Customer Relationship Specialist - Flexible Banking Career

BOQ Group

Melbourne

On-site

AUD 60,000 - 75,000

Full time

4 days ago
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Benefits offered by this job

Flexible working arrangement
Discounted financial products
Salary sacrificing options
Paid parental leave
Purchase additional annual leave
Discounted private health insurance
Employee Assistance Program (EAP)
Access to employee network groups
Pride in Diversity membership

Job summary

BOQ Group is seeking a Customer Relationship Specialist to deliver outstanding customer service, explore customers’ financial needs, and facilitate referrals to specialist teams. The role emphasizes proactive lead management, loan maintenance support, and coaching Customer Service Officers within a collaborative team.

Experience in retail banking and consumer lending is advantageous, with a personalized, can-do approach to every customer interaction and strong attention to detail.

Qualifications

  • Customer service experience in banking or financial services.
  • Experience in retail banking and consumer lending is advantageous.
  • Strong communication and relationship-building with a can-do attitude.

Responsibilities

  • Provide outstanding customer service and identify customers' financial needs.
  • Support customers in exploring current and future financial products and services.
  • Refer customers to specialist teams when required and maintain proactive lead management.
  • Develop customer relationships through regular contact and referrals.
  • Coach frontline staff to enhance service delivery.

Job description

BOQ Group is seeking a Customer Relationship Specialist to deliver outstanding customer service, explore customers’ financial needs, and facilitate referrals to specialist teams. The role emphasizes proactive lead management, loan maintenance support, and coaching Customer Service Officers within a collaborative team.

Experience in retail banking and consumer lending is advantageous, with a personalized, can-do approach to every customer interaction and strong attention to detail.

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