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: Enjoy flexible work, discounted products, and comprehensive support for your well-being.
- Other info: Be part of an inclusive workplace that values diversity and personal growth.
- Why this job: Make a real impact while shaping the future of banking with a supportive team.
- Qualifications: Customer service experience, strong communication skills, and a proactive mindset.
The predicted salary is between 26120 - 31924 £ 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 growth through diverse employee network groups and offers unique benefits like discounted financial products and generous parental leave, ensuring that every team member feels supported and valued. Join us in a role where you can build meaningful relationships and contribute to the success of our broker distribution channel in a dynamic and rewarding environment.
StudySmarter Expert Advice🤫
We think this is how you could land Customer Relationship Specialist - 116 Queen Street
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like BOQ Group. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Customer Relationship Specialist - 116 Queen Street
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to BOQ Group.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on BOQ Group's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at BOQ Group
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with BOQ Group.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at BOQ Group will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former BOQ Group employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
