Customer Relationship Specialist

About The Role

Join BOQ as a Customer Relationship Specialist at our Beenleigh branch and become the friendly face welcoming customers. Collaborate closely with the Branch Manager and a dedicated team to deliver outstanding service by identifying customer financial needs and offering suitable banking solutions. Your daily activities will include engaging clients in meaningful discussions to understand their financial goals and providing tailored support.

You will handle loan maintenance tasks such as top-ups, pricing changes, and variations to ensure seamless customer experiences. Additionally, identifying referral opportunities to specialized teams like Home Lending and Business Banking is a key part of your role to offer comprehensive assistance. Maintaining regular communication with new and existing clients, managing leads, and scheduling appointments will help you strengthen relationships and promote retention.

Besides customer interaction, you will mentor Customer Service Officers by coaching them on effective conversations, lead identification, and delivering excellent service. Advocating for digital banking platforms, you will assist customers in building confidence managing their finances online.

This position serves as a stepping stone into lending with structured training on lending basics and a clear pathway toward becoming a Lending Specialist.

About You

You are an assured communicator passionate about helping others. Previous customer service experience, preferably in banking or financial services, is valuable, with consumer lending exposure considered an advantage. You tackle challenges with a proactive, solution-oriented mindset and possess a positive "can-do" attitude. Attention to detail and ease in navigating financial systems will contribute to your success, complemented by a collaborative approach and commitment to exceed expectations for customers and colleagues.

About Us

BOQ Group represents a collection of challenger brands committed to providing an authentic alternative in Australian financial services. Our brands, including Bank of Queensland, ME Bank, Virgin Money Australia, and BOQ Specialist, share the mission to build trust, unlock employee potential, and foster community impact through banking.

We nurture an inclusive workplace that embraces diversity and empowers staff to bring their best selves to work. Recent initiatives include launching an innovative Reconciliation Plan promoting inclusivity across the Group.

Benefits

• Flexible working arrangements supporting work-life balance
• Discounts on financial products across the Group’s offerings
• Salary sacrificing options to optimize take-home pay
• Paid parental leave without minimum length of service
• Ability to purchase additional annual leave
• Discounted private health insurance plans
• Employee Assistance Program providing confidential support for personal and professional issues
• Access to employee network groups representing diverse communities such as First Nations, LGBTQIA+, multicultural, gender diversity, early career professionals, and accessibility advocates
• Membership in Pride in Diversity and participation in the Australian Workplace Equality Index

Additional Information

BOQ is dedicated to diversity and inclusion, encouraging Aboriginal and Torres Strait Islander people to apply. We welcome applicants across all backgrounds, genders, expressions, sexualities, cultures, abilities, and bodies.

Applicants may specify their pronouns and request accommodations during the recruitment process. Employment contingent upon background screening per regulatory requirements, including identity, reference, criminal, immigration, academic, and financial checks.

No agency applications will be accepted.