Finance Sales Specialist - Kumeu, AKL

About MTF Finance Kumeū

When you join MTF Finance Kumeū, you’re joining team who share a deep passion for the communities we serve and doing the best for our customers, while also having an unwavering commitment to help our own people learn, grow, and thrive.

We’re seeking a motivated individual with a genuine enthusiasm for sales, lending, and delivering exceptional customer service. This position provides a great opportunity to grow your career with a well-established national brand while playing a key role within our dedicated and supportive team.

At MTF Finance, we specialise in providing asset finance and personal loans to both individuals and businesses. We conduct our own lending assessments and proactively identify sales opportunities. Our approach centres on putting people first, which means truly understanding each customer’s situation and making thoughtful, responsible lending decisions.

Success in this role requires strong analytical and communication skills, as you’ll be working closely with customers from lead generation to loan management.

This role requires someone who is energetic, highly driven and with a strong customer focus.  You will have a high desire to succeed and can identify new opportunities to grow and meet company objectives.

Key Accountabilities:

• Identify, build and maintain excellent customer relationships
• Become an expert in our product offerings ensuring clients understand the full range of options available.
• Maintenance of existing customer database and use for referrals
• Assist with the development and promotion of the MTF Finance brand in the market while professionally attending networking events as required.
• Processing and analysing  each stage of the application process and ensure applications and documentation are processed in accordance with established policy, and relevant regulatory requirements.
• Arrears management combined with the rest of the team
• Ensuring your work is completed accurately, efficiently, professionally and ethically.
• Any other duties that may be reasonably required by the employer from time to time.

Essential attributes and capabilities:

• Previous experience in a sales consultant role or with a financial services company
• Sound understanding of sales process, with strong negotiation and communication skills.
• Proven experience in meeting sales targets and objectives.
• Understanding of the following Acts, and the ability to work within these regulations:
  
  • Credit Contracts and Consumer Finance Act 2003 (CCCFA)
  • Privacy Act 2020
  • Fair Trading Act 1986
  • Credit (Repossession) Act 1997
  • Anti-Money Laundering and Countering Financing of Terrorism Act 2009 (AML/CFT)
• Excellent relationship building and time management skills.
• Organised and efficient with high levels of accuracy and attention to detail.
• High levels of integrity and privacy, able to maintain strict confidentiality.

Need to know:

• You’ll be working from our office located in Kumeū.
• You’ll be work closely with a very small, dynamic team, contributing to both customer service excellence and broader company initiatives.
• The start date for this role is flexible and will begin as soon as you’re available.

This role offers a competitive remuneration package, and we welcome all new team members to the company with a comprehensive in-house induction and ongoing training.

Please contact Gerrie at [email protected] with your current CV, detailing why you think this role is for you. Please note, only shortlisted candidates will be contacted.