Customer Relationship Specialist - Newstead
On-site · Brisbane, Queensland, Australia
Job Summary
Customer Relationship Specialist role at BOQ Group's Newstead branch focused on delivering exceptional banking service by identifying customers' financial needs and matching them with appropriate banking solutions. Responsibilities include engaging customers, managing loan maintenance (top-ups, pricing adjustments, variations), pursuing referrals to Home Lending and Business Banking, maintaining regular client contact, managing leads, booking appointments, and coaching Customer Service Officers on quality conversations and service excellence. The role also champions digital banking tools and has a clear training path toward becoming a Lending Specialist. Ideal candidates have prior customer service experience in banking/financial services, with consumer lending knowledge considered a plus, and a proactive, solutions-focused mindset.
Required Qualifications
- Experience in customer service
- Banking or financial services experience
- Exposure to consumer lending is a plus
- Ability to coach and develop team
- Strong communication and relationship-building skills
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