Enhance customer relationships at Scotiabank as a Virtual Mortgage Retention Specialist in Scarborough, ON. This in-office role focuses on mortgage renewal and customer satisfaction through tailored financial strategies.
This pivotal role involves retaining and servicing mortgage renewal customers with a financial planning approach. You'll work from 10:00 AM to 8:00 PM ET, connecting with clients to assess their needs and present customized options. Your expertise will help deepen relationships while achieving retention goals for multiple branches across Canada.
Key Responsibilities:
• Provide expert mortgage solutions through proactive customer outreach
• Identify customer financial goals and recommend appropriate strategies
• Manage assigned renewal leads with effective negotiation tactics
• Execute the Customer Experience Model during all client interactions
• Collaborate with financial advisors and other service specialists
Requirements:
• Robust knowledge of residential mortgage products and processes
• Experience in a customer-facing financial role
• Post-secondary degree in business or finance is an asset
• Proficient in Microsoft Teams and Salesforce
• Excellent written and verbal communication skills
Drive impactful customer connections and enhance mortgage retention at Scotiabank in Scarborough.
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