At a Glance
- Tasks: Engage with existing mortgage customers and help them explore their options.
- Company: Dynamic mortgage company focused on customer relationships and support.
- Benefits: Competitive salary, full training, career progression, and a supportive team environment.
- Other info: Structured career path into Mortgage Advice with ongoing professional development.
- Why this job: Make a real difference in customers' financial wellbeing while building your career.
- Qualifications: Strong communication skills and a passion for helping others.
The predicted salary is between 27000 - 30000 £ per year.
Location: Chester
Employment Type: Full-Time Permanent
Salary: £27k-£30k depending on experience + Benefits + Career
About the Role
We're looking for an enthusiastic and customer-focused Customer Relationship Executive to join our Mortgage Retention Team. The role also offers the opportunity to progress a career in the mortgage industry with full training and support, for those seeking that development. This isn't a cold sales role. You'll be speaking with our existing mortgage customers, building relationships and helping them prepare for the end of their current mortgage deal. Your role is to understand their circumstances, discuss their options, and arrange appointments with our Mortgage Advisers to explore product transfers or remortgaging opportunities. You'll play a key part in delivering an outstanding customer experience while helping customers make informed decisions about their mortgage before their renewal date. Full training on our systems, products and processes will be provided.
Key Responsibilities
- Proactively contact existing mortgage customers before their mortgage product expires.
- Build strong relationships through regular, meaningful conversations.
- Understand customers' current circumstances and future plans.
- Discuss available options, including product transfers and remortgaging.
- Identify opportunities to improve customers' mortgage arrangements.
- Book appointments for customers with our qualified Mortgage Advisers.
- Maintain regular communication throughout the customer journey.
- Update customer records accurately within the CRM system.
- Work closely with advisers and the wider mortgage team to ensure a seamless customer experience.
- Meet activity and quality targets while delivering excellent customer service.
- Whilst activity will be from warm contact with existing customers, there will be occasions where cold outreach will be necessary.
What We're Looking For
You'll be someone who enjoys talking to people, building rapport and helping customers. Ideally you'll have:
- Excellent communication and listening skills.
- A confident and professional telephone manner.
- Previous experience in sales, customer service, account management or relationship management.
- The ability to build trust and long-term customer relationships.
- A proactive approach and the confidence to identify opportunities.
- Strong organisational skills and attention to detail.
- Good knowledge of Microsoft Office.
- A positive attitude and willingness to learn.
- Previous experience within financial services or mortgages is advantageous but not essential.
What We Offer
- Full training and ongoing support.
- A structured career path into Mortgage Advice or Financial Services for those that want it.
- Friendly, supportive team environment.
- Opportunities for professional development.
- Competitive salary + Benefits.
- The opportunity to make a real difference to customers' financial wellbeing.
Ideal Candidate
You are someone who:
- Loves speaking with people.
- Builds relationships naturally.
- Is motivated by helping customers find the right solution.
- Enjoys working towards targets.
- Is organised and proactive.
- Wants to build a career in financial services.
Customer Relationship Executive (Mortgages) employer: Resourcing Group
Join our dynamic team in Chester as a Customer Relationship Executive, where you'll enjoy a supportive work culture that prioritises employee growth and development. With comprehensive training and a clear career progression path into the mortgage industry, you will have the opportunity to make a meaningful impact on customers' financial wellbeing while working in a friendly environment that values collaboration and excellence.
StudySmarter Expert Advice🤫
We think this is how you could land Customer Relationship Executive (Mortgages)
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Resourcing Group. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Customer Relationship Executive (Mortgages)
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Resourcing Group.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Resourcing Group's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Resourcing Group
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Resourcing Group.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Resourcing Group will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Resourcing Group employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
