Member Experience Officer - RIA Heritage Bank, Forest Lake & Karalee Community Branches

Member Experience Officer - RIA Heritage Bank, Forest Lake & Karalee Community Branches

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Job Description

About the role :

Working with us at Heritage Bank as a Member Experience Officer , you will be the face of our business for our members and will be responsible for delivering consistent high quality customer service.

We have a part-time role (consisting of 66.5 hours per fortnight) that will be based within our Heritage Bank, Forest Lake & Karalee Community Branches.

Roster : Monday to Thursday 9 : 15am - 4 : 15pm and Friday 8 : 30am - 4 : 15pm.

To fulfil training requirements for the role, the successful candidate may be required to work the initial 6 weeks full time (38 hours per week Monday to Friday).

We take great pride in giving our members the best experience we possibly can – consistently, across everything we do. Being member-owned means we are passionate about our members. We need to ensure that with every interaction whether on the phone or face to face, we provide the right solutions and appropriate outcomes. Being able to connect meaningfully and personally with our members is core to our success as it helps us to support our members’ financial needs and assist them in achieving their goals.

What You’ll Be Doing

• Assisting members with their transactional needs and enquiries
• Engaging in needs-based conversations to find the right solutions for our members, every time!
• Building relationships to help members achieve their long-term financial goals
• Educating members on how to utilise digital and mobile banking tools to enhance their banking experience
• Collaborating with your team to achieve strategic goals

Here’s What You Can Do For Us

We are looking for team members who are driven by achieving positive customer outcomes. You must be a confident communicator, with a genuine passion for helping people. To be successful in the role you will also need cash handling and reconciliation experience, be digitally savvy and able to quickly grasp new systems. Previous experience in a customer service role and prior experience in banking would be highly regarded.

Why you’ll love working here!

Are you ready to embark on a distinctive career opportunity with People First Bank? Following the merger of People’s Choice and Heritage Bank in March 2023, we are on an exciting journey to unify our member focus, products, services, and technology under a single company name and brand. People First Bank embodies our commitment to prioritising people above all else.

We are 100% member owned, with approximately 720,000 members and 1,900 employees. We have dual head offices in Adelaide and Toowoomba, and 95 branches across South Australia, Victoria, New South Wales, Queensland and the Northern Territory, trading under two brands, Heritage Bank and People's Choice.

When you come to work at People First Bank, you’ll be joining a team of inclusive, friendly, and motivated employees who value making a difference every day for our members, community, and the planet. We are committed to creating an outstanding working environment where you feel supported, can continue to develop and are proud advocates of our members and our business.

Putting ‘People First’ starts with our team members and we are committed to creating an outstanding working environment where you feel supported, can continue to develop and are proud advocates of our members and our business.

We believe the little extras can make a big difference in supporting your success!

Next Steps

Sounds like a great place to work, doesn’t it? We’d love to hear from you about this exciting opportunity. Click ‘Apply Now’ and submit your application, including an up-to-date CV and cover letter.

Applications close 8am Wednesday 9 July 2025.

If you have any questions or would like to discuss anything in more detail, please contact the Talent Acquisition Team : hr.recruitment@heritage.com.au

We are committed to diversity and inclusion and support candidate requests for adjustments to enable everyone to equitably participate in our selection process.

Seniority level

Seniority level

Entry level

Employment type

Employment type

Full-time

Job function

Job function

Management and Manufacturing

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