Customer Relationship Specialist

BOQ Group

USonsitePosted Jun 9, 2026
Posting intelligenceActively listed

Skills

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About the role

About the role

Do you have a passion for customer service and want to work with a driven, supportive and fun team?

At the BOQ Group, we believe in the power and potential of people. We are excited to grow our team and offer the right candidate an exciting career in banking.

If you’re ready to jump in with both feet, then we want to hear from you!

The purpose of this position is to provide outstanding customer service, by identifying and supporting customers to explore their current and future financial needs, provision relevant financial products and services and facilitate referrals to specialist teams where required.

The role works closely with the Branch Manager, by developing customer relationships through regular contact, proactive lead management, seeking opportunities for referrals, executing customer loan maintenance needs and coaching Customer Service Officers.

About you

As an experienced Customer Relationship Specialist, you will be a passionate, high-performing operator who consistently delivers an outstanding customer experience.

It would be advantageous if you have experience in the retail banking industry, with exposure to consumer lending.

Your drive to build long-lasting relationships and create positive customer experiences will set you apart.

You will be a key contributor to a collaborative team environment, always willing to go above and beyond for your customers and colleagues.

Your personalized approach to every customer interaction, combined with a "can do" attitude, will ensure success in all aspects of your role.

You will confidently learn and use a variety of technical financial systems, showcasing your excellent written and verbal communication skills and strong attention to detail.

Questions about this role

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Compensation for Customer Success Manager roles in United States varies widely by seniority, employer size, and remote vs onsite arrangement. Check the salary range on this listing when published, or browse our Customer Success Manager hub for United States medians across recent openings.

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