Relationship Banker: Elevate Customer Experience

BOQ Group

Bourke

On-site

AUD 65,000 - 90,000

Full time

8 days ago
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Benefits offered by this job

Flexible work arrangement
Discounted financial products
Salary sacrifice options
Paid parental leave
Buy extra leave
Private health insurance
Employee Assistance Program
Employee networks
Pride in Diversity membership

Job summary

BOQ Group is seeking a Customer Relationship Specialist to deliver exceptional service and build trusted relationships with customers in the Adelaide area. You will explore financial needs, offer relevant products, and coordinate with specialist teams as required.

You will work closely with branch teams, manage leads, nurture referrals, and support loan maintenance processes while coaching Customer Service Officers to maintain a high standard of service.

Qualifications

  • Experience in customer service roles within banking or financial services is preferred.
  • Excellent written and verbal communication skills with strong attention to detail.

Responsibilities

  • Provide outstanding customer service by understanding and supporting customers to explore current and future financial needs and facilitating relevant products and referrals.
  • Develop customer relationships through regular contact, proactive lead management, referrals, and assisting with loan maintenance; coach frontline staff as needed.

Skills

Customer service
Relationship building
Communication skills
Attention to detail
Team collaboration

Tools

Financial systems

Job description

BOQ Group is seeking a Customer Relationship Specialist to deliver exceptional service and build trusted relationships with customers in the Adelaide area. You will explore financial needs, offer relevant products, and coordinate with specialist teams as required.

You will work closely with branch teams, manage leads, nurture referrals, and support loan maintenance processes while coaching Customer Service Officers to maintain a high standard of service.

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