Customer Financial Strategist

2 weeks ago

Central Coast, Australia beBeeCareer Full time $75,000 - $110,000

As a Home Lending Specialist, you will play a key role in creating memorable experiences for customers by engaging in meaningful conversations to understand their financial objectives.

About the Position

This is a highly rewarding and impactful role where you will support customers in achieving their long-term financial goals. You will work closely with a dedicated team to provide tailored solutions that deliver exceptional value to customers.

Your Key Responsibilities

  • Conducting in-depth discussions to determine customer goals and aspirations
  • Driving growth and retention of a consumer lending portfolio
  • Proactively seeking out new business opportunities to acquire customers
  • Supporting the Branch Manager to enhance the performance of the wider branch team
  • Retaining existing customers by offering personalized financial solutions
About You

We are looking for individuals who possess:

  • Experience in Home Lending or Mortgage products
  • A passion for building strong relationships within their community and network
  • Exceptional communication skills coupled with superior stakeholder management expertise
  • Charisma, drive, ambition, and a genuine ability to understand customer needs
What We Offer

Our organization provides a range of benefits including:

  • An attractive base salary
  • The opportunity to earn performance-based incentives
  • Fantastic career-growth opportunities
  • The support of our brand

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