Virtual Mortgage Retention Specialist - ScarboroughScotiabank • Scarborough, ON, CA
Virtual Mortgage Retention Specialist - Scarborough
Scotiabank • Scarborough, ON, CA
Il y a 10 jours
Type de contrat
- Temps plein
Description de posteDeepen and grow relationships and business by : Understanding customer’s financial goals and preferences, analyzing their needs, and recommending the appropriate strategies and solutions to help them achieve their goals. Planning and executing on weekly measurable targets including proactive customer contacts, and effective mortgage retention. Identifying referral opportunities in response to changes in needs / preferences and where necessary, referring and collaborating with key partners, such as Financial Advisor Investment and Retirement Specialists, Small Business Advisors or the appropriate Global Wealth partners. Deliver exceptional customer experiences by : Effectively executing the Customer Experience Model (CEM) Consistently delivering on the Service Basics and Advice+ Promises in all customer / employee interactions Delivering on the diverse advice expectations of our customers. Escalating and tracking customer concerns and complaints as required Minimize the Bank’s exposure to risk by : Contributing to operational excellence and a satisfactory Branch audit Staying current and adhering to all retail lending compliance, regulatory compliance, custody and Occupational Health & Safety requirements and changes Ensuring strict adherence to Bank security procedures, including retail lending policies and processes, assigned authorities and limits Escalating fraudulent activities, unusual occurrences, issues / deficiencies / trends to your direct supervisor and / or Branch Manager and / or AML and / or Branch Compliance Officer or Alternate (BCO / ABCO) and / or Chief Compliance Officers and / or applicable Shared Services Department as appropriate Adhering to custody and security procedures at all times Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions. Adhering to compliance with regulatory activities and guidelines as part of the sales process, including Privacy, Anti-Money Laundering(AML) / Anti-Terrorist Financing, Financial Consumer Agency of Canada(FCAC), Know Your Customer(KYC), Canadian Deposit Insurance Corporation(CDIC), regulations and policies and Guidelines for Business Conduct. Champions a high-performance environment and contributes to an inclusive work environment. Strong understanding of residential mortgage product knowledge, including policy and process Experience working with in a customer-facing role within the financial industry or related field Post-secondary degree in business / finance or related field (considered an asset) Expert knowledge using Microsoft Teams, Salesforce and E-Signature Prior experience leading virtual advice discussions and assisting customers on how to navigate virtual meetings (considered an asset) Highly organized with strong attention to detail Effective written and verbal communication skills The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers. A competitive compensation and benefits package. An organization committed to making a difference in our communities– for you and our customers. You can expect to be recognized and rewarded for high-performance. You’ll be supported by leadership through meaningful development conversations that enable faster advancement and internal training to support your growth and development. You’ll receive clear, transparent criteria to progress in your career.
Is this role right for you?
In this role, you will :
- Through proactive customer contact, provide expert mortgage knowledge and advice on a full range of customized solutions using a holistic financial planning approach with the goal of retaining and deepening relationships with an assigned portfolio of mortgage renewal customers.
- Primary focus of proactively establishing contact with mortgage renewal customer and retain the mortgage business.
- Through a proactive mortgage retention process, remotely manage assigned renewal leads including, assessing customer financial needs / goals, presenting mortgage retention offers, managing rate negotiations and making appropriate recommendations to secure the renewal.
- Through effective preparation and discovery, identify and act on opportunities to deepen the relationship with additional, relevant financial solutions.
Do you have the skills that will enable you to succeed in this role? We'd love to work with you if you have :
What we’re offering…
Créer une alerte emploi pour cette recherche
Mortgage Specialist • Scarborough, ON, CA
Offres similaires
Be among the first 25 applicants.We’re a vibrant, exciting credit union that lives its "profits with a purpose" philosophy in every financial transaction, product, interest rate, and community init...Voir plus
A leading financial institution in Ontario seeks a Sales Consultant to manage outbound and inbound calls from prospective clients.
The role involves qualifying clients, presenting product solutions,...Voir plus
As a US Territory Sales Representative, you will be selling Patient lifts and ICU Boom equipment to hospitals, long-term care homes, retirement homes, and medical equipment distributors within an a...Voir plus
A prominent Canadian financial institution seeks a Reverse Mortgage Account Specialist in Toronto.The role involves providing exceptional service to potential customers exploring reverse mortgage p...Voir plus
Advisory services, Mortgage products .Aurora, Hamilton, Kitchener, London, Markham, Moncton, Newmarket, North York, Ottawa, Richmond Hill, Scarborough, Toronto, Windsor .
Please note that your speci...Voir plus
Are you a licensed real estate professional looking to thrive in the rental market? We offer an unparalleled mentorship program designed to help both new and experienced agents build and grow their...Voir plus
Nous utilisons des témoins pour fournir et améliorer nos services de sorte à vous offrir une expérience plus personnalisée, et les services de suivi sont désactivés.
Pour en savoir plus sur les témo...Voir plus
Our Weekly Investment Seminars are now offered twice a week! Join Us Today.Are you a relentless, high-performing Realtor ready to dominate the fast-paced world of residential leasing and help clien...Voir plus
Cassels Brock & Blackwell LLP is a leading national law firm focused on serving the transaction, advocacy and advisory needs of Canada’s most dynamic business sectors.
