Customer Consultant Retail and Mortgages

• Location: 

  North Shields, Newcastle

• Posted: 28/10/2009 14:02

Customer Consultant – Retail & Mortgage

Location: North Shields
Salary: £14, 383 - £17,070 plus £2,001 mortgage premium once authorised and branch bonus scheme
Hours of work: Monday to Saturday 9.00am to 5.00pm, plus Saturday until 12.00pm. You will be required to work 39 Saturdays on a rota basis.
Closing Date: 19th October 2009


Purpose of Role

If you are looking to start your career or progress with a new challenge this opportunity is not to be missed. Help our customers to achieve their dreams of a new home as a mortgage ambassador and use your exceptional knowledge of the Society’s retail products to help you offer the best possible service experience our customers could wish for.

In this role you will carry out investment meetings in line with the investment sales process selling appropriately the full range of Society retail products against individual and branch targets all aligned with your customers needs. You will also carry out mortgage meetings in line with regulatory requirements in order to identify customers’ needs. Advising on and selling the full range of mortgages and mortgage related products against branch and individual targets to achieve sales objectives. You will be required to record direct new mortgage business on the ISIS system and monitor the process through to completion, maintaining high standards of administration and customer service at all times.

If you:
• Have full CeMAP or equivalent qualification
• Have a proven sales track record
• Have a good working knowledge of lending criteria and mortgage procedures
• Have fantastic communication skills both written and verbal
• Have good working knowledge of mortgage and insurance products
• Have excellent attention to detail

We offer:
• 24 days holiday plus bank holidays
• Pension Scheme
• Discounted products, mortgages & investments
• Branch Bonus Scheme
• Development Training Programme

Yorkshire Building Society is an equal opportunities employer.

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Location map: North Shields, Newcastle