Retentions Specialists - Mortgages and Personal Banking

Job Title: Retentions Specialists - Mortgages and Personal Banking
Contract Type: Permanent
Location: Sydney CBD, New South Wales
Salary: bonus structure and incentives
Start Date: ASAP
Reference: 174014_1504139264
Contact Name: Sarah Magill
Contact Email:
Job Published: August 31, 2017 10:27

Job Description

The opportunity:

There are presently a number of opportunities available due to ongoing growth as well as internal promotions of existing staff. These opportunities are within a specialist team of retentions consultants, proactively identifying at risk customers and working to consult and provide bespoke solutions to the customer to ultimately engage and retain them to the business.

The role:

  • Actively managing a portfolio of home loan customers to provide exceptional service and ensure they are engaged and reduce attrition across the portfolio
  • Understanding the customers' needs based on your industry knowledge and identifying ways in which to resolve issues for customers and recommend solutions
  • Results orientated and KPI based, able to identify and communicate leads across the business
  • Committed to personal development and with a demonstrated desire to learn and develop, staying up to date with market trend and competitor offers in order to manage an effective pipeline and deliver positive outcomes

Skills and experience:

  • Minimum of 2 years experience within a Sales / Retentions based position, preferably with home loans experience but other financial services or insurance based sales / retentions also happily considered
  • Proven experience in meeting targets and KPI's in a customer focused role
  • Outcome focused and achievement driven
  • Excellent communication skills and an ability to problem solve, identify solutions and provide superior customer service

This is a company that genuinely invests in its people and is a great stepping stone for somebody eager to succeed and establish a long term career within financial services. They are renowned for offering exceptional career development along with genuine workplace flexibility options such as working from home options.

Note: This position does require permanent working rights within Australia in order to be considered.

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