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Personal Finance Representative - Castle Hill Job Details
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| Personal Finance Representative - Castle Hill (Ref: 1256155) | |
| Sector, Sub Sector: | Other |
| Compliance Type: | Regulatory/Compliance |
| Expertise: | - |
| Company: | GE Commercial Finance |
| Location: | Castle Hill Oceania, Australia |
| Employment Type: | - |
| Job Description: |
Generating new business by offering full range of GE products, including; personal loans, debt consolidation, insurance, & credit cards. Specifically:· Making outbound calls to existing customers Taking inbound call enquiries Conducting customer loan interviews Collecting relevant customer personal and financial information Assessing customer’s needs and eligibility for product solutions Providing customers with up-selling and cross sell options Introducing new GE and external products Executing on all team and individual objectives· Supporting national and local marketing campaigns Developing thorough understanding of branch network offerings Accounts Management: Servicing customer’s transaction needs - taking payments, answering queries and maintaining customer relations Proactively working to retain customers Sending legal notices and organising repossession of security, where appropriate Maintaining daily branch procedures such as log books, cash handling, etc Compliance: Work in accordance with GE policies and procedures, demonstrating GE values and high ethical standards consistent with the GE Spirit & Letter. Understand and ensure all Compliance, Legislative & Regulatory responsibilities are met Escalate any Compliance, Legislative or Regulatory issues and/or concerns through the appropriate channels Qualifications/Requirements Diploma in Financial Services or Financial Planning (Desirable) Experience Previous experience in a customer service role |
| Job Ref No: | 1256155 |
