Relationship Executive

1 week ago

Sydney, New South Wales, Australia Bank of Queensland Full time

About the Role
A Sydney based opportunity for an experienced Relationship Executive has become available with BOQ Specialist


The purpose of this position is to grow a portfolio, managing existing customer portfolio by retaining, growing and attracting profitable new customer relationships through the delivery of outstanding customer service.


As a Relationship Executive, your responsibilities will include:

  • Work collaboratively with existing and new clients to promote and sell our commercial product offering including meeting clients at their home and/or place of work to conduct interviews to determine financial situation and objectives, discussing options for the client and developing tailored solutions.
  • In conjunction with clients accountants, proactively work with clients to understand financial objectives and help implement plans to realise these objectives.
  • Monitor ongoing needs of existing client base and work with Internal Consultant's to review and where necessary and update the client's banking solutions.
  • Work closely with IC's to determine loan serviceability, complete risk grading, review the credit submissions and at times prepare credit submissions and manage the deal through the credit approval process (ensuring policy requirements & approval conditions are met).
  • Liaise with internal stakeholders (credit, operations, CSC, PSOPS and etc.) as well as clients, accountants, solicitors and relevant third parties to ensure efficient settlement of each deal.
  • Answer inbound enquiries and providing exceptional customer service to external/internal clients including regularly updating the client on file progress.
  • Assist with multiple product distribution by assisting the External Consultants to identify cross sell opportunities within existing client base.
  • Manage own Client Engagement Platform (CEP).
  • Attend trade shows, and other marketing events/initiatives when required, showcasing BOQ Specialist and its product offering to support our clients such as industry conferences, EDM's and outbound call campaigns.
  • Working closely with industry suppliers and associations, to help support their clients and members.
  • Ongoing client maintenance and assist POD with client retention.
  • Assist with training and mentoring the Internal Consultants in achieving the partnership/POD's joint objectives.
  • Demonstrate an understanding of our client niche and market issues.
  • Demonstrate an understanding our commercial product offering.
  • Exemplify the BOQ Group values of Spirited, Optimistic, Curious, Inclusive, Accountable and Lionhearted to contribute to the purpose of Building Social Capital through Banking.

About you

  • Banking and Sales experience.
  • Ability to read Financials and determine serviceability.
  • Understanding of credit, risk, security and lending.
  • Good understanding of Lending products.
  • Good team player with a positive and can do attitude.
  • Strong organisational skills and effective time management.
  • Excellent attention to detail.
  • Keen and quick to learn.
  • Confidence and flexibility to take on any task.
  • Ability to take a proactive approach.
  • Client centric.
  • Confident communication skills.

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 2021, BOQ Group is recognised as an Employer of Choice for Gender Equality by the Workplace Gender Equality Agency (WGEA).

In 2023, we successfully implemented an innovative Reconciliation Plan, driving positive change and promoting inclusivity across BOQ Group.

Our Perks

  • Flexible working arrangements
  • Discounted financial products
  • Salary sacrificing options
  • Paid parental leave with no minimum
  • Purchase annual leave
  • Discounted private health insurance plan
  • Employee Assistance Program (EAP)
  • Access to employee network groups focused on First Nations Reconciliation, LGBTQIA+, Multicultural, Gender, Early Careers and accessibility
  • BOQ Group is a member of Pride in Diversity and a participating organisation in the Australian Workplace Equality Index

How to Apply
BOQ Group is committed to diversity and an inclusive workforce. Aboriginal and Torres Strait Islander People

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