Senior Financial Solutions Advisor

2 days ago

Playford, Australia beBeeCustomer Full time $90,000 - $120,000
Job Title

Home Lending Specialist

About the Role

We are seeking a dedicated professional to deliver an exceptional customer experience by assisting clients with their banking needs, from first-time home purchases to supporting seasoned investors.

Key Responsibilities
  • Build and nurture a pipeline of lending leads, guiding customers throughout their buying journey.
  • Assist customers through the lending process, ensuring positive outcomes and peace of mind.
  • Utilize credit analysis skills to understand customer needs and achieve successful lending results.
  • Develop strong relationships within the community, branch, and with the Branch Manager.
  • Engage in ongoing learning and professional development.
  • Support community initiatives and promote local growth.
Qualifications
  • Extensive experience in customer service or sales.
  • Knowledge of lending products, policies, and regulations.
  • Ability to build rapport quickly and assess customer needs.
  • Strong credit analysis skills.
  • Understanding of small business offerings.
  • Consumer lending experience is essential.

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