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Relationship Manager
2 months ago
A Perth-based opportunity has become available for an experienced Relationship Executive with BOQ Specialist. The role of a Relationship Executive is to originate, retain, and manage a portfolio of clients.
You will be responsible for a Health specialist portfolio, with the support of a dedicated analyst.
As a Relationship Executive in our Commercial team, your responsibilities will include:
- Promote our commercial product offerings to core clients to determine their financial situation and objectives, discussing options for the client and developing tailored solutions.
- Consistently meet and/or exceed individual margin and volume targets and performance objectives with a strong focus on book growth.
- The Specialist plays a key role in driving the direction and performance, including client acquisition, volume/margin, and primary client relationship and satisfaction.
- Partner with the Associate Relationship Manager to develop ongoing and quality client relationships.
- Manage relationships with clients leveraging and aligning internal resources to maximize client satisfaction and retention.
- In conjunction with clients' accountants, proactively work with clients to understand their financial objectives and help implement plans to realize these objectives.
As the successful candidate for this role, you will be able to demonstrate the following skills and experience:
- Previous experience in commercial lending.
- Tertiary education desirable.
- Small business experience desirable.
- Team player.
- Ability to meet KPI targets.
- Analytical skills.
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 recognized 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 organization in the Australian Workplace Equality Index
