Employer Industry: Financial Services

Why consider this job opportunity:
- Competitive compensation and benefits package
- Opportunity for career advancement and internal training for growth
- Collaborative team environment fostering innovation
- Recognition and rewards for high-performance
- Clear criteria for career progression

What to Expect (Job Responsibilities):
- Provide expert mortgage knowledge and advice to retain and deepen relationships with customers
- Manage renewal leads, assess customer financial needs, and present retention offers
- Identify opportunities to offer additional financial solutions to customers
- Deliver exceptional customer experiences by executing the Customer Experience Model
- Minimize the Bank's exposure to risk by contributing to operational excellence and adhering to compliance requirements

What is Required (Qualifications):
- Strong understanding of residential mortgage products
- Experience in a customer-facing role within the financial industry
- Post-secondary degree in business/finance or related field
- Expert knowledge using Microsoft Teams, Salesforce, and E-Signature
- Highly organized with strong attention to detail
- Effective written and verbal communication skills

How to Stand Out (Preferred Qualifications):
- Experience leading virtual advice discussions and assisting customers in virtual meetings

#FinancialServices #CustomerExperience #CareerAdvancement #Innovation #RiskMitigation

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