At a Glance
- Tasks: Engage customers, identify financial needs, and provide tailored banking solutions.
- Company: Join BOQ Group, a unique challenger in Australian financial services.
- Benefits: Flexible hours, discounted products, salary packaging, and paid parental leave.
- Other info: Inclusive workplace with opportunities for personal and professional growth.
- Why this job: Make a real impact while building relationships and developing your career in lending.
- Qualifications: Customer service experience, strong communication skills, and a passion for helping others.
Part-Time 30.5hrs per week
As a Customer Relationship Specialist, you'll be the welcoming face of BOQ in our Mt Gravatt branch. You'll work closely with the Branch Manager and a supportive team to deliver exceptional service by identifying and responding to customers' financial needs. Your day-to-day will involve engaging customers in meaningful conversations to uncover their current and future goals, then matching them with the right banking solutions. You'll manage loan maintenance requests such as top-ups, pricing adjustments, and variations, ensuring a smooth and transparent experience for the customer.
You'll also play a key role in identifying opportunities for referrals to specialist teams, including Home Lending and Business Banking, to ensure customers receive the most comprehensive support. As part of your proactive rhythm, you'll maintain regular contact with new and existing customers, manage leads, and book appointments to deepen relationships and drive retention.
In addition to customer-facing responsibilities, you'll support the development of your team by coaching Customer Service Officers on quality conversations, lead identification, and service excellence. You'll also champion digital banking tools, helping customers build confidence in managing their finances online. This role is a launchpad for a future in lending, with structured training in lending fundamentals and a clear pathway toward becoming a Lending Specialist.
You're a confident communicator with a genuine passion for helping people. You'll thrive in this role bringing previous experience in customer service, ideally within banking or financial services. Exposure to consumer lending is a plus. You will be a key contributor to a collaborative team environment, always willing to go above and beyond for your customers and colleagues. Your personalized approach to every customer interaction, combined with a "can do" attitude, will ensure success in all aspects of your role. You will confidently learn and use a variety of technical financial systems, showcasing your excellent written and verbal communication skills and strong attention to detail.
If you're ready to dive in and make a real impact, we'd love to hear from you!
At BOQ Group, we are passionate about creating an exceptional work environment that nurtures both your professional and personal growth. Our comprehensive benefits package is designed to enhance your well-being, provide financial security, and foster a sense of community and inclusion. Here are just some of the fantastic perks you can enjoy as part of our team:
- Flexible working arrangement - Balance your work and personal life with ease.
- Discounted financial products - Enjoy exclusive rates on our financial services across the Group.
- Salary sacrificing options - Maximise your take-home pay with our salary packaging options.
- Paid parental leave with no minimum requirements - Spend quality time with your new family member without any worries.
- Purchase additional annual leave - Need more time off? You can buy extra leave days.
- Discounted private health insurance plan - Take care of your health with our special rates.
- Employee Assistance Program (EAP) - Access confidential support for personal and professional challenges for you and your family.
- Access to employee network groups - Connect with peers through our First Nations Reconciliation, LGBTQIA+, Multicultural, Gender, Early Careers, and accessibility groups.
Pride in Diversity membership: We are proud members of Pride in Diversity and actively participate in the Australian Workplace Equality Index. We are committed to creating a workplace where everyone feels valued and supported. Join us and be part of a company that truly cares about its people and community!
To apply for this role, follow the links. BOQ Group is committed to diversity and an inclusive workforce. Aboriginal and Torres Strait Islander People are encouraged to apply. We celebrate, value and include people of all backgrounds, gender and expressions, sexualities, cultures, bodies and abilities. When you apply, you are welcome to tell us the pronouns you use and please let us know any reasonable adjustments you may need during the interview process.
If you are successful for a role with BOQ Group, it is a condition of employment that background screening is completed to ensure that the Bank complies with its obligations under the Anti-Money Laundering and Counter Terrorism Financing Act. These checks may include, but are not limited to identity, verification, reference checks, criminal background checks, immigration checks, verification of academic qualifications, bankruptcy checks.
Customer Relationship Specialist - Mt Gravatt in Brisbane employer: BOQ Group
At BOQ Group, we pride ourselves on being an exceptional employer that champions inclusivity and personal growth. Our flexible working arrangements, comprehensive benefits, and commitment to diversity create a supportive environment where employees can thrive both professionally and personally. Join us in making a meaningful impact in the financial services sector while enjoying a workplace that values your unique contributions and fosters a strong sense of community.