Relationship Executive

3 months ago

Perth, Australia BOQ Full time

About the Role

A Perth based opportunity for an experienced Relationship Executive has become available 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 offering to core clients to determine 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 maximise client satisfaction and retention
  • 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:

  • Previous experience in commercial lending
  • Tertiary education desirable
  • Small business experience desirable
  • Team player
  • Ability to meet KPI targets
  • Analytical 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

To apply for this role with #boqspecialist, 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.

Please no agency applications.

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