Customer Relationship Specialist - North Lakes
BOQ Group
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Invested in your growth and developme
Collaborative work environment that offers upskilling and progression
Employee Benefits + Discounted financial products
Invested in your growth and developme
Collaborative work environment that offers upskilling and progression
Employee Benefits + Discounted financial products
About the Role
As a Customer Relationship Specialist, you’ll be the welcoming face of BOQ in our North Lakes branch. You’ll work closely with the Branch Manager and a supportive team to deliver exceptional service by identifying and responding to customers’ financial needs.
Your day-to-day will involve engaging customers in meaningful conversations to uncover their current and future goals, then matching them with the right banking solutions—from everyday accounts to credit cards, personal loans and so on. You’ll manage loan maintenance requests such as top-ups, pricing adjustments, and variations, ensuring a smooth and transparent experience for the customer.
You’ll also play a key role in identifying opportunities for referrals to specialist teams, including Home Lending and Business Banking, to ensure customers receive the most comprehensive support. As part of your proactive rhythm, you’ll maintain regular contact with new and existing customers, manage leads, and book appointments to deepen relationships and drive retention.
In addition to customer-facing responsibilities, you’ll support the development of your team by coaching Customer Service Officers on quality conversations, lead identification, and service excellence. You’ll also champion digital banking tools, helping customers build confidence in managing their finances online.
This role is a launchpad for a future in lending, with structured training in lending fundamentals and a clear pathway toward becoming a Lending Specialist.
About You
You’re a confident communicator with a genuine passion for helping people. You’ll thrive in this role bringing previous experience in customer service, ideally within banking or financial services. Exposure to consumer lending is a plus.
You approach challenges with a proactive, solutions-focused mindset and a “can-do” attitude. Your attention to detail and ability to navigate financial systems with ease will help you succeed, along with a collaborative spirit and a drive to go above and beyond for customers and colleagues.
Most importantly, you’ll be part of a transformation journey that’s reshaping the future of banking. If you're ready to dive in and make a real impact, we’d love to hear from you!