Customer Experience Consultant

Posted: 01/01/2023 Closing Date: 31/12/2024 Salary: $55,000.00 - $60,000.00 Job Type: Permanent - Full Time Location: Sydney CBD, Inner West & Eastern Suburbs Job Category: Banking & Financial Services This role offers a Competitive Salary Super Employee Lifestyle Program (ELP) Mintwell is one of Australia’s few truly independent private wealth management advisers. We recognise that our clients financial goals are as individual as they are. Our expertise offers comprehensive financial planning services customised to the clients specific needs and objectives. With our proven track record and honest investment strategies, it’s easy to see why so many of our clients say we are their recommended financial advisers in Sydney. At Mintwell, our mission is to collaborate with our clients to create opportunities through uncompromising integrity, trust and personalised service. Job Description The Role:  Your role is to be the first point of contact for our customers by delivering exceptional customer service. To be successful in this role you must be able to accurately answer queries, manage issues and find solutions that support the lending team and the wider organisation. The target is to ensure excellent service standards and always maintain high customer satisfaction. Tasks and Responsibilities:  Engaging with customers and delivering an outstanding, signature service with every transaction in a fast-paced environment  Active listening to ensure client needs are being met Maintaining an in-depth knowledge of the business's products and services  Supporting customers with suitable options that best suit their needs and provide customers with post settlement care Following up and manage customer deadlines with strong attention to detail Data entry for loan applications and ensuring compliance is observed  Administrative and liaison with leaders  Providing administration support to a team of Mortgage Brokers, Loan Processors, Advice, Property and Digital marketing teams Managing settlement processes following formal approval   Fielding inbound calls to the wider business Desired Skills and Experience Key Skills and Experience Proven customer support experience as a client service representative Ability to use tact, diplomacy and negotiating skills when handling difficult customers to achieve a positive outcome  Ability to develop and maintain positive working relationships  Competency with CRM systems and practices  Ability to multi-task, prioritize, and manage time effectively  Track record of over-achieving quota  Competent phone contact handling skills and active listening  Competency with CRM systems and practices  Customer Orientation and ability to adapt/respond to different types of personalities  Ability to multi-task, prioritize and manage time effectively  Mintwell can provide: Employee Life Style Program  Full on the job training and cross training in other teams within the company A strong and highly regarded training and mentoring program that supports career progression A team culture that values its employees and is open to change One on one reviews of your performance and progress on a regular basis Providing support…
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