This job has ended. Find similar jobs.

Bank Mortgage Adviser - Top Salaried role - Chelmsford and Sawbridgeworth

Posted 16 January by Goldstone Laine Ended

Basic salary between, £25000 and £29000, plus full benefits and bonus.

One year Mortgage advising experience and full qualification required.

Core Purpose of Role

To be part of the local team within branches and the mortgage team providing specialist advice to ensure branches meet the required number of quality customer interactions to deliver the overall mortgage performance. To deliver a brilliant customer experience consistently to every customer.


Work together as one team within each branch to attract and build strong relationships with customers and maximise the customer experience so all customers leave the branch with every reason to recommend to their family, colleagues and friends

Ensure every customer is offered a warm welcome, treated with your undivided attention and that you take time to understand their personal financial needs.

Ensure your customer is kept fully informed on every step of their mortgage journey using CASE to act at key customer touch points

Provide excellent, professional advice to customers on their mortgage needs offering mortgage solutions that fulfil the customers long-term financial needs

Work collaboratively with other specialist partners to provide an excellent customer experience to deliver the overall branch performance

Demonstrate excellent mortgage product knowledge and be a product and service expert, resolving customer queries in interviews and within the banking hall efficiently and to a high standard

Promote and be an advocate for alternative banking channels (telephony, internet, mobile) registering customers and demonstrating their use

Ensure you have completed the required number of quality customer interactions using the appropriate technology and tools to identify ways we can help improve customer finances and referring customers to specialist partners where appropriate

Proactively contact potential and existing customers where you can help them to improve their finances to ensure you have the required level of pre booked appointments in your diary

Record and resolve all customer complaints received at first point of contact where appropriate ensuring full processes and procedures are followed, escalating immediately all complaints which cannot be resolved by close of business next working day

Embrace accreditation & qualification opportunities for your role to enable you to provide customers with a full range of products and services.

Provide coaching to other partners and become a business specialist champion

Ensure all operational priorities and Bank rules, procedures and policies for risk and compliance are adhered to at all times. Take the time to ensure you get things right first time every time referring to policy and using support tools to deliver high standards of file quality so fair outcomes for customers are always delivered

Fully prepare for your one-to-ones and partner performance reviews ensuring you have a development plan in place and all training is completed on time

This role is being dealt with by Mark Hazzard, Verridian Recruitment

Reference: 33992384

Bank or payment details should not be provided when applying for a job. is not responsible for any external website content. All applications should be made via the 'Apply now' button.

Report this job