Customer Relationship Specialist at BOQ with a strong history of driving sales growth and improving customer engagement. Expertise in relationship management and achieving key performance indicators. Proven ability to train teams and implement compliance initiatives, aligning with business objectives and promoting a culture of excellence.
Overview
19
19
years of professional experience
Work History
Customer Relationship Specialist (CRS)
BOQ
Springfield, Jimboomba, Qld
02.2017 - 02.2025
Identified and supported customers in exploring current and future financial needs through appointments.
Facilitated account openings for business and personal clients to expand client base.
Drove sales growth across various financial products, including term deposits and loans.
Managed daily operations of the branch, ensuring efficient workflow during opening and closing.
Provided education on digital banking solutions to enhance customer engagement.
Conducted daily health checks on client accounts to maintain strong relationships.
Trained staff on customer service excellence and compliance measures as part of ongoing development.
Oversaw compliance initiatives within the branch to align with regulations.
Assistant Store Manager
Wallace Bishop
Indooroopilly, Qld
01.2014 - 01.2017
Supported sales team in meeting all KPIs aligned with company standards.
Delivered exceptional customer service through effective problem-solving and inquiry resolution.
Trained new associates and enhanced skills of existing staff.
Motivated sales team during morning meetings, focusing on daily goals.
Organized team-building events to foster collaboration and drive sales performance.
Co-managed recruitment processes, including interviews and hiring of new staff members.
Generated repeat business through diligent client follow-ups.
Implemented loss prevention initiatives, overseeing in-store security training and sales coaching.
Key Achievements
Achieving yearly sales budget- awarded diamond for gold pin.
Runner up in the Assistant store manager of the year award. To be nominated for this award included such things as staff turnover, exceeding set gross contribution budget of the year, administration, security and general store management.
Diploma retail management
Finance captain – most sales
Manager
Bardot Junior
Indooroopilly, Qld
01.2012 - 01.2014
Developed comprehensive training programs to enhance staff skills and performance.
Established succession plans and set objectives for all team members.
Resolved complex issues by applying strategic decision-making aligned with policies.
Conducted thorough evaluations of staff performance to drive improvements.
Oversaw daily store operations, including staffing, budgeting, and financial monitoring.
Achieved excellence in driving KPIs and exceeding sales targets.
Coordinated visual merchandising strategies to effectively launch new product ranges.
Managed shrinkage through loss prevention initiatives and staff education.
Assistant Manager
Forever New
Indooroopilly, QLD
01.2010 - 01.2012
Conducted training and skill development programs for staff members.
Evaluated staff performance, implementing succession plans and formal feedback systems.
Resolved complex situations by adhering to policies and leveraging management experience.
Managed daily store operations, including staffing, budgeting, and financial indicators.
Coordinated visual merchandising strategies during product launches for optimal positioning.
Oversaw loss prevention initiatives to minimize shrinkage and maximize profits.
Led regular team meetings to enhance store performance and employee development.
Implemented comprehensive stock control measures, ensuring proactive management of inventory levels.