Customer Service Officer - Insurance & Credit Card Specialist

BOQ - Bank of Queensland

Perth, Western Australia, Australia

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Job Posted: 24/08/2017

Job Category:

Banking & Financial Services / Credit

Job description:

A Past Winner of best performing branch in Australia, BOQ Morley are looking to win the National competition again and are seeking to add a 'Customer Service Officer - Insurance and Credit Card Specialist' to their team.

This role undertakes cashiering/teller functions in line with BOQ audit and compliance requirements and OMB routines, methods and procedures. A main aspect of this position includes non face to face conversations via the telephone or internet, especially Insurance and Credit Card Business Development Activities including making prospecting phone calls and attending networking events.

Key responsibilities will include:

- Attract, retain and grow the value of the Bank's customer base through in-branch sales and referral targets as set by Owner Manager. Products include deposit accounts, general insurance (home, contents, motor and travel), Consumer Credit Insurance (CCI), credit cards, merchants and general consumer lending, and any product or service as directed from time to time by the Bank.

- Actively offer and sell customers appropriate products and packages, transaction options and specialist advice to meet their total financial needs.

- Meet or exceed individual sales and cross selling targets.

- Be a product champion in the areas of Insurance and Credit cards to develop, educate and train staff on strategies you create to hit these targets.

Required Skills
  • Evidence of critical thinking
  • Creative approach to problem solving
  • Ability to cross sell on a needs basis by holding fluent conversations
  • Cash handling
  • Ability to multi-task
  • Self-motivation and focus
Required Experience
  • Previous banking experience within a retail environment (preferred)
  • Knowledge of Insurance and/or Credit Cards
  • Business Development experience
  • Ability to understand, develop and execute effective sales plans
  • Experience in consumer lending is advantageous but not required
  • Working knowledge of Windows programs
  • Excellent verbal and written communication skills
Job LocationMorley, Western Australia, AustraliaPosition TypeFull-Time/Regular