About the Role
An exciting brand-new Melbourne based opportunity as a Relationship Executive (diversified) has now become available within BOQ Specialist! This Relationship Executive role has been created to manage an existing portfolio of diversified customers, with a core focus on customer retention, whilst also building the book through the generation of new business.
As the Relationship Executive in our Commercial team, your responsibilities will include, but are not limited to:
1. Promote our commercial product offering to core clients to determine financial situation and objectives, discussing options for the client and developing tailored solutions
2. Consistently meet and/or exceed individual margin and volume targets and performance objectives with a strong focus customer retention
3. In conjunction with clients’ accountants, proactively work with clients to understand financial objectives and help implementing plans to realise these objectives
About you
As the successful candidate for this role, you will be able to demonstrate the following skills and experience:
4. Previous experience in commercial lending and managing a busy portfolio of diversified customers
5. A passion for providing superior customer service and relationship management
6. Previous experience in business development and networking
7. Tertiary qualification (desirable)
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, BOQ Group is recognised as an Employer of Choice for Gender Equality by the Workplace Gender Equality Agency (WGEA).
In, we successfully implemented an innovative Reconciliation Plan, driving positive change and promoting inclusivity across BOQ Group.
Our Benefits
8. Flexible working arrangements
9. Discounted financial products
10. Salary sacrificing options
11. Paid parental leave with no minimum
12. Purchase annual leave
13. Discounted private health insurance plan
14. Employee Assistance Program (EAP)
15. Access to employee network groups focused on First Nations Reconciliation, LGBTQIA+, Multicultural, Gender, Early Careers and accessibility
16. BOQ Group is a member of Pride in Diversity and a participating organisation in the Australian Workplace Equality Index