Customer Retention Consultant

BOQ Group

Customer Relationship Consultant driving lending needs and strengthening customer relationships at BOQ Group. Ensuring exceptional experiences and achieving business outcomes in a dynamic environment.

Posted 7/17/2026full-timeMelbourne • 🇦🇺 AustraliaMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong customer relationship management and effective communication skills to drive business outcomes in the financial services sector. Excels in collaboration and teamwork while navigating fast-paced environments and managing multiple priorities.

Highest-signal resume keywords

Customer Relationship ManagementFinancial Services KnowledgeEffective CommunicationTime ManagementTeam Collaboration

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

ConfidentCustomer-DrivenPersuasive CommunicationAdaptabilityTeamwork

Industry Keywords

SalesRetentionMargin-Focused ConversationsLending NeedsReferral Opportunities

About the role

Key responsibilities & impact

Strengthen customer relationships through inbound and outbound conversations.
Uncover lending needs and drive meaningful business outcomes.
Navigate sales, retention, and margin-focused conversations.
Work closely with both Proprietary and Third-Party teams.
Identify referral opportunities and resolve customer needs efficiently.
Advocate for customers and deliver exceptional experiences.
Collaborate with teams to achieve business goals.

Requirements

What you’ll need

Confident, customer-driven professional.
Solid understanding of the financial services landscape.
Able to turn conversations into commercial outcomes.
Strong communication skills (clear, warm, persuasive).
Experience in fast-paced environments.
Ability to manage time effectively and juggle priorities.
Tech-savvy - learns new systems quickly and stays curious.
Teamwork and collaboration skills.

Benefits

Comp & perks

Flexible working arrangement - Balance your work and personal life with ease.
Discounted financial products - Enjoy exclusive rates on our financial services across the Group.
Salary sacrificing options - Maximise your take-home pay with our salary packaging options.
Paid parental leave with no minimum requirements - Spend quality time with your new family member without any worries.
Purchase additional annual leave - Need more time off? You can buy extra leave days.
Discounted private health insurance plan - Take care of your health with our special rates.
Employee Assistance Program (EAP) - Access confidential support for personal and professional challenges for you and your family.
Access to employee network groups - Connect with peers through our First Nations Reconciliation, LGBTQIA+, Multicultural, Gender, Early Careers, and accessibility groups.
Pride in Diversity membership: We are proud members of Pride in Diversity and actively participate in the Australian Workplace Equality Index. We are committed to creating a workplace where everyone feels valued and supported.