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:
- Solid 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.