Reverse Mortgage Consultant

Heartland Bank LTD; Auckland; On-site; NZD 60,000 - 80,000; Full time

Benefits offered by this job

Flexible working options

Excellent insurance package

Employee banking benefits

Job summary

Heartland Bank in New Zealand is seeking a Reverse Mortgage Consultant to help customers achieve greater financial comfort in retirement. You’ll guide inquiries with empathy and care, coordinating with the New Business team and ensuring accurate administration of applications and accounts.

Join a team committed to inclusivity, flexible working options, and a focus on service quality. You’ll build strong relationships while living Heartland’s values and delivering outstanding customer experiences

Responsibilities

• Deliver exceptional customer service, ensuring customers' needs and best interests are always the priority.
• Support customers through the reverse mortgage process, providing clear and accurate information.
• Manage customer enquiries across phone and email channels with professionalism and care.
• Complete administrative and processing tasks accurately, efficiently, and compliantly.
• Build strong customer relationships while consistently living Heartland's values.

Job description

Is this your next role?

Heartland Bank has proudly helped over 28,000 Kiwis live a more comfortable retirement, with a Heartland Reverse Mortgage. We are the leading provider of Reverse Mortgages in New Zealand and continue to see strong demand and growth from customers who are using this product to achieve their lifestyle desires and goals in retirement.

As a Reverse Mortgage Consultant, you'll play a key role in helping customers achieve greater financial comfort and independence in retirement. You'll provide outstanding support to both existing and prospective customers, guiding them through their enquiries with professionalism, empathy, and care. Working closely with our New Business team, you'll be responsible for the accurate and efficient administration of reverse mortgage applications and customer accounts, ensuring a seamless experience throughout the customer journey.

Does this sound like you?

• Deliver exceptional customer service, ensuring customers' needs and best interests are always the priority.
• Support customers through the reverse mortgage process, providing clear and accurate information.
• Manage customer enquiries across phone and email channels with professionalism and care.
• undefined
• Complete administrative and processing tasks accurately, efficiently, and compliantly.
• Build strong customer relationships while consistently living Heartland's values.

A Bit About Us And What We Do

Heartland is an NZX/ASX-listed financial services group with big growth plans. Heartland owns both Heartland Bank in New Zealand and Heartland Finance in Australia. We provide award-winning savings and finance products to a diverse range of customers including business owners, farmers and retirees. Heartland's strategy is to digitalise everything we do, enabling us to provide customers with what they need in a scalable way. We can then pass those benefits onto the customer through faster service and better rates.

Can you see yourself here?

We're innovative and always evolving. We work together as one team and have big ambition. We’re committed to creating a culture of inclusivity that celebrates our diverse backgrounds and supports the wellbeing of our people. We offer real opportunities for learning and career development. You can also drive change through our internal groups (including Manawa Whenua - our Māori group, the Rainbow Committee, Diversity & Inclusion Committee and our Green Team).

Some Of Our Other Benefits Include

• employee banking benefits
• an excellent insurance package
• flexible working options

Diversity & Inclusion

At Heartland, we’re proud to celebrate the many characteristics that make each of us different. We are committed to improving the inclusiveness of our workplace, enabling our people to be authentic and helping us better understand and respond to our customers. We’re a Living Wage Employer, a Hearing Accredited Workplace, and have recently received the Rainbow Tick.

Heartland is an equal opportunity employer. We strongly encourage everyone to apply and we welcome everyone to the team. Please let us know if you need any adjustments throughout the application or interview process including a sign language interpreter or speech-to-text reporter. In your application, feel free to let us know what your pronouns are (for example, she/her, he/him, they/them etc).

Keen to learn more?

For an insight into life at Heartland, check out https://www.youtube.com/watch?v=TqGMgKROFxE , our Instagram @heartlandbanknz or follow us on LinkedIn www.linkedin.com/company/heartland-bank-nz.