Wealth Mortgage Client Care Officer

Citi Handlowy

Not specified
2-3 years financial services experience
Strong mortgage product knowledge
Proven client retention track record
Citi Handlowy is seeking a Wealth Mortgage Client Care Officer to provide exceptional support to existing mortgage clients, focusing on client retention and relationship building. The ideal candidate will possess strong communication and problem-solving skills, along with a solid understanding of mortgage products and a commitment to client satisfaction

Job Summary

  • This role serves as the primary contact for existing mortgage clients, managing both inbound inquiries and proactive outreach to drive retention.
  • The officer is responsible for resolving account issues, educating clients on digital tools, and collaborating with Client Advisors to deepen banking relationships.
  • Candidates must demonstrate exceptional problem-solving skills and the ability to articulate value propositions to mitigate attrition risks.

Matching Summary

Match Score: 85

Citi Handlowy is seeking a Wealth Mortgage Client Care Officer to provide exceptional support to existing mortgage clients, focusing on client retention and relationship building. The ideal candidate will possess strong communication and problem-solving skills, along with a solid understanding of mortgage products and a commitment to client satisfaction.

Skills & Requirements

Must-have

  • 2-3 years financial services experience
  • Strong mortgage product knowledge
  • Proven client retention track record
  • Excellent verbal communication skills
  • CRM system proficiency

Nice-to-have

  • Wealth management product understanding
  • De-escalation of difficult situations
  • Empathetic client service approach
  • Digital self-service education skills

Key Requirements

  • Bachelor's degree or equivalent experience
  • Minimum 2-3 years in client-facing financial services
  • Solid understanding of mortgage servicing processes

Work Rights

Not specified

Tailored Resume

Cover Letter