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Client Servicing Consultant

Banking & Financial Services » Client Services
Job Reference:
Work Type:
Full Time
Canterbury - Christchurch
Posted on:
17 June 2020

I have a position available for an experienced account manager/ client services manager based in Riccarton to join a mortgage and insurance team. You will be working one on one with existing and new customers, reviewing their services, providing account maintenance, and booking meetings for the sales team where needed.

You will be working in conjunction with financial partners to find new opportunities for business growth and develop relationships further within the Canterbury Region while reporting to the business owner.

Key Responsibilities:

  • Supply customers with a high level of knowledge to present suitable and quality advice in line with the company’s purpose and values within the banking and finance sector
  • Responsible for achieving sales targets by booking client meetings
  • Provide a high level of customer service with a focus on satisfaction and retention
  • Build strong relationships with underwriting and lending teams
  • Meet a regular call cycle through strong organisational capabilities
  • Attend sales meetings with the business owner or a sales team member
  • Provide accurate sales reports to the business owner
  • Update clients with new products and services

What you need to have to be considered for this position:

  • Previous experience and a working knowledge within the financial/ banking services industry
  • Demonstration of proven sales results
  • Customer focused – able to speak to all kinds of people and build an appropriate rapport quickly
  • Strong organisational and administration capabilities
  • Understanding of underwriting and lending requirements
  • Full and clean New Zealand driver’s licence
  • Flexible and able to meet clients outside of normal business hours if and when needed

What you receive in return:

  • Base salary of $55,000 - $60,000
  • Commission structure with the capability of earning an extra $20,000 annually
  • Car park on site

If you are interested in applying for this position then please do so via this advertisement. If you woud like to see a full position description of the role then email or call Sarah Harland on 03 3666 226/

I will be acknowledging and interviewing as resumes come in so please get your application in sooner rather than later.

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