Customer & Partner Services Officer

• Kickstart your career in an organisation that offers full training and future career development
• Full time role working on a rotating roster between the hours of Monday –Friday 8:00am – 5:30pm
• Sydney CBD location working with a collaborative team

We have an exciting opportunity as a Customer and Partner Services Officer in our business banking remit.

You will provide excellent Customer Service in a contact centre environment. As the first point of contact for clients of the BOQ Specialist Banking business, you will focus on responding to client requests and determining customer needs via phone, email and secure messages. You will also provide financial solutions that add value to our existing BOQS clients. This will be done in a consistent manner, delivering outcomes that exceed customer expectations and ensuring KPIs are met in a way that aligns with BOQ values.

Some other key responsibilities will include:

• Working closely with Relationship Managers to manage the ongoing client relationship and client maintenance
• Processing real-time operational requests relating to transactions and account administration as well as support the business in account opening responsibilities.
• Delivery of contract documentation upon client and consultant request
• Liaising with the Risk and Compliance Team in accordance to legislative requirements

Full training will be provided. We want you to be fully equipped so we aim to set you up to succeed in your role! For the first 6-8 weeks you will receive full-time hands-on training.  During that training you will be immersed in the products, processes, procedures, and the environment, before progressing through to being engaging with customers.

Working for us is fun and fast-paced, and we are seeking top talent to take us where we want to go. Have you got the high attention to detail we are looking for along with passion for our customers. Excellent time management come naturally to you. Yes – you are highly organised and live and breathe all things process efficiency, with a keen eye for detail! You keep cool, calm, and collected under pressure and are at your best when you are working towards tight deadlines.

To be successful in this role you will have the below skills, knowledge and experience:

• A driven and proactive attitude, with a passion for finance
• Lending experience or Degree/ related qualification is required – Business, Commerce, Finance or Accounting
• Strong computer and literacy skills
• Appetite to progress and build your career
• Self-motivated, effective management of workload

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.

• 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

To apply for this role at #boqgroup, 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.