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Position Description –  Position Description - Home Lending Specialist - Retail Retention Team - Sept 23.pdf

This is an exciting opportunity to join the new Retail Retention team within National Sales Enablement.

To be successful in this role you will facilitate holistic conversations with customers to deepen and retain the relationship. You will have a solid understanding of the Bank’s product suite to be able to provide the customer an offering that is tailored and relevant to their circumstances, and to help build their financial wellbeing. An essential part of the role will require you to provide sound credit decisions for both our customers and for the Bank.

As part of this role, you will be required to develop strong working relationships within the Retail network and other internal functions to deliver great outcomes for customers.

As a Home Lending Specialist, in the Retail Retention team you’ll require the following:

• Good understanding of the Bank’s lending products, policies, and regulations
• Extensive customer service experience
• Ability to work in a virtual team environment
• Strong communication and interpersonal skills
• Proven experience in Personal or Home lending, loan servicing and conducting health checks
• Ability to adapt to and accept change
• Proven relationship building skills to achieve financial outcomes
• Understand financials and performance of the business
• Lending experience is preferable (Personal Banker level and above)
• FSRA Accreditation T2 – Deposit Taking & Non-Cash Payment Facilities & General Insurance
• Understanding of LINX, 3270, C360, Valex, Retail Dashboards and LAPS

This role is 6 months secondment role where we offer flexible work options that put our people first. We offer flexible work options that put our people first, and a hybrid model with a minimum requirement of 40% of your time per week in the office, increasing to 60% as of July 2025.

We believe a diverse workforce supported by an inclusive culture is central to our success and we actively encourage applications from those who bring diversity of thought to our business. We support candidate requests for adjustment to accommodate an illness, injury, or disability to equitably participate in the selection process.

Please note, all internal candidates are required to notify their immediate leader when applying for a new career opportunity and you will be asked to acknowledge they have done so upon submission of your application.

Please contact the Managers of this vacancy for a confidential discussion if there are any concerns meeting this requirement during the application process, or if you would like to discuss the position further.   

Manager Name: Kim Maglieri – Customer Retention Manager

Manager Email: Kim.Maglieri@bendigoadelaide.com.au

For more information, check out the Application Process for Internal Candidates page.  

Still in two minds?  

Research suggests 60% of women and underrepresented groups might stop here, even after getting as far as drafting an application. We believe that diversity makes every team stronger, so even if you don’t tick every box we still want to see your application!

Please note shortlisting and interviews may take place prior to the advertised close date, so don't delay: apply now!