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Superannuation Member Experience Consultant

Australian Military Bank
Sydney, Australia
Closing date
Jul 27, 2024

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Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Since 1959, Australian Military Bank has provided members with fantastic service, great rates and competitive banking and insurance products. As a member-owned financial institution, we are all about putting members first and helping them to achieve their financial goals. We offer mortgage, consumer and credit loan facilities as well as products and services within superannuation, everyday transactions, savings, term deposits and insurance.

Your Role

The Superannuation Member Experience Consultant is responsible for providing a consistent and outstanding level of service to all superannuation members (RSA and SMSF) and to support our brilliant basics service proposition.

Reporting to the Superannuation Portfolio Manager, you will be the first point of contact for all member phone and email enquiries relating to the RSA and DIY Super channel.

What you will be doing

The Consultant's main responsibilities relate to:
  • Account openings, term deposit openings, TD terminations, TD amendments, account closures and collaboration with key stakeholders.
  • Upload Delta files to DEMi on a daily basis.
  • As the role requires a level of Tier 1 certification, it's imperative you keep abreast and up to date with ongoing superannuation legislative requirements and industry changes.
  • Log and register any member dissatisfaction and/or complaints that have been raised into TriLine to ensure legislative requirements are met.
  • Undertake an outbound calling program in response to online or email enquiries, partake in retention calls and support specific campaigns driven by the Superannuation Portfolio Manager.

About You

To be successful in the role you will demonstrate the below key attributes and experience:
  • A minimum of RG 146 - Tier 2 in superannuation is a must, RG 146 Tier 1 Superannuation is preferred
  • Sound understanding and working knowledge of superannuation and financial services industry
  • Understanding of the legislative requirements and policies that underpin Superannuation operations
  • Passionate about providing exceptional customer service by providing brilliant basics
  • Excellent written, communication & organisational skills
  • Attention to detail skills supporting high levels of compliance requirements
  • Minimum 2 year in financial services, banking, contact center or similar role
  • Experience in providing General Product Advice in Superannuation, managed investment or investment products
  • Experienced DEMi system user (preferred)


Working with Australian Military Bank will provide you access to a great range of benefits including:
  • Staff Banking product + Services discounts
  • Novated Leasing options
  • 4 weeks Paid Parental + Purchased Leave option
  • Referral Reward Program
  • Employee Assistance Program
  • Annual Flu Shot + Blood Donor Leave
  • Uniform allowance + Polo Shirt provided
  • Service Awards

Probity check

As we are an Authorised Deposit Taking Institution there is a requirement to complete the standard range of Credit, Police and Bankruptcy checks prior to commencement of employment.

Why Us

Australian Military Bank forms an integral part of the wider Defence community. We offer our staff competitive remuneration, discounts on banking and insurance products and ongoing learning and development programs. You will be provided with training and coaching on the job to equip you with the tools to be successful in this role. We are highly focused on you, your capabilities and your future goals and aspiration.

Australian Military Bank provides realistic progression opportunity nationwide and the opportunity to embrace new technologies and ways of working.

We move quickly with our interview process, if you're keen please submit your CV today!

We thank you in advance for your interest, however, only those selected for a pre-screen and/or an interview will be contacted.

Australian Military Bank values diversity and is an equal employment opportunity employer.

  • Published on 24 Jun 2024, 2:00 AM

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