About the job
As a Customer Relationship Specialist at BOQ in the Canning Vale branch, you will be the welcoming face of the bank, working closely with the Branch Manager and a supportive team to deliver exceptional service. Engaging customers in meaningful conversations, you will uncover their financial needs and match them with the right banking solutions, while also managing loan maintenance requests and identifying opportunities for referrals. This role offers a fantastic opportunity for personal growth and development, as you will also support your team by coaching Customer Service Officers and championing digital banking tools.
You'll be responsible for
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Engaging customers
Engaging customers in meaningful conversations to uncover their current and future financial goals and matching them with appropriate banking solutions.📄
Managing loan requests
Managing loan maintenance requests such as top-ups, pricing adjustments, and variations to ensure a smooth experience for customers.🌟
Coaching team members
Supporting the development of your team by coaching Customer Service Officers on quality conversations and service excellence.What we're looking for
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Customer service experience
Demonstrated experience in customer service, ideally in banking or financial services.View fit
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Proactive problem-solving skills
Experience approaching challenges with a solutions-focused mindset.View fit
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Attention to detail
Proven ability to navigate financial systems with precision.View fit
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