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Customer Relationship Specialist - Beenleigh

JuniorMid levelFull-timeOfficeBeenleigh QLD 4207, AustraliaPosted 2 months agoVerified 2 months ago
Pending fitX of Y criteria met

About the job

As a Customer Relationship Specialist at BOQ, you will be the welcoming face of the Beenleigh branch, working closely with a supportive team to deliver exceptional service. Your role is vital in identifying customers’ financial needs and matching them with the right banking solutions, while also managing loan requests and coaching team members. The team thrives on collaboration and a proactive approach to customer service, ensuring a positive impact on the community.

You'll be responsible for

💬

Engaging customers

Engaging customers in meaningful conversations to uncover their current and future goals, matching them with the right banking solutions.
📄

Managing loan requests

Managing loan maintenance requests such as top-ups, pricing adjustments, and variations for a smooth customer experience.
👥

Coaching team members

Supporting the development of the team by coaching Customer Service Officers on quality conversations and service excellence.

Key criteria

💬

Customer service experience

Demonstrated experience in customer service, ideally in banking.

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📊

Financial systems navigation

Proven ability to navigate financial systems with ease.

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🤝

Coaching experience

Experience coaching team members on service excellence and lead identification.

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Meet the team

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5 criteria for this job
Customer service experience
Demonstrated experience in customer service, ideally in banking.

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Financial systems navigation
Proven ability to navigate financial systems with ease.

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Coaching experience
Experience coaching team members on service excellence and lead identification.

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Attention to detail
Strong attention to detail in managing loan maintenance requests.

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Proactive mindset
Demonstrated proactive approach to identifying customer needs and solutions.

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