Westpac is a leading financial services company with vacancies across Brisbane, Sunshine Coast and the Gold Coast, QLD, Australia.
We provide a range of financial products and services to our clients, including home loans, personal loans, and insurance.
Our team is dedicated to providing exceptional customer service and helping our clients achieve their financial goals.
Position Overview:
We are currently seeking a QLD Mobile Lender to join our team.
In this role, you will be responsible for managing a portfolio of clients and providing them with tailored financial solutions.
You will also be responsible for developing new business opportunities and maintaining strong relationships with referral partners.
Key Responsibilities:
Manage a portfolio of clients and provide them with personalized financial solutions based on their needs and goals
Generate current business opportunities through networking and building relationships with referral partners
Conduct thorough financial assessments and provide expert advice on home loans, personal loans, and insurance products
Ensure compliance with all regulatory requirements and company policies
Maintain accurate and up-to-date client records and documentation
Provide exceptional customer service and build long-lasting relationships with clients
Stay up-to-date with industry trends and developments to continuously improve service offerings and knowledge
Requirements:
Minimum of 2 years of experience in a similar lending role
Proven track record of achieving sales targets and building strong relationships with clients and referral partners
Excellent communication and interpersonal skills
Strong understanding of financial products and services, particularly home loans and personal loans
Ability to work independently and manage a portfolio of clients effectively
Strong attention to detail and organizational skills
Knowledge of regulatory requirements and compliance standards
Must have a valid driver's license and access to a reliable vehicle
Why Work for Us:
Competitive salary and benefits package
Opportunity for career growth and development
Supportive and collaborative team environment
Work for a reputable and established company in the financial services industry
Be a part of a company that values and invests in its employees
If you are a driven and experienced lending professional looking for a new challenge, we want to hear from you.
#J-*****-Ljbffr
📌 Qld Mobile Lender (Gold Coast)
🏢 Blake Oliver
📍 Gold Coast
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