Posted Position Title Personal Finance Representative - Mandurah

Job Number     1918784
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     Mandurah
Postal Code     6210
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
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