Specialising in Asset Finance

Direct Reports: 4Drive sales of personal finance, insurance and complimentary offerings to meet the sales goals and objectives of individuals and the branchProvide leadership to Personal Finance Representatives in the achievement of the business sales goals and objectives Lead, coach and provide branch team members with support and on-going trainingManage performance of the team through regular team and one on one meetings with Personal Finance RepresentativesEstablish and maintain effective relationships within the branch environmentFacilitate and capitalise on change and innovationMaintain integrity of financial and private information Ensure self and Personal Finance Representatives work in accordance to GE policies and proceduresUnderstand and escalate when required all Compliance, Legislative & Regulatory responsibilities and ensure these are metCoach and train Personal Finance Representatives in compliance practices and requirements specific to their role including the Breach and Consequence management process

Making outbound calls to existing customersTaking inbound call enquires and proactively retaining customersConducting customer loan interviewsAssessing customers’ needs and eligibility for product solutionsProviding customers with upselling and cross sell optionsExecuting on all team and individual objectives Working in accordance to GE policy and procedures, demonstrating high ethical standardsUnderstand and escalate when required all Compliance, Legislative and Regulatory issues

Lead, coach and provide branch team members with support and on-going trainingDrive sales of personal finance to meet the sales goals and objectives of individuals and the branchTaking inbound call enquires Conducting customer loan interviews face to face for loans up to $20000Processing and approving loan applications up to $5000Servicing customers transaction needs – taking payments, changing direct details and answering queries

Conducting customer loan interviewsServicing customers transaction needs – taking payments, changing direct details and answering queriesDebt Collection - following up on dishonoured, identifying customers’ needs and negotiating payment plansBranch Administration, including daily reports to General Manage