Lending & Relationship Specialist
Core
Support Defence members at ADFA and across Australia by combining relationship banking with personal lending expertise to build trusted relationships and provide tailored financial solutions.
Role type
Senior IC retail lending specialist
Builds
Personal lending products and services for the Australian Defence community
Domain
Banking / Financial Services / Defence Sector
Required skills
personal lending expertise, responsible lending compliance, needs-based selling, pipeline management, cross-selling, digital channel support, relationship building, risk management
Preferred skills
Tier 2 certification, personal lending assessment delegation, interstate travel flexibility
Technologies
Microsoft Copilot
Responsibilities
Deliver exceptional service to members at ADFA and through virtual channels; Manage personal lending opportunities from initial enquiry through to settlement; Promote relevant banking, lending and insurance solutions; Achieve personal lending, referral and cross-sell targets; Provide personal lending expertise and support across the branch network; Maintain accurate records and meet responsible lending and compliance obligations.
Seniority
Mid-Senior, hands-on IC