Relationship Manager
BOQ Specialist
  • locationSydney, NSW
  • salaryNot disclosed
  • full-time 23 January 2021
  • locationSydney, NSW
  • salaryNot disclosed
  • full-time
Job Description

About Us

BOQ Specialist is a market leader providing distinctive banking solutions to an elite client base of medical, dental and accounting professionals as well as High Net Worth individuals. We aim to add value to and build partnerships with our clients by being industry experts in our chosen niches. The purpose of this role is to deliver on our distribution strategy through new client acquisition in the commercial product space. The role will be responsible for achieving individual sales and growth targets whilst providing exceptional customer service to our core client base.

BOQ Specialist is enjoying record growth and with exciting plans to expand our business there are a number of newly created opportunities. If you’re an experienced banking professional with experience in relationship management & business development and you’re looking for a dynamic, fast paced environment in a rapidly growing business this could be a fantastic opportunity for you. We’re offering you the chance to partner with a truly unique community of clients in a business which prides itself on delivering only exceptional client outcomes in an environment free from large organisational red tape and barriers.

About the Role

As a Relationship Manager in our Commercial Lending team your responsibilities will include:

Manage large existing portfolio of healthcare customers, including expiring contracts and annual reviews
Promote and sell our commercial product offering to core clients, including meeting clients at their home and/or place of work to conduct interviews to determine financial situation and objectives, discussing options for the client and developing tailored solutions (Cross sell banking package KPI)
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 (Overall profit KPI)
Partner with the Internal Consultant 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
Ability to deliver to tight deadlines and high expectations in a pressurised environment

About You

Previous proven banking experience in a Relationship Manager or Relationship Executive position

Exceptional written and verbal communication skills
Medical Finance Experience required
Well networked locally within the Medical Finance industry
Highly organised and efficient
Ability to work autonomously
Ability to deliver to tight deadlines and high expectations in a pressurised environment

Our Benefits

Flexible working arrangements
Discounted financial products
Salary sacrificing options
Paid parental leave
Paid volunteer days
Purchase annual leave
BUPA Corporate Plan
Mentoring and leadership programs
Employee Assistance Program (EAP)
Gym, shopping, technology and travel offers!

How to Apply

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

The Bank of Queensland is committed to diversity and an inclusive workforce. Aboriginal and Torres Strait Islander People are encouraged to apply.

If you are successful for a role with the Bank of Queensland, 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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As a leading specialist fibre and network solutions provider, Vocus connects people, businesses, governments, and communities across Australia and New Zealand, to the world. With a world-class team of experts, we challenge convention and do things d

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BOQ Specialist has been Australia’s leading financial services partner for medical, dental and veterinary professionals for over 25 years. BOQ Specialist offers distinctive banking solutions to help niche clients achieve their professional and pers

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Supporting Documents

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Work Authorisation
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Relationship Manager

  • Job Details:
    Not disclosed AUD
    Sydney, NSW, Full time
  • Key Dates:
    23 January 2021
    Last 3 days to apply
  • Industry:
    Banking, Economics and Finance
  • Insights:
    0 Applicants
    1 Views
Job Description

About Us

BOQ Specialist is a market leader providing distinctive banking solutions to an elite client base of medical, dental and accounting professionals as well as High Net Worth individuals. We aim to add value to and build partnerships with our clients by being industry experts in our chosen niches. The purpose of this role is to deliver on our distribution strategy through new client acquisition in the commercial product space. The role will be responsible for achieving individual sales and growth targets whilst providing exceptional customer service to our core client base.

BOQ Specialist is enjoying record growth and with exciting plans to expand our business there are a number of newly created opportunities. If you’re an experienced banking professional with experience in relationship management & business development and you’re looking for a dynamic, fast paced environment in a rapidly growing business this could be a fantastic opportunity for you. We’re offering you the chance to partner with a truly unique community of clients in a business which prides itself on delivering only exceptional client outcomes in an environment free from large organisational red tape and barriers.

About the Role

As a Relationship Manager in our Commercial Lending team your responsibilities will include:

Manage large existing portfolio of healthcare customers, including expiring contracts and annual reviews
Promote and sell our commercial product offering to core clients, including meeting clients at their home and/or place of work to conduct interviews to determine financial situation and objectives, discussing options for the client and developing tailored solutions (Cross sell banking package KPI)
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 (Overall profit KPI)
Partner with the Internal Consultant 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
Ability to deliver to tight deadlines and high expectations in a pressurised environment

About You

Previous proven banking experience in a Relationship Manager or Relationship Executive position

Exceptional written and verbal communication skills
Medical Finance Experience required
Well networked locally within the Medical Finance industry
Highly organised and efficient
Ability to work autonomously
Ability to deliver to tight deadlines and high expectations in a pressurised environment

Our Benefits

Flexible working arrangements
Discounted financial products
Salary sacrificing options
Paid parental leave
Paid volunteer days
Purchase annual leave
BUPA Corporate Plan
Mentoring and leadership programs
Employee Assistance Program (EAP)
Gym, shopping, technology and travel offers!

How to Apply

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

The Bank of Queensland is committed to diversity and an inclusive workforce. Aboriginal and Torres Strait Islander People are encouraged to apply.

If you are successful for a role with the Bank of Queensland, 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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