Customer Relationship Specialist - The Gap
Core
You will be the welcoming face of BOQ in The Gap branch, engaging customers to identify their financial needs and matching them with appropriate banking solutions.
Role type
Customer Relationship Specialist (Banking)
Builds
Banking solutions and customer relationships for BOQ customers
Domain
Retail Banking / Financial Services
Deliverable
client delivery
Required skills
Customer service, financial systems navigation, loan maintenance management, lead management, appointment booking, coaching
Preferred skills
Consumer lending experience, digital banking advocacy
Responsibilities
Engage customers to uncover financial goals and match them with banking solutions; manage loan maintenance requests (top-ups, pricing adjustments, variations); identify referral opportunities for specialist teams; maintain contact with customers and manage leads; coach Customer Service Officers on service excellence; champion digital banking tools.
Seniority
Individual Contributor
