Mobile Banker, Teachers Mutual Bank. Melbourne VIC. Banking: Retail/Branch (Banking and Financial Services). Full time. Add expected salary to your profile for insights. Join our dynamic mobile banking team as a mobile lender within the first-party lending channel. In this role, you will be pivotal in delivering a seamless and personalised home lending experience for our customers. With the flexibility to meet clients in various locations or conduct virtual meetings, you will drive sales growth by providing expert advice on home loans and a range of banking products. This position is ideal for a proactive individual who excels in balancing sales and service excellence while ensuring compliance with lending regulations.

Responsibilities: Establish and maintain strong relationships with clients, offering personalised mortgage solutions. Achieve and exceed home loan sales targets and KPIs, contributing to the overall business growth. Proactively source new business opportunities through existing networks and Strategic Partnership events. Manage the complete loan process from application to settlement, ensuring timely and accurate completion. Deliver high-quality customer service and maintain a customer-centric approach in all interactions. Promote a range of mortgage products and services, identifying opportunities for cross-selling. Ensure compliance with relevant regulations and internal policies in all lending activities. Collaborate closely with internal departments, including credit and operations, to facilitate smooth processing.

Stay updated on market trends and competitor offerings to provide informed advice to clients. Maintain accurate records and provide regular sales activity reports. Engage with the community by participating in local events to enhance the bank’s presence and connect with potential customers. 

About you: You are a dynamic individual with a passion for providing exceptional customer service and a strong background in home lending. Your ability to build relationships and deliver tailored lending solutions sets you apart. You thrive in a fast-paced environment and are committed to compliance and excellence in all aspects of your work.

Skills and Qualifications: Relevant tertiary qualifications at Certificate IV level or above, e.g., Certificate IV or Diploma in Finance or Mortgage Lending. FSR Tier 2 Accreditation. Unrestricted driver’s license. Demonstrated experience in the mortgage industry, including handling home loan applications and settlements. Proven track record in business development and networking within the mortgage lending sector. Strong customer service skills, with experience in providing personalised lending advice. Familiarity with home loan products, credit policies, and responsible lending practices. Excellent sales and negotiation skills, with the ability to achieve sales targets effectively. Strong time management and organisational skills, with the ability to manage multiple loan applications simultaneously.

About us: Teachers Mutual Bank Limited is one of the largest mutual banks in Australia. We are a globally-recognised socially responsible bank with profit-for-purpose as our business model and philosophy. At our Bank, social responsibility is built-in, not bolted on and drives our business practices, people, and products. We are proud to serve some of Australia’s essential workers in education, emergency services and healthcare. We believe they deserve a bank that does good for their community. We have been named one of the World’s Most Ethical Companies for ten years in a row and are a Certified B Corp Bank.

Our employees embrace our organisation’s values of passion, advocacy and sustainability and contribute to a diverse and inclusive workplace culture founded on mutual respect, equality and a focus on striving to deliver exceptional member service. We work under a hybrid working model to provide flexibility in the workplace. Please click the APPLY button and follow the prompts.

Teachers Mutual Bank Ltd. may conduct a background or reference check (or both) as part of the recruitment process. By applying, you agree to cooperate fully in those procedures and understand that an offer is subject to the satisfactory outcome of those checks, at the discretion of Teachers Mutual Bank Ltd.

NOTE: Never make payment to any employer, person, company, contractor or agency to get hired for a Job.

For a confidential conversation, contact Lyndsay Flett: lflett@tmbl.com.au