Personal Finance Consultant
1 week ago
About the Role:
This is an exciting opportunity to join our Wealth and Personal Banking team as a Mortgage Specialist. In this role, you will be responsible for growing the Mortgage business, cross-selling retail banking products, and referring potential Premier customers to Premier Relationship Bankers or Managers.
You will work closely with the branch Primary Banker, Premier Relationship Banker and Managers to ensure continuous inward referrals for mortgage needs. You will also be responsible for ensuring high standards of sales and service levels are met by providing excellent customer engagement and experience journey as per the bank's standard.
Your Key Accountabilities:
- Growing the Mortgage business through effective sales strategies and customer engagement.
- Improving customer satisfaction by delivering exceptional service and support.
- Maintaining accurate records of customer information to ensure seamless delivery of services.
- Ensuring that all operational procedures are followed in accordance with guidelines, regulations, and quality standards.
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