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 customersAn ability to manage outbound contacts to engage with existing customers to assist with business retentionExperience in managing Home Car and Personal Loan enquiries and applications directly with our new and existing customers is essentialThe 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 servicesBe results driven with strong problem-solving skills interpersonal skills and a positive can-do attitudeAbility to work effectively within a teamSound planning and organising abilityThe ability to work extended hours to meet the business needs of our dynamic and customer centric environmentWith 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 environmentBe performance driven with strong problem-solving skills have the ability to understand customer concerns and provide appropriate banking solutions to meet their needsEffective relationship management techniques to create value for new and existing customersMotivated to develop your competency and knowledge across our full range of products and servicesEffective time management and the ability to plan the day to meet customer and business unit expectationsWork effectively within a team whilst also managing autonomous customer relationshipsExperience across Unsecured and Secured lending products and services is essentialAdditional 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 leavePaid community volunteer days to support many community charities across AustraliaAccess to employee discounts health and wellbeing initiatives employee and family assistance plus moreA flexible and diverse working environmentCareer development opportunities training and coachingBy 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 : Employment Type :
Full-time
Key Skills
Organizational Management,Presentation Skills,Agile,SAFe,AWS,Solution Architecture,Conflict Management,Data Management,Scrum,Team Management,Pre-sales,Management Consulting
Experience : years
Vacancy : 1