Virtual Mortgage Retention Specialist - Scarborough

Requisition ID : 245589

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

Virtual Mortgage Retention Specialist –  Scarborough Contact Center

Leading with a financial planning approach, the Virtual Mortgage Specialist is responsible for retaining, servicing and deepening relationships with mortgage renewal customers by offering a full suite of complimentary financial strategies and solutions that best meet the customers’ immediate and future financial needs.

The primary responsibility of the Virtual Mortgage Specialists is to remotely support multiple branches across Canada in achieving mortgage renewal and retention goals through proactive customer contact.

Working Conditions :

Fully in-person at the Scarborough Contact Centre in an office setting. The Virtual Mortgage Specialist in this role will operate under extended hours, supporting branches in one of our six regions. Hours of operation are Monday to Friday 8 : 00am to 8 : 00pm EST; the incumbent will be scheduled shifts within these times.

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.

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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…

Location(s) :  Canada : Ontario : Scarborough

Scotiabank is a leading bank in the Americas. Guided by our purpose : "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here . Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.