Virtual Mortgage Retention Specialist

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:

• Strong 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.
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