Relationship Executive

About the Role

A Sydney-based opportunity has become available for an experienced Relationship Executive to join BOQ Specialist, supporting a critical portfolio of health clients. This role is ideal for someone who thrives on building strong relationships and delivering tailored financial solutions to professionals in the healthcare sector.

As a Relationship Executive (health), you'll take full ownership of a customer portfolio, focusing on retaining, growing, and attracting profitable relationships with business lending needs. With the support of a dedicated analyst, you'll be responsible for managing and expanding your client base, ensuring each customer receives personalised and expert banking support.

You'll be expected to meet both financial and non-financial targets, including revenue growth, market share expansion, and high levels of customer satisfaction. Your role will involve engaging with clients, advisors, and industry influencers to deepen relationships and enhance BOQ's external brand presence. Structuring business lending transactions in line with BOQ's credit appetite, policies, and procedures will be a key part of your day-to-day responsibilities.

In addition to managing your portfolio, you'll coach and develop your aligned Corporate Analyst, fostering a collaborative and high-performing partnership. You'll also exemplify BOQ Group's values—Spirited, Optimistic, Curious, Inclusive, Accountable, and Lionhearted—contributing to our purpose of Building Social Capital through Banking. As part of your commitment to excellence, you'll understand and comply with the BOQ Group Code of Conduct and all relevant policies and procedures, ensuring we uphold our reputation and meet regulatory obligations.

About you

To be successful in this role, we are looking for a strong candidate who can come in and hit the ground running. The ideal candidate should possess a degree, although experience is most valued. They should have a demonstrated aptitude for Banking, Finance, and Industry niches, along with a business development background. An understanding of credit, risk, and security is essential, as well as a solid grasp of contracts and documentation. Additionally, the candidate should exhibit energy, initiative, and a proactive approach to selling and relationship management.

If you are ready to take your career to the next level and be part of an organisation that is shaping the future of commercial banking, apply now

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

To apply for this role please follow the links or apply via our Careers Page.

BOQ Group is committed to diversity and an inclusive workforce. Aboriginal and Torres Strait Islander People are encouraged to apply.

We celebrate, value and include people of all backgrounds, gender and expressions, sexualities, cultures, bodies and abilities. When you apply, you are welcome to tell us the pronouns you use and please let us know any reasonable adjustments you may need during the interview process.

If you are successful for a role with BOQ Group, it is a condition of employment that background screening is completed to ensure that the Bank complies with its obligations under the Anti-Money Laundering and Counter Terrorism Financing Act. These checks may include, but are not limited to: identity, verification, reference checks, criminal background checks, immigration checks, verification of academic qualifications, bankruptcy checks.

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Job Reference: BOQ05288