Enable clients to secure their homes as a Mobile Mortgage Advisor. Offer expert mortgage advice and flexible consultations tailored to client needs, primarily working remotely with occasional site visits.
As part of the Personal and Business Banking team, you’ll leverage your expertise in banking and mortgages to help clients realize their ownership goals. Your role focuses on building strong client relationships and providing personalized solutions while collaborating with Banking Centre teams to enhance financial advising.
Key Responsibilities:
• Connect with clients to deliver customized mortgage advice
• Develop and implement business development strategies
• Establish community networks for referral opportunities
• Adjust consultation methods to accommodate client schedules
• Utilize market analysis for lead generation
Requirements:
• Experience in mortgage lending and relevant documentation
• Strong community involvement and client service skills
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