage general enquiries and provide sound advice and information to our members 
• Contribute to a high achieving team environment with your commitment to success and strong work ethic
• Manage customer bank accounts including opening closing and overseeing transactions
• Proactively assist members to identify short medium long-term needs and aspirations and act on this information through proficient use of Banking Reviews and future follow ups.
• Provide timely advice on our range of financial products and services offer personal banking solutions that meet members needs and are relevant to their life stage goals utilising the Beyond Bank Exceed model.
• Assist members with unsecured lending options including personal loans and credit cards providing clear information on terms conditions and repayment plans.
• Assist members with secured lending products such as home loans and car loans ensuring they understand the features benefits fees and charges terms and conditions and overall value created from the products and services presented
• Ensure members understand features benefits fees and charges terms and conditions and overall value created from the products and services you present
• Collaborate with specialists in the business to deliver the best solution for the member

In the first 6 months you will:

• Exhibit Resilience Drive and Passion: Show a relentless attitude towards achieving goals and overcoming challenges.
• Leverage Customer Service Experience: Utilise your background in customer service retail sales and/or banking to excel in your role.
• Commit to Success: Demonstrate a strong work ethic and dedication to achieving excellence.
• Help our Members meet their Financial Goals: Be relentless in wanting to reach out to our members to help understand their goals and help them achieve these through offering account and lending solutions and identifying ways for them to budget better
• Build Lasting Relationships: Foster lasting customer relationships and serve the local community with enthusiasm. Learning to describe products and match them to customer needs.
• Achieve Sales Targets: Excel in achieving individual performance targets by mastering scorecards across key areas such as member satisfaction engagement sales and more.

Qualifications :

A bit about you:

Youre a caring and customer-focused person excited to learn and grow. You value integrity especially when handling customer information. Your teamwork and commitment to improvement will help us prioritise our members needs and satisfaction.

• Excellent customer service skills
• A passion for building lasting relationships and serving the local community
• Able to work in a dynamic customer service environment
• Excellent problem solving and analytical skills
• Demonstrated experience in customer service environment retail sales and/or banking.
• Banking or Financial services experience desirable but not essential

See yourself in our team

Reporting to the Branch Manager you will be joining the Branch Team a group of dedicated professionals who work tirelessly to provide exceptional support to our members. Whether you are working face-to-face or over the phone you will be committed to ensuring that our members receive the best possible experience with their banking needs.

Additional Information :

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 living 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:

• Our branch employees receive an additional 6 days of paid leave per year
• 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 screen virtual or face-to-face interview psychometric testing and all relevant background checking. Some positions may require undergoing 4 weeks of mandatory full training.

To find out more about Beyond Bank visit  or for more information contact 

Applications close 12/04/2026 

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 :

No

Employment Type :

Full-time