Customer Relationship Specialist

Updated: March 03, 2024 03:32 PM GMT

Full-time Job in Mandurah, Western Australia

BOQ Group

Mandurah WA, Australia

About The Role

The purpose of this position is to provide outstanding customer service, by identifying and supporting customers to explore their current and future financial needs, provision relevant financial products and services and facilitate referrals to specialist teams where required.

The role works closely with the Branch Manager, by developing customer relationships through regular contact, proactive lead management, seeking opportunities for referrals, executing customer loan maintenance needs and coaching Customer Service Officers.

About You
• Knowledge of the financial services industry required in understanding processes and provide best advice to customers
• At least 2 years’ experience in Banking in a customer service role, with a focus on identifying and matching personalised solutions to meet customers’ needs
• Ability to coach and develop others
• Ability to build partnerships and external relationships to actively support the local community
• Excellent... More Detail