BOQ Group51 jobs

Customer Relationship Specialist - Canning Vale

JuniorMid levelFull-timeOfficeCanning Vale WA 6155, AustraliaPosted 5 days agoVerified 1 week ago
Pending fitX of Y criteria met

About the job

As a Customer Relationship Specialist, you will be the welcoming face of BOQ in the Canning Vale branch, working closely with the Branch Manager and a supportive team. Your role is crucial in delivering exceptional service by identifying and responding to customers’ financial needs, engaging them in meaningful conversations, and managing loan maintenance requests. The team thrives on collaboration and a proactive approach, making a real impact in reshaping the future of banking.

Meet the team

About the company

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You'll be responsible for

💬

Engaging customers

Engaging customers in meaningful conversations to uncover their current and future financial goals.
📋

Managing loan maintenance requests

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

Identifying referral opportunities

Identifying opportunities for referrals to specialist teams, ensuring comprehensive support for customers.

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 skills

Experience coaching team members on service excellence and lead identification.

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A meaningful career starts with a match

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4 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 skills
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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