As our highly valued Broker Onboarding Specialist based in Brisbane, your role will support broker-originated customers through their onboarding journey, building strong relationships with customers and brokers while identifying opportunities to meet broader banking needs.

You’ll make an impact by:
– Managing outbound broker leads and guiding customers through a smooth and engaging onboarding experience
– Building trusted relationships with Brokers and Broker Business Development Managers
– Speaking with customers to understand their financial needs and identify relevant banking products
– Supporting customers following home loan approval
– Identifying opportunities to deepen customer relationships through additional products, cross-selling and referrals
– Educating customers on digital banking channels

To succeed in this role, you will have:
– Experience working within a broker-focused banking environment, preferably within home lending
– At least three years’ experience in customer service and two years’ experience in sales
– Strong relationship management skills
– A solid understanding of home lending processes, broker operations and relevant regulatory requirements
– Year 12 or equivalent, with a Certificate IV or Diploma qualification (or equivalent) in Finance