Are you looking to elevate your current lending career, or looking for a new challenge?
We have an exciting opportunity to join our Internal Home Lending & Insurance Team as a Home Finance Specialist.
In this role you will assist our existing customers to navigate the lending process, through understanding their needs and individual circumstances regarding home loan top ups and loan variation applications.
Communicate and build relationships with internal & external stakeholders, Credit, Operations, and our Settlement teams.
Work collaboratively within the team and provided limited direction and coaching to support staff.
Key Accountabilities:
- Identify/discover customer’s long and short-term financial goals/strategies and provide product or solutions to enable the customer to create and manage their financial goals.
- Ensure compliance with internal and external complaint handling procedures and timeframes as per regulatory guidelines.
- Participate in the effective delivery of MyState’s products and services by developing and maintaining ongoing relationships with customers.
- Manage workflow in an effective manner to meet productivity and service requirements.
- Achieve sale and referral outcomes in line with set objectives.
- Achieve outstanding service level standards for all aspects of internal and external customer satisfaction.
- Ensure quality-lending services are delivered to customers.
- Act as first point resolution for customer complaints.
- Actively lead or participate in specific projects as designated.
- Operate within the FSRA compliance and regulatory framework and be bound by all compliance matters that may evolve from internal and external sources, including all relevant legislation and regulations, My State policies, procedures, protocols, and requirements.
- Live the MyState values
Qualifications and Experience:
- At least five years’ experience in a position that directly relates to the sales and relationship function.
- Hold a DLA level of 2 or the ability to obtain.
- FSR Tier 2 accreditation – General and Insurance or the ability to obtain
- Demonstrated knowledge of industry codes of practice and legislation including FSRA, Privacy Act, Consumer Credit Code, EFT, and FTRA legislation
About us
Oh hi! We’re MyState. You might know us as Tasmania’s local bank, but our group also includes TPT Wealth.
Now employing over 350 people and offering products and services all around Australia, MyState Limited is growing really quickly, both in and outside of Tassie. It’s a really exciting time to join our team.
We’re determined to do things in way they’ve never been done before, and make a real difference in the lives of our customers.
We know we’re better when we’re in this together and only win when our people, customers and community win too.
Our strategy is bold and brave, and we’re growing really quickly. That means lots of failing, learning, and trying again. It takes energy and courage to chase the better every day. Does that sound like you? Could you be the next person we’re looking for?
We’re small enough to care (and really mean it), but big enough to make an impact.
The human way to bank, and the human place to work.
Apply now!
To apply for this role, click “Apply Now” by midnight Sunday 8th September 2024.
To request a position description or for any further information, please get in touch with us at talent@MyState.com.au.
Employment with MyState is subject to a Bankruptcy, Police and Credit check to verify your suitability to work in the finance sector.
MyState Limited is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive work environment for everyone that works with us. All applicants will be considered for employment regardless of their race, religion, gender identity, sexual orientation, age, or disability.