Banking Specialist | Sydney | Investment Bank

Company Overview

Our Client’s Direct Sales Team fulfill’s the Residential Lending & Personal Banking product set through a variety of important referral channels.

As a successful Banking Specialist, you will be comfortable working in a highly regulated, non-advised environment.

Role Overview

The successful candidate will be able to convert leads and referrals and play a key role in ensuring the clients experience a customer centric journey throughout mortgage and retail product set life-cycle. 


Working as part of a high performing Sales team you will be responsible for:

  • Qualifying leads and referrals via phone/email/face-to-face and proactively convert to achieve individual and team sales targets
  • Providing ongoing customer contact and support through the application process
  • Initiating and converting enquiries in to client relationships 
  • Taking ownership of client queries and using your industry knowledge and experience to overcome challenges and solve problems
  • Providing feedback and influencing product team to help drive innovation  building the sales strategy and best practice within a sales environment
  • Developing and maintaining Referrer relationships

Skills & Experience

Your strong achievement drive and commitment will help drive the growth of the team and support them to achieving challenging business goal you will also have:

  • 2-3 years Mortgage Lending experience
  • Proven success in a Financial Services sales environment
  • Outcome focused and driven
  • Outstanding communication skills and a strong client focus
  • Strong analytical problem solving skills and a commercial mindset
  • A strong focus on continuous process improvement and excellence; and tertiary qualifications in a related field.

What’s on Offer

You will be provided with a strong team culture, performance focused business, a market leading product-set, a strong brand and reputation to support you to achieve success as a Banking Specialist.

Click on the ‘APPLY’ button or contact Mona Saab on (02) 9240 6390

Banking Specialist | Sydney | Investment Bank

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