Customer Retention Adviser

Global Finance is looking for a Customer Retention Adviser to help join its Retention Team to help customers manage their existing home loans.

Global Finance is an Accredited Employer. Applicants who have recently migrated to NZ on partnership visa or have open work visa can be considered. Candidates living in other cities in NZ but willing to relocate to Auckland will also be considered.

Global Finance has settled over $14 billion in mortgage and personal risk insurance and have been in the industry for more than 25 years. We have won over 50+ industry awards making it one of the leading advisory practices in the country.


Having already worked in a customer oriented environment, your role at the company will involve:

Contact existing customers in a timely manner to remind them about their home loan renewal or maturity.
Liaise with the customers to understand their present and future home loans needs or any challenges with the repayment of the mortgages.
Negotiate with their existing bank the best interest rates that can be offered.
Advise the customers on offers available in other banks and check their eligibility.
Liaise with internal Mortgage Advisers to ensure the customers receive sound advice on their mortgages.