Customer Lending Specialist - Business


  • Enjoy working in a collaborative team environment
  • A great role for a customer focused individual
  • We are proud to support mid-market businesses across Australia. Together we can lead businesses into tomorrow.

See yourself as part of our team;

Our Business Home Lending Team provides our business customers personal access to the full range of retail banking products and transactions. Our team of service and sales professionals deliver customised service to meet the financial needs of personal and business customers.

Our team puts the customer at the centre of everything we do and strives to exceed expectations at every interaction to deliver an exceptional customer experience

Do work that matters

As a Customer Lending Specialist - Business your performance in supporting lending will help drive the business and is pivotal to the success of Business Home Lending. Your proactivity and passion will help produce quality business referrals and support existing lending customers.

Your enthusiasm to learn lending; support lenders and drive team outcomes is invaluable. You will support the team in giving exceptional customer service, quality information and innovative solutions.

More specifically, you'll:

  • Support our high volume lenders by helping manage post application administrative flow and capture overflow of leads and appointments (esp. Top-ups) for these lenders and the branch
  • To assist our high volume lenders to increase their sales and productivity.
  • Provide relief cover for annual and sick leave of lenders within Area
  • Shadow our high volume lenders interviews
  • Develop SME knowledge on POC calling of Home Loan leads
  • Interact with customers both face-to-face and by phone to develop customer relationships, pursue sales and facilitate customer retention; using your knowledge of the Bank’s products and services to attend to the customers’ identified financial needs
  • Be alert for cross sell opportunities at every stage of customer interactions
  • Achieve customer service excellence by understanding and practicing the Bank’s customer service standards
  • Resolve and respond to customer queries/complaints in a timely and effective manner
  • Apply sales tools to assess financial risk within your position’s expertise, to protect the Bank’s assets and enhance the financial development opportunities of the customers
  • Organise and control duties that are delegated and process and complete own daily work as directed
  • Demonstrate a commitment to workplace safety through ensuring that delegated security checks are undertaken in a diligent manner
  • Undertake any other tasks as required that you have the capability to perform safely (Note: all tasks assigned and carried out must be performed in accordance with all relevant internal Bank policies and external legislative requirements)

We are looking for the below skills and experience:

  • The ability to work in a busy, commercial, competitive and target-driven environment
  • A desire to deliver excellent customer service, especially with a passion for our business customers
  • Prior experience within a sales / lending environment
  • The ability and willingness to develop sales and service skills
  • The willingness to accept coaching
  • The ability to interact with a wide range of customers and colleagues

Our culture

The people, businesses and communities we serve are wonderfully diverse. To reflect this, we're committed to hiring a similarly diverse workforce. With a focus on inclusion, accessibility and flexibility, we'll support you at every stage of your career.

Interested in the above? Then hit the "Apply Now" button!

Whether you’re passionate about customer service, driven by data, or called by creativity, a career here is for you.

Our people bring their diverse backgrounds and unique perspectives to build a respectful, inclusive and flexible workplace. One where we’re driven by our values, and supported to share ideas, initiatives, and energy. One where making a positive impact for customers, communities and each other is part of our every day.

Here, you’ll thrive. You’ll be supported when faced with challenges, and empowered to tackle new opportunities. We really love working here, and we think you will too.

We’re determined to make a real difference for Australia’s first peoples. We encourage all interested applicants to apply. If you're already part of the Commonwealth Bank Group (including Bankwest), you'll need to apply through Sidekick to submit a valid application. We’re keen to support you with the next step in your career.


  • Enjoy working in a collaborative team environment
  • A great role for a customer focused individual
  • We are proud to support mid-market businesses across Australia. Together we can lead businesses into tomorrow.

See yourself as part of our team;

Our Business Home Lending Team provides our business customers personal access to the full range of retail banking products and transactions. Our team of service and sales professionals deliver customised service to meet the financial needs of personal and business customers.

Our team puts the customer at the centre of everything we do and strives to exceed expectations at every interaction to deliver an exceptional customer experience

Do work that matters

As a Customer Lending Specialist - Business your performance in supporting lending will help drive the business and is pivotal to the success of Business Home Lending. Your proactivity and passion will help produce quality business referrals and support existing lending customers.

Your enthusiasm to learn lending; support lenders and drive team outcomes is invaluable. You will support the team in giving exceptional customer service, quality information and innovative solutions.

More specifically, you'll:

  • Support our high volume lenders by helping manage post application administrative flow and capture overflow of leads and appointments (esp. Top-ups) for these lenders and the branch
  • To assist our high volume lenders to increase their sales and productivity.
  • Provide relief cover for annual and sick leave of lenders within Area
  • Shadow our high volume lenders interviews
  • Develop SME knowledge on POC calling of Home Loan leads
  • Interact with customers both face-to-face and by phone to develop customer relationships, pursue sales and facilitate customer retention; using your knowledge of the Bank’s products and services to attend to the customers’ identified financial needs
  • Be alert for cross sell opportunities at every stage of customer interactions
  • Achieve customer service excellence by understanding and practicing the Bank’s customer service standards
  • Resolve and respond to customer queries/complaints in a timely and effective manner
  • Apply sales tools to assess financial risk within your position’s expertise, to protect the Bank’s assets and enhance the financial development opportunities of the customers
  • Organise and control duties that are delegated and process and complete own daily work as directed
  • Demonstrate a commitment to workplace safety through ensuring that delegated security checks are undertaken in a diligent manner
  • Undertake any other tasks as required that you have the capability to perform safely (Note: all tasks assigned and carried out must be performed in accordance with all relevant internal Bank policies and external legislative requirements)

We are looking for the below skills and experience:

  • The ability to work in a busy, commercial, competitive and target-driven environment
  • A desire to deliver excellent customer service, especially with a passion for our business customers
  • Prior experience within a sales / lending environment
  • The ability and willingness to develop sales and service skills
  • The willingness to accept coaching
  • The ability to interact with a wide range of customers and colleagues

Our culture

The people, businesses and communities we serve are wonderfully diverse. To reflect this, we're committed to hiring a similarly diverse workforce. With a focus on inclusion, accessibility and flexibility, we'll support you at every stage of your career.

Interested in the above? Then hit the "Apply Now" button!

Whether you’re passionate about customer service, driven by data, or called by creativity, a career here is for you.

Our people bring their diverse backgrounds and unique perspectives to build a respectful, inclusive and flexible workplace. One where we’re driven by our values, and supported to share ideas, initiatives, and energy. One where making a positive impact for customers, communities and each other is part of our every day.

Here, you’ll thrive. You’ll be supported when faced with challenges, and empowered to tackle new opportunities. We really love working here, and we think you will too.

We’re determined to make a real difference for Australia’s first peoples. We encourage all interested applicants to apply. If you're already part of the Commonwealth Bank Group (including Bankwest), you'll need to apply through Sidekick to submit a valid application. We’re keen to support you with the next step in your career.

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