We have one of the largest bus...Voir plus
Are you passionate about Real Estate and looking to join a successful and supportive team? Century 21 Leading Edge Realty Inc.
Century 21 in Canada for volume and sales, is now searching for a skill...Voir plus
Location : Toronto, ON | Employment Type : Full-Time | 100% In-Office | Commission + bonus scheme.We’re looking for a high-impact, t Retention BDM to lead the client retention strategy.This role comb...Voir plus
A leading fast-food corporation is seeking a Supervisor, Transaction Management in Toronto.This role requires overseeing lease agreements and collaborating with various departments, including Legal...Voir plus
CloudLabs Inc was founded in 2014 with the mission to provide exceptional IT & Business consulting services at a competitive price, to help clients realize the best value from their investments.Wit...Voir plus
Our market is rapidly expanding!.Our team is looking for self-motivated, ambitious Sales Agents to join us! We want to help YOU build your career! We pride ourselves on providing proven systems to ...Voir plus
KRGinsure, a trusted tradename of RRJ Insurance Group Ltd.Ontario’s leading brokerages with branch offices across Southern Ontario.
We pride ourselves on tailored solutions, strong market relationsh...Voir plus Motivated Realtor? We Provide the Leads & Coaching!.Are you a licensed real estate agent seeking to broaden your skills in the realm of residential and commercial real estate? Come be a part of...Voir plus 
We’re a vibrant, exciting credit union that lives its "profits with a purpose" philosophy in every financial transaction, product, interest rate, and community initiative we offer.Founded in 1954, ...Voir plus
Are you looking to join one ofCanada's Greatest Places to Workand be a part of making it even better?.Mister Safety Shoes mission is making workdays better.
We are a proudly Canadian retail comp...Voir plus
Mobile Mortgage Specialist
DUCA Financial Services Credit Union Ltd. • Toronto
Temps plein
Dernière mise à jour : il y a plus de 30 jours • Offre sponsorisée
Retirement Mortgage Solutions Consultant (Hybrid)
HomeEquity Bank • Toronto
Temps plein
Dernière mise à jour : il y a 5 jours • Offre sponsorisée
US Territory Sales Representative Patient Lifts & ICU Booms
Just Sales Jobs • Richmond Hill, ON, Canada
Temps plein
Dernière mise à jour : il y a plus de 30 jours • Offre sponsorisée
Bilingual Reverse Mortgage Specialist
Equitable Group • Toronto
Temps plein
Dernière mise à jour : il y a 5 jours • Offre sponsorisée
Residential Mortgage Specialist-Ontario (Hybrid)
National Bank • Markham
Temps plein +2
Dernière mise à jour : il y a 2 jours
Rental Specialist
HomeLife Realty Services • Toronto, ON, Canada
Temps plein
Dernière mise à jour : il y a plus de 30 jours • Offre sponsorisée
Mobile Mortgage Specialist
TD Bank • Markham
Temps plein
Dernière mise à jour : il y a 10 jours • Offre sponsorisée
Real Estate Agent - Leasing Specialist
GTA Homes • Toronto
Temps plein
Dernière mise à jour : il y a 10 jours • Offre sponsorisée
Assistant Replacement – Real Estate
Cassels Brock & Blackwell LLP • toronto, on, ca
Temps plein +2
Dernière mise à jour : il y a 13 jours • Offre sponsorisée
Real Estate Deal Administrator
Century 21 Leading Edge • Markham, ON, Canada
Temps plein
Dernière mise à jour : il y a plus de 30 jours • Offre sponsorisée
Retention Manager
The Portfolio Group • Toronto, On
Temps plein
Dernière mise à jour : il y a 7 jours • Offre sponsorisée
Real Estate Transaction Lead – Canada
McDonald's Canada • Toronto
Temps plein
Dernière mise à jour : il y a 10 jours • Offre sponsorisée
Sr. FI-CO Consultant (Canada - Remote)
CloudLabs Inc • Newmarket, Ontario, Canada
Télétravail
Temporaire
Dernière mise à jour : il y a 2 jours • Offre sponsorisée
Real Estate Sales Agent
Keller Williams Empowered Realty • Richmond Hill, ON, Canada
Temps plein
Dernière mise à jour : il y a plus de 30 jours • Offre sponsorisée
Commercial Risk Placement Broker
KRGinsure • Greater Toronto Area, Canada
Temps plein +1
Dernière mise à jour : il y a 13 jours • Offre sponsorisée
Real Estate Sales Agent
Century 21 Leading Edge • Markham, ON, Canada
Temps plein
Dernière mise à jour : il y a plus de 30 jours • Offre sponsorisée
Mobile Mortgage Specialist - London
DUCA Financial Services Credit Union • Toronto
Temps plein
Dernière mise à jour : il y a plus de 30 jours • Offre sponsorisée
Sales Routing Specialist
Mister Safety Shoes • Toronto, ON, Canada
Temps plein
Dernière mise à jour : il y a 24 jours • Offre sponsorisée