Relationship Officers
Whether it’s a comprehensive information session for staff or a one-on-one appointment, our dedicated relationship officers can help you on your terms.
Our experienced Relationship Officers
Our friendly Relationship Officers make on-site visits to schools and education organisations, and can be found at conferences we sponsor and numerous events.
When out and about in the community, our experienced Relationship Officers can cover:
Relevant and ethical advice staff might need to improve their financial wellbeing.
Free general financial health checks and home loan health checks.
Organise a qualified Financial Planner to provide free, in-depth sessions at your workplace on superannuation, salary packaging and retirement planning.
Attend your Professional Development sessions and present on topics such as money management, superannuation and retirement.
Be your voice if you need anything followed-up and will share your ideas with the business.
Updates from Bank First that benefit the community.
Whether it’s a comprehensive information session for staff or a one-on-one appointment, let us help you on your terms.
Contact your dedicated Relationship Officer
We are a bank that comes to you and provides face-to-face support to the community.
Adrian Wilson
Head of Community Partnerships
- awilson@bankfirst.com.au
- 0438 559 174
What excites me about my role:
“The opportunity to interact with people that are passionate about the wellbeing of others, everyday.”
Warden Mersey
Manager Community Engagement Partnerships
- wmersey@bankfirst.com.au
- 0407 559 171
What excites me about my role:
“Visiting different schools and meeting a range of people within the education sector. Also, being able to offer a choice for education employees and assisting them in achieving their financial goals.”
Shane Koelmeyer
Relationship Officer
What excites me about my role:
“Raising awareness of the great benefits that we can offer to those working in Education and their families.”
Brian Leo
Relationship Officer
What excites me about my role:
“Meeting new people has always energised me but there’s a special buzz in schools, universities and preschools that’s something quite different.”
Denise Williams
Relationship Officer
What excites me about my role:
“I’m passionate about people and providing them with solutions to their banking needs.”
Contact us
We're here to help
- info@bankfirst.com.au
- 1300 654 822
Our branch locations:
Hawthorn East
Moonee Ponds