Question
Full-time
0-2

יועץ.ת משכנתאות

11/17/2025

The role involves providing mortgage consulting services, including assessing client financing needs and guiding them through the mortgage approval process. Responsibilities also include responding to client inquiries and conducting meetings with potential and existing clients.

Working Hours

40 hours/week

Company Size

5,001-10,000 employees

Language

Hebrew

Visa Sponsorship

No

About The Company
Founded in 1935, Israel Discount Bank is a prominent financial institution with a rich history, establishing itself as a leading banking corporation in the region. Discount Bank caters to diverse customer segments, including households, small and mid-sized businesses, large corporations and institutes, and private banking offering a wide range of high-quality banking services tailored to each segment. Innovation and customer satisfaction are central to Discount Bank's mission, reflected in services such as a user-friendly website, SMS services, and a unique "Mafteah Discount" credit card that rewards home and business purchases. Discount Group operates abroad through IDB New York, the largest Israeli Bank operating overseas with branches in the New York area, Florida and California, focusing on the business-commercial sector and private banking. Holdings include Mercantile Discount Bank (MDB), specializing in services for small businesses, households, and local authorities. Discount Capital, Tafnit Discount Asset Management, and PayBox are integral components of the Discount Group, enhancing the array of financial solutions provided. Discount Bank is deeply committed to community involvement and supports social mobility through education and work initiatives, positively impacting Israeli society. The bank actively collaborates with FinTech companies to deliver cutting-edge financial services tailored to customer needs. Discount Bank's strategic plan for 2021-2025 focuses on solidifying its position as a top-tier financial institution, delivering value to both shareholders and customers. At its core, Discount Bank remains dedicated to community involvement and significantly contributes to social and cultural projects, aligning with its commitment to creating a positive impact on society.
About the Role

בנק דיסקונט מגייס יועצ.ת משכנתאות- הכשרה מלאה עלינו!!

קליטה כעובד.ת בנק החל מהיום הראשון, בונוסים והטבות, אופציות קידום והתפתחות אישית ומקצועית ועוד.

העבודה כוללת: מתן ייעוץ בתחום המשכנתאות כולל אפיון צרכי המימון של הלקוח, ניתוח יכולת ההחזר שלו וליווי הלקוח בתהליך קבלת המשכנתא החל מאישורה ועד להעמדתה בפועל

תחומי אחריות:

  • הבנת צרכי המימון של הלקוח, ומטרת המשכנתא
  • מתן אישור עקרוני ראשוני לקבלת משכנתא והכנת התיק
  • מענה טלפוני ללקוחות בנושא משכנתא קיימת/חדשה בכל ערוצי התקשורת
  • קיום פגישות עם לקוחות חדשים/פוטנציאלים או לקוחות קיימים
  • טיפול וגיוס בקליטת לקוחות חדשים (פתיחת חשבונות) תוך התאמת מוצרים לצרכיהם 

Requirements

  • תואר ראשון- חובה
  • ניסיון בתחום המשכנתאות/קורס בתחום המשכנתאות- יתרון
  • ניסיון בעבודה מול לקוחות
  • אוריינטציה מכירתית

 


Key Skills
Mortgage ConsultingClient Needs AssessmentFinancial AnalysisCustomer ServiceSales Orientation
Categories
Finance & AccountingCustomer Service & SupportSales
Benefits
BonusesBenefitsPromotion OpportunