Verified Job
Accounting - Finance
Relationship Executive
Accounting - Finance
#460808
Remote / WFH
Job Description
Relationship Executive
BOQ Specialist Sydney, New South Wales, Australia
BOQ Specialist
Relationship Executive
BOQ Specialist Sydney, New South Wales, Australia
2 weeks ago Be among the first 25 applicants
See who BOQ Specialist has hired for this role
Apply
Save
About The Role
A Sydney based opportunity for an experienced Relationship Executive has become available with BOQ Specialist! The role of a Relationship Executive is to originate, retain and manage a portfolio of clients.
You will be responsible for a diversified portfolio, with the support of a dedicated analyst.
As a Relationship Executive in our Commercial team, your responsibilities will include:
Promote our commercial product offering to core clients to determine financial situation and objectives, discussing options for the client and developing tailored solutions
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
Partner with the Associate Relationship Manager 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
About You
As the successful candidate for this role, you will be able to demonstrate the following skills and experience:
Previous experience in commercial lending
Tertiary education desirable
Small business experience desirable
Ability to meet KPI targets
About Us
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 2026, we successfully implemented an innovative Reconciliation Plan, driving positive change and promoting inclusivity across BOQ Group.
Our Perks
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
How To Apply
To apply for this role with #boqspecialist, please 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.
BOQ Specialist Sydney, New South Wales, Australia
BOQ Specialist
Relationship Executive
BOQ Specialist Sydney, New South Wales, Australia
2 weeks ago Be among the first 25 applicants
See who BOQ Specialist has hired for this role
Apply
Save
About The Role
A Sydney based opportunity for an experienced Relationship Executive has become available with BOQ Specialist! The role of a Relationship Executive is to originate, retain and manage a portfolio of clients.
You will be responsible for a diversified portfolio, with the support of a dedicated analyst.
As a Relationship Executive in our Commercial team, your responsibilities will include:
Promote our commercial product offering to core clients to determine financial situation and objectives, discussing options for the client and developing tailored solutions
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
Partner with the Associate Relationship Manager 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
About You
As the successful candidate for this role, you will be able to demonstrate the following skills and experience:
Previous experience in commercial lending
Tertiary education desirable
Small business experience desirable
Ability to meet KPI targets
About Us
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 2026, we successfully implemented an innovative Reconciliation Plan, driving positive change and promoting inclusivity across BOQ Group.
Our Perks
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
How To Apply
To apply for this role with #boqspecialist, please 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.
