Lending & Relationship Specialist

About the role

Defence Bank is hiring a Lending & Relationship Specialist in ACT. You will combine relationship banking with personal lending expertise to support Defence members at ADFA and across Australia, building trusted relationships and offering tailored solutions through face-to-face, phone and digital channels. You will also act as a personal lending subject matter expert for the wider branch network.

Key responsibilities

• Deliver exceptional service to members at ADFA and through virtual channels
• Build trusted relationships through genuine, needs-based conversations
• Manage personal lending opportunities from initial enquiry through to settlement
• Promote relevant banking, lending and insurance solutions
• Proactively manage member enquiries, applications and lending pipelines
• Identify and refer suitable home lending opportunities
• Achieve personal lending, referral and cross-sell targets
• Provide personal lending expertise and support across the branch network
• Assist with complex lending scenarios and service desk enquiries
• Maintain accurate records and meet responsible lending and compliance obligations
• Support local initiatives that strengthen Defence Bank's visibility at ADFA

Required profile

• At least two years' personal or consumer lending experience
• At least three years' experience in retail banking
• Experience managing lending pipelines and performance outcomes
• Knowledge of responsible lending, compliance and risk obligations
• Tier 2 certification
• Ability to obtain personal lending assessment delegation
• Willingness to travel within the state and interstate when required

Required skills

• Strong knowledge of personal lending products and processes
• Relationship-building, needs-based selling and referral skills
• Confidence supporting members by phone and through digital channels
• Ability to work independently while collaborating across a wider network