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| Mortgage Manager |
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Providing a high-quality, customer-driven, sales-focused service, you’ll identify customer needs, give advice and sell the appropriate products and services. You’ll focus particularly on selling mortgages through proactive phone and face-to-face interviews, as well as related protection policies. If you join one of our larger high street stores you’ll be a dedicated Mortgage Manager, while in our smaller stores, Mortgage Managers cover a number of other local stores.
Specifically, you’ll be:
Meeting new and existing customers to help them achieve a mortgage package fully tailored to their individual needs,
Proactively focusing on developing and strengthening customer relationships and, in doing so, generating new business,
Recognizing the wider financial planning needs of the customer, and making referrals to other areas of the bank where the customer’s wider needs can be met,
Communicating confidently and professionally with customers and colleagues,
Spending time training colleagues to ensure they’re all fully aware of all mortgage and related products, Networking to build relationships with other specialist roles such as Premier Relationship Managers and Commercial Managers to ensure there is a healthy, mutually beneficial relationship that can lead to increased referrals in both directions,
Remaining calm when faced with challenging or demanding situations,
Keeping up to date with all mortgage and related products/financial issues, as well as with competitor products so honest and fair comparisons can be made when requested,
Staying in touch with existing customers to ensure they’re happy with their product and to maximize the chance of additional referrals |
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Other Certification (CeMap)
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3 years + |
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English : Speak / Write Fluently
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open-ended |
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unspecified |
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EU National |
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Home Counties |
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| Self motivated and driven by performance, as well as tracking sales targets and figures to ensure that all goals will be achieved, Full CeMap qualifications. |
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HSBC is one of the largest and most trusted banking and financial services organisations in the world. With a international network extending to 9,500 offices in 85 countries and territories, we combine in-depth local knowledge with unmatched global reach to provide a comprehensive range of services to millions of customers. |
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