Customer Relationship Specialist: Path to Lending

BOQ; Cleveland; On-site; AUD 65,000 - 90,000; Full time

Benefits offered by this job

Flexible working arrangements

Discounted financial products

Paid parental leave

Job summary

BOQ Cleveland is seeking a Customer Relationship Specialist to welcome customers and understand their financial needs. You will work with the Branch Manager and team to offer banking solutions and manage loan maintenance tasks, including top-ups and variations.

You will identify referral opportunities to Home Lending and Business Banking, nurture new and existing relationships, and support teammates with quality conversations while promoting digital banking tools.

Qualifications

• Experience in customer service, ideally in banking or financial services.
• Exposure to consumer lending is a plus.
• Strong written and verbal communication with attention to detail.

Responsibilities

• Greet and assist customers, identifying financial needs and proposing solutions.
• Handle loan maintenance tasks (top-ups, pricing adjustments, variations) and ensure accuracy.
• Identify referral opportunities to Home Lending and Business Banking; book appointments to deepen relationships.
• Coach Customer Service Officers on conversations, quality, and service excellence; promote digital banking tools.

Skills

Customer service

Banking knowledge

Financial systems

Job description

BOQ Cleveland is seeking a Customer Relationship Specialist to welcome customers and understand their financial needs. You will work with the Branch Manager and team to offer banking solutions and manage loan maintenance tasks, including top-ups and variations.

You will identify referral opportunities to Home Lending and Business Banking, nurture new and existing relationships, and support teammates with quality conversations while promoting digital banking tools.