Client Retention Specialist WealthONE Hybrid

Join WealthONE as a Client Retention Specialist, managing mortgage renewals and enhancing client loyalty. This hybrid role combines proactive outreach and effective relationship management.

Reporting to the Team Leader, you will focus on retaining mortgage clients through personalized solutions and superior service. Your responsibilities include negotiating terms, assessing financial needs, and ensuring compliance across the renewal process while tracking outcomes in CRM systems.

Key Responsibilities:
• Manage a proactive pipeline for upcoming renewals
• Present tailored renewal options to clients
• Assess client financial situations and recommend solutions
• Negotiate competitive rates and terms
• Track client interactions and renewal opportunities

Requirements:
• 2–5 years in financial services or banking
• Experience in retention and customer relationship management desired
• Strong negotiation an...