Customer Relationship Specialist - 116 Queen Street

Customer Relationship Specialist - 116 Queen Street

Full-Time 26120 - 31924 Β£ / year (est.) No working from home possible
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At a Glance

  • Tasks: Engage customers, identify financial needs, and provide tailored banking solutions.
  • Company: Join BOQ Group, a unique challenger in Australian financial services.
  • Benefits: Flexible work, discounted financial products, and paid parental leave.
  • Other info: Be part of an inclusive team that values diversity and personal growth.
  • Why this job: Make a real impact while shaping the future of banking.
  • Qualifications: Customer service experience, ideally in banking or financial services.

The predicted salary is between 26120 - 31924 Β£ per year.

As a Customer Relationship Specialist, you'll be the welcoming face of BOQ in our Queen Street branch. You'll work closely with the Branch Manager and a supportive team to deliver exceptional service by identifying and responding to customers' financial needs. Your day-to-day will involve engaging customers in meaningful conversations to uncover their current and future goals, then matching them with the right banking solutions.

You'll manage loan maintenance requests such as top-ups, pricing adjustments, and variations, ensuring a smooth and transparent experience for the customer. You'll also play a key role in identifying opportunities for referrals to specialist teams, including Home Lending and Business Banking, to ensure customers receive the most comprehensive support. As part of your proactive rhythm, you'll maintain regular contact with new and existing customers, manage leads, and book appointments to deepen relationships and drive retention.

In addition to customer-facing responsibilities, you'll support the development of your team by coaching Customer Service Officers on quality conversations, lead identification, and service excellence. You'll also champion digital banking tools, helping customers build confidence in managing their finances online. This role is a launchpad for a future in lending, with structured training in lending fundamentals and a clear pathway toward becoming a Lending Specialist.

You're a confident communicator with a genuine passion for helping people. You'll thrive in this role bringing previous experience in customer service, ideally within banking or financial services. Exposure to consumer lending is a plus. You approach challenges with a proactive, solutions-focused mindset and a 'can-do' attitude. Your attention to detail and ability to navigate financial systems with ease will help you succeed, along with a collaborative spirit and a drive to go above and beyond for customers and colleagues.

Most importantly, you'll be part of a transformation journey that's reshaping the future of banking. If you're ready to dive in and make a real impact, we'll love to hear from you!

BOQ Group is a truly unique group of challenger brands with a purpose - to provide a genuine alternative to Australian financial services for customers and employees. Our family of brands (Bank of Queensland (BOQ), ME Bank, Virgin Money Australia, BOQ Specialist), each come with their own defined customer audience and brand personality, but share one goal - to build social capital through banking.

Our perks include:

  • Flexible working arrangement - Balance your work and personal life with ease.
  • Discounted financial products - Enjoy exclusive rates on our financial services across the Group.
  • Salary sacrificing options - Maximise your take-home pay with our salary packaging options.
  • Paid parental leave with no minimum requirements - Spend quality time with your new family member without any worries.
  • Purchase additional annual leave - Need more time off? You can buy extra leave days.
  • Discounted private health insurance plan - Take care of your health with our special rates.
  • Employee Assistance Program (EAP) - Access confidential support for personal and professional challenges for you and your family.
  • Access to employee network groups - Connect with peers through our First Nations Reconciliation, LGBTQIA+, Multicultural, Gender, Early Careers, and accessibility groups.

BOQ Group is committed to diversity and an inclusive workforce. Aboriginal and Torres Strait Islander People are encouraged to apply. We celebrate, value and include people of all backgrounds, gender and expressions, sexualities, cultures, bodies and abilities.

Customer Relationship Specialist - 116 Queen Street employer: BOQ Group

At BOQ Group, we pride ourselves on being an exceptional employer that values flexibility and work-life balance, making it easy for our Business Development Managers to thrive both personally and professionally. Our inclusive work culture fosters strong relationships and collaboration, while our commitment to employee growth is evident through various support programs and networking groups. With unique benefits like discounted financial products and generous parental leave, we ensure our team feels valued and empowered in their roles.

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Contact Details:

BOQ Group Recruitment Team

We think you need these skills to ace Customer Relationship Specialist - 116 Queen Street

Customer Service
Communication Skills
Financial Needs Assessment
Loan Maintenance Management
Relationship Building
Proactive Problem-Solving
Attention to Detail