Relationship Associate - Deposits, Private Bank

About the Role As a Relationship Associate, you will assist the Relationship Manager, Deposits Team & Adviser Services team by providing them with continuous support in acquiring new business and managing their existing client base.The role predominantly involves taking ownership of end-to-end client on-boarding for deposits products and supporting the business development and strategic activities of the team.This includes determining product suitability, pricing discussions, preparing on-boarding documents, including credit checks and KYC, implementation of client requests and post settlement fulfilment such as online banking, supplementary services and compliance requirements.Key Accountabilities: Supporting HNW clients and assisting with transactions, enquiries and reportingLoading files into various systems with high degree of accuracyPerforming all relevant client checks including Equifax reports, KYC & AML requirements and beneficial ownershipLiaising with internal stakeholders as well as clients, accountants, solicitors and relevant 3rd parties to ensure efficient settlement of each dealAssisting with multiple product distribution channelsAnswering inbound enquiries and providing exceptional customer serviceMonitoring ongoing needs of existing client base, client maintenance and retentionWorking closely with operations teams such as treasury, account establishment and the client services centre to provide superior service to HNW & IFA clientsUndertaking additional duties as advised by the Relationship Manager or Team Leader About you With previous retail finance experience, you will be responsible for liaising with clients on a daily basis therefore will maintain exceptional communication skills and the ability to establish and maintain strong working relationships with both internal and external stakeholders.The successful candidate will also be able to demonstrate the following skills, experience and abilities: Previous banking experience or broker support experience assisting specifically with deposits and cash productsA deep understanding of retail banking products and servicesProven ability to understand complex structures and entities, such as charities, not for profits and family officesStrong interpersonal skills with the ability to negotiate and influenceHigh attention to detail and the ability to prioritise competing deadlines in a fast paced environmentOutcome orientated with a customer centric mindset. Above all else, you will be a self-directed, motivated team player, who is skilled at managing their time and workload while supporting a high performing Relationship Manager. 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 , BOQ Group is recognised as an Employer of Choice for Gender Equality by the Workplace Gender Equality Agency (WGEA).In , 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