Banking Relationship Advisor

BOQ Group; City of Melbourne; On-site; AUD 65,000 - 90,000; Full time

Benefits offered by this job

Flexible working

Discounted financial products

Paid parental leave

Leave purchase option

Private health insurance discount

EAP

Job summary

BOQ Group is seeking a Customer Relationship Specialist to join our Melbourne team. You will deliver outstanding service, help customers explore their financial needs, and refer to specialists as required.

You will work with the Branch Manager to grow relationships, manage inquiries, and support loan maintenance. Banking experience and strong communication are valued, along with a collaborative mindset.

Qualifications

• Experience in customer service within the banking sector is preferred.
• Strong communication and interpersonal skills are essential.
• Ability to learn and use financial systems with accuracy.

Responsibilities

• Provide outstanding customer service by identifying and supporting customers’ financial needs.
• Proactively manage customer leads and seek referral opportunities to specialists.
• Assist with loan maintenance and coaching of Customer Service Officers.

Skills

Customer service

Relationship building

Written communication

Verbal communication

Attention to detail

Lead management

Tools

Financial systems

Job description

BOQ Group is seeking a Customer Relationship Specialist to join our Melbourne team. You will deliver outstanding service, help customers explore their financial needs, and refer to specialists as required.

You will work with the Branch Manager to grow relationships, manage inquiries, and support loan maintenance. Banking experience and strong communication are valued, along with a collaborative mindset.