Retentions Consultant - Personal Banking - Banking & Financial Services - Sydney

Group: Banking and Financial Services
Division: Personal Banking
Recruiter: Sophie Haslam

• Dedicated to flexible working arrangements - working from home / job share opportunities
• Join a successful growing market leader with a strong reputation

About the role:

At Macquarie, we're committed to helping our customers achieve their financial goals, which means we place a strong emphasis on proactive customer engagement so we can offer innovative solutions that fulfil our customers' evolving financial needs.

As a Retention Consultant, you will play an integral role in this commitment to proactive customer engagement. You will be responsible for developing relationships with our existing home loan customers, to ensure that Macquarie continues to meet their financial needs and remains the first choice for future financial requirements.

You will utilise your advanced communication skills and in-depth understanding of the Australian housing market to conduct engaging conversations with customers at risk of refinancing their home loan. You will be supported in your efforts by having access to a range of bespoke retention offers designed to enhance the customer experience, as well as the success of your results. Ultimately, we want our customers to know that Macquarie is here to support them on their journey to owning their home or developing their investment portfolio. Within this role, you to be the person that helps them achieve their home loan goals.

Key Responsibilities:

• Actively managing a book of home loan customers to reduce attrition across our home loan portfolio
• Being results-oriented and committed to achieving your individual KPIs
• Staying up-to-date with competitor offers and housing market trends
• Effectively utilising our CRM system to organise and manage your pipeline and record outcomes
• Effectively identifying and communicating all leads, cross sells and solutions to other areas of the business.
• Demonstrating commitment to your own personal development and being open to feedback through active participation in individual and team coaching sessions.

About You:

Working as part of a strong team in a performance focused business with a market leading product-set, you will play a key role in our success. Your strong achievement drive and commitment will help the growth of the team and support them to achieving challenging business goals. You will possess:

• Tertiary Qualifications (Business / Economics / Accounting / Finance)

• 3+ yrs Financial Services experience (Home Loans experience essential, broker/sales experience preferred)
• Proven experience in a customer facing role
• Advanced verbal and written communication skills
• Strong outcome focus and achievement drive
• Strong customer oriented mindset and ability to tailor your approach as required
• An ability to work independently and be highly self-motivated

If you have a passion for sales and customer engagement and want to build a career with a market leader then please submit your application online through the provided link.

About us:

Banking and Financial Services Group (BFS) comprises our retail banking and financial services businesses, providing a diverse range of personal banking, wealth management and business banking products and services to retail customers, advisers, brokers and business clients. BFS operates predominantly in Australia and is organised into three business divisions: Personal Banking, Wealth Management and Business Banking.

Find out more about Macquarie careers at www.macquarie.com/careers

Macquarie understands the importance of diversity and inclusion - our long history of success has come from being different. At Macquarie we value the innovation and creativity that diversity of thought brings. The one thing we all have in common is our focus on high performance. If you're capable, motivated and can deliver, we want you on our team.

We facilitate a range of flexible working arrangements within our teams. Talk to us about what flexibility is available within this role.