Broker Onboarding Specialist
- Support broker-originated customers through their onboarding journey.
- Build strong relationships with customers and brokers while identifying opportunities for additional banking products.
- Coordinate with brokers, customers, and internal teams to deliver timely and compliant outcomes.
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 to support customer engagement and conversion
- Speaking with customers to understand their financial needs and identify relevant banking products and solutions
- Supporting customers following home loan approval and helping them navigate the next steps in their banking journey
- Identifying opportunities to deepen customer relationships through additional products, cross-selling and referrals
- Educating customers on digital banking channels and helping them confidently use modern ways of banking
- Coordinating with brokers, customers and internal teams to deliver timely, seamless and compliant outcomes
- Taking ownership of sales and service outcomes while contributing to the performance of the wider Virtual Sales team
Do things differently with us
This is an opportunity to combine your home lending and broker experience with your ability to build genuine customer relationships.
You'll be an important connection between our broker partners, their customers and Great Southern Bank. Once a customer enters their lending journey, you'll help make their transition into banking with us simple, personal and seamless.
You'll spend much of your day speaking with customers and brokers, understanding individual needs, solving problems and identifying opportunities to help customers get more from their banking relationship. You'll also work closely with our Broker BDMs and teams across Branch, Retention and the Contact Centre to deliver a connected customer experience.
If you're confident on the phone, commercially minded and enjoy building relationships while delivering sales and customer outcomes, you'll thrive here.
To succeed in this role, you will have:
- Experience working within a broker-focused banking environment, preferably within home lending
- Experience onboarding customers following home loan approval and identifying opportunities for additional banking products
- At least three years' experience in customer service and two years' experience in sales
- Strong relationship management skills, with the ability to build trusted relationships with brokers, BDMs and customers
- Experience coordinating across brokers, customers and internal teams to deliver timely and compliant outcomes
- A solid understanding of home lending processes, broker operations and relevant regulatory requirements
- Proven ability to understand customer needs, position appropriate solutions and identify cross-selling and referral opportunities
- Confidence working in an outbound, recorded-call environment
- Strong communication, problem-solving and influencing skills
- The resilience and drive to work towards individual and team sales and service targets
- Year 12 or equivalent, with a Certificate IV or Diploma qualification (or equivalent) in Finance
- Experience within financial services will be highly regarded
Why Great Southern Bank?
Whatever your role with us, you’ll be part of a force for good. We’re owned by our customers right here in Australia, so our success benefits everyday people and families. Working at Great Southern Bank, you’ll also enjoy a range of fantastic benefits, some examples include:
- Helping you unlock a brighter future by investing in your development and wellbeing, offering you study leave, a day for you and professional wellbeing coaching.
- Benefits that support you and your wellbeing so that you can thrive at work and at home, today and tomorrow. Enjoy access to our wellbeing centre and the flexibility to work from home two days a week.
- Helping you to achieve your financial goals and positively impact your family and community. We offer discounts on a wide range of Great Southern Bank products and services such as savings and transaction accounts, insurance, home loans and more!
Imagine working for a bank that truly helps people. You can.
Questions? Please contact our Talent Acquisition team at ******************
At Great Southern Bank, we’re building a workplace where everyone belongs. We value diverse backgrounds, cultures, abilities and experiences - including Aboriginal and Torres Strait Islander peoples, veterans, people with disability, and the LGBTQ+ community - because it makes us stronger for our people, customers and communities. Through flexible working, collaboration and fair, inclusive decision-making, we empower our people to do their best every day.
We move with purpose, are curious about what’s next, remain focused on what matters most, and are always ready to find smarter ways to help our customers and communities thrive. Our people bring energy and initiative to a fast-changing environment, making thoughtful decisions that balance doing good for our customers with driving sustainable success for our business. If you enjoy working in a place where priorities evolve, ideas are valued, and every action contributes to something bigger, you’ll feel right at home here at Great Southern Bank.
Apply now
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