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Join to apply for the Small Business Associate role at BOQ Group
About The Role
Are you passionate about supporting small businesses and delivering exceptional service? We're looking for a proactive and detail-oriented
About The Role
Are you passionate about supporting small businesses and delivering exceptional service? We're looking for a proactive and detail-oriented Small Business Associate to join our dynamic Small Business team.
In this role, you'll work closely with our Small Business Specialists to support a portfolio of 300 – 350 customers in each portfolio with business lending needs less than $1 million. You'll play a key role in driving customer satisfaction, operational excellence, and business growth.
Your day-to-day responsibilities will include:
* Customer Service & Enquiry Management: Assist in developing and implementing customer service strategies. Ensure timely, accurate responses to customer enquiries by coordinating with internal teams and tracking resolution times.
* Lending Support: Key focus will be to assist customers with their after-settlement requirements and on occasion will assist credit analysis and structuring of business lending applications. Prepare documentation, conduct preliminary assessments, and ensure compliance with policies.
* Stakeholder Coordination: Liaise with internal and external stakeholders—including credit, legal, and valuation teams—to ensure smooth processing of customer transactions.
* Data Accuracy: Maintain up-to-date and accurate customer records through regular audits and system updates.
* Business Development: Contribute to business growth by identifying new opportunities, conducting market research, and supporting lead generation and conversion efforts.
You'll be part of a team that's committed to making a real difference for small business customers. We offer a supportive environment, opportunities for growth, and the chance to be part of a purpose-driven organisation.
About You
As the successful candidate in this role, you will utilise your experience in lending and finance. You'll bring a customer-first mindset and a passion for helping small businesses succeed. With strong attention to detail and the ability to manage multiple priorities, you'll thrive in a fast-paced environment. Your excellent communication and coordination skills will support seamless collaboration across teams, and your familiarity with business lending processes and compliance standards will ensure accuracy and efficiency in every task.
About Us
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.
Our family of brands (Bank of Queensland (BOQ), ME Bank, Virgin Money Australia, BOQ Specialist), each come with their own defined customer audience and brand personality, but share one goal – to build social capital through banking. That's creating trust with customers, exploring staff potential and believing that tiny gestures and big ideas can change the world for communities.
BOQ Group's inclusive vision is to foster a workspace that values and leverages difference and creates new possibilities, a place where our people feel confident to bring their best selves to work every day. We embrace difference and believe that our workforce should reflect the customers and communities that we serve.
Since 2021, BOQ Group is recognised as an Employer of Choice for Gender Equality by the Workplace Gender Equality Agency (WGEA).
In 2023, we successfully implemented an innovative Reconciliation Plan, driving positive change and promoting inclusivity across BOQ Group.
Our Benefits
* Flexible working arrangements
* Discounted financial products
* Salary sacrificing options
* Paid parental leave with no minimum
* Purchase annual leave
* Discounted private health insurance plan
* Employee Assistance Program (EAP)
* Access to employee network groups focused on First Nations Reconciliation, LGBTQIA+, Multicultural, Gender, Early Careers and accessibility
* BOQ Group is a member of Pride in Diversity and a participating organisation in the Australian Workplace Equality Index
How To Apply
To apply for this role at #boqgroup #businessbanking, follow the links or apply via our Careers Page.
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.
Please no agency applications.
Seniority level
* Seniority level
Entry level
Employment type
* Employment type
Full-time
Job function
* Job function
Finance and Sales
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