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Join us as a Mortgage Advisor in our branch based team, where you will be in a customer facing role working closely with colleagues and key stakeholders to deliver expert mortgage advice and outstanding service. You will manage a blend of customer appointments - around 3 per day or 15 per week focusing on a range of needs including new lending, buy-to-let and Mortgage and protection enquiries. These appointments which are mostly face to face but can also be over the phone, are based on a mix of customer demand and your own outreach efforts, where you will share your knowledge and build trusted relationships. You will also be expected to provide coaching and development of your stakeholders and be looking for further mortgage business opportunities.
Job Responsibility:
Provision of SME expertise on specific products, including mortgages and life assurance and services to customers and colleagues, including features, functionalities, benefits, limitations, risks and compliance
Identification of market trends, new features, regulatory requirements and potential risks, and analysis of data obtained from performance and objectives MI and, customer feedback, to support the product development process, and communicate key findings to relevant stakeholders to improve product offerings
Response to customer inquiries, resolution of customer dissatisfaction, and provision of advice on product usage
Presentation of the advantages and features of the product to potential customers, building trust and encouraging adoption
Assistance with the development and execution of marketing materials for the product, such as brochures, presentations, and online content
Participation in training sessions and workshops to share product knowledge and expertise with colleagues and other stakeholders
Participation in events, conferences, and other networking opportunities to showcase the product and generate interest
To develop and manage the success of specific financial products and services, providing in-depth expertise on a particular product line, bridging the gap between product development, marketing, sales, and customer service
Requirements:
Proven ability to manage time effectively and prioritise tasks with ease
Exceptional attention to detail, ensuring accuracy and quality
Proven customer service experience both telephony and face to face
Ability to build and retain relationships with stakeholders
Ability to effectively manage change and able to adjust to the evolving demands of the role