Customer Relationship Specialist - South Yarra

Bank of Queensland

South Yarra, Victoria, Australia
Outstanding customer service
Financial needs assessment
Customer relationship development
The purpose of this position is to provide outstanding customer service, by identifying and supporting customers to explore their current and future financial needs, provision relevant financial products and services and facilitate referrals to specialist teams where required

Job Summary

  • The purpose of this position is to provide outstanding customer service, by identifying and supporting customers to explore their current and future financial needs, provision relevant financial products and services and facilitate referrals to specialist teams where required.
  • As an experienced Customer Relationship Specialist, you will be a passionate, high-performing operator who consistently delivers an outstanding customer experience.
  • BOQ Group is a truly unique group of challenger brands with a purpose – to provide a genuine alternative to Australian financial services for customers and employees.

Matching Summary

The purpose of this position is to provide outstanding customer service, by identifying and supporting customers to explore their current and future financial needs, provision relevant financial products and services and facilitate referrals to specialist teams where required.

Skills & Requirements

Must-have

  • outstanding customer service
  • financial needs assessment
  • customer relationship development
  • proactive lead management
  • loan maintenance execution
  • excellent written and verbal communication

Nice-to-have

  • driven, supportive and fun team
  • collaborative team environment
  • personalized approach to customer interaction
  • can do attitude
  • inclusive workspace

Key Requirements

  • experience in the retail banking industry
  • exposure to consumer lending
  • learn and use a variety of technical financial systems
  • strong attention to detail

Work Rights

Not specified

Tailored Resume

Cover Letter