21 Aug
|
Westlawn Finance
|
Lismore
21 Aug
Westlawn Finance
Lismore
Job Description
Westlawn – Solutions driven, relationship growing, finance and insurance experts
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Since 1964 Westlawn has provided financial services to customers. Today we are a diversified financial services business based across the eastern seaboard, with a branch network in the Northern Rivers of NSW. We help customers with investments, asset finance, business loans, mortgage broking, personal loans, and insurance broking.
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About The Role
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We have an excellent opportunity to join our Casino branch team. This is a unique role with a company that has a storied history based in the Northern Rivers. Reporting to the Casino Finance Manager the role is designed to help our customers and community.
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Specifically:
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Helping customers with investments like the Westlawn Income Fund and Unsecured Notes offers
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Contacting existing Investors to discuss their investments at maturity
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Assisting the Finance Manager with lending applications
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Providing a modern take on valuable old-fashioned customer service
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Answering phone calls, speaking with new and existing clients
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To help us help more customers, you'll bring:
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A growth mindset believing your talent can be developed through hard work, good strategies and input from others
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A high attention to detail whilst providing an exceptional customer experience
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Motivation to be able to seek out and capitalise on opportunities, not just react to issues
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An adaptive approach to productively work alone whilst contributing strongly to the team
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📌 Finance Consultant Casino Branch (Lismore)
🏢 Westlawn Finance
📍 Lismore