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Financial service liaison

Rockhampton
beBeeRelationship
Posted: 11 December
Offer description

Customer Relationship Specialist

As a Customer Relationship Specialist, you will play a vital role in delivering exceptional service to our customers. You will work closely with the Branch Manager and a supportive team to identify and respond to customers' financial needs.


Your day-to-day responsibilities will include engaging customers in meaningful conversations to understand their current and future goals, then matching them with the right banking solutions. You will also manage loan maintenance requests, such as top-ups and pricing adjustments, to ensure a smooth and transparent experience for the customer.



Key Responsibilities:



* Engage customers in meaningful conversations to understand their financial needs

* Match customers with the right banking solutions

* Manage loan maintenance requests

* Identify opportunities for referrals to specialist teams

* Play a key role in promoting digital banking tools




Required Skills and Qualifications:


To be successful in this role, you will need:



* A confident communicator with excellent interpersonal skills

* A genuine passion for helping people

* Previous experience in customer service, ideally within banking or financial services

* Excellent problem-solving skills and a proactive approach to challenges

* Attention to detail and ability to navigate financial systems




Benefits:


At BOQ Group, we offer a range of benefits to support your professional and personal growth, including:



* Flexible working arrangements

* Discounted financial products

* Salary sacrificing options

* Paid parental leave with no minimum requirements

* Purchase additional annual leave

* Discounted private health insurance plan

* Employee Assistance Program (EAP)

* Access to employee network groups

* Pride in Diversity membership




Why Work with Us?


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.

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