Posted Position Title Personal Finance Representative - Wallsend

Job Number	1900053
Business	GE Capital
Business Segment	Capital - International
Career Level	Experienced
Function	Sales
Function Segment	Inside Sales and Tele Sales
Location(s) Where Opening Is Available	Australia
City	Wallsend
Postal Code	2287
Relocation Expenses	No
Role Summary/Purpose	To sell personal finance and insurance offerings to consumers in a branch environment in a way that provides efficient solutions and services to meet customer’s needs, whilst meeting compliance requirements.
Essential Responsibilities	Sales Generation: Generating new business by offering full range of GE products, including; personal loans, debt consolidation, insurance, & credit cards. Specifically:• Making outbound calls to existing customers Taking inbound call enquiries Conducting customer loan interviews Collecting relevant customer personal and financial information Assessing customer’s needs and eligibility for product solutions Providing customers with up-selling and cross sell options Introducing new GE and external products Executing on all team and individual objectives• Supporting national and local marketing campaigns Developing thorough understanding of branch network offerings Accounts Management: Servicing customer’s transaction needs - taking payments, answering queries and maintaining customer relations Proactively working to retain customers Maintaining daily branch procedures such as log books, cash handling, etc Compliance: Work in accordance with GE policies and procedures, demonstrating GE values and high ethical standards consistent with the GE Spirit & Letter. Understand and ensure all Compliance, Legislative & Regulatory responsibilities are met Escalate any Compliance, Legislative or Regulatory issues and/or concerns through the appropriate channels
Qualifications/Requirements	Diploma in Financial Services or Financial Planning (Desirable) Experience Previous experience in a customer service role Only candidates who have the right to work in Australia, need apply
Desired Characteristics	Technical Knowledge Knowledge of consumer credit and mortgage products (Desirable) Knowledge and understanding of financial management practices (Desirable) Understanding of legislative requirements and current compliance practices (Desirable) Skills MS Office