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Relationship Manager - Residential

BOQ Specialist - Sydney, NSW

Banking & Finance
Source: uWorkin


  • Join ASX 100 finance leader!
  • sydney CBD Location
  • Suits an experienced finance professional with previous banking experience

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 and deepening the relationship with our existing clients. 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.

About You

As a Relationship Manager in our Residential Lending team your responsibilities will include
  • Support our Residential Banking Consultant with managing their large existing portfolios consisting of medical professionals and jointly managed commercial clients, including expiring contracts and annual reviews
  • Exceed on your individual contributor sales target for sourcing New to Bank customers and fulfilling their needs
  • Promote and sell our residential 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 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)
  • Prepare financial debt servicing and write complex credit memorandums with the support of your Banking Consultant
  • Partner with the Internal Consultant to develop ongoing and quality client relationships
  • Provide financial and credit coaching to the Internal Consultant
  • 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 an Associate Relationship Manager role
  • Exceptional written and verbal communication skills
  • Medical Finance Experience preferred
  • 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
  • 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.
Position Type Full-Time/Regular