Customer Relationship Specialist - Hervey Bay
On-siteHervey Bay, State of Queensland, Commonwealth of Australia
Job Summary
Engage customers in meaningful conversations to uncover their financial goals and match them with appropriate banking solutions. Manage loan maintenance requests including top-ups, pricing adjustments, and variations while ensuring a transparent experience. Maintain regular contact with new and existing customers to manage leads, book appointments, and drive retention. Coach Customer Service Officers on quality conversations and service excellence while championing digital banking tools to build customer confidence. Identify referral opportunities for specialist teams such as Home Lending and Business Banking. This role serves as a launchpad for a future in lending, offering structured training in lending fundamentals and a clear pathway toward becoming a Lending Specialist within BOQ Group's Hervey Bay branch.
Required Qualifications
- confident communicator
- genuine passion for helping people
- previous experience in customer service
- ideally within banking or financial services
- proactive, solutions-focused mindset
- can-do attitude
- attention to detail
- ability to navigate financial systems with ease
- collaborative spirit
- drive to go above and beyond for customers and colleagues
- background screening is completed to ensure that the Bank complies with its obligations under the Anti-Money Laundering and Counter Terrorism Financing Act
- identity verification
- reference checks
- criminal background checks
- immigration checks
- verification of academic qualifications
- bankruptcy checks
Desired Qualifications
- Exposure to consumer lending
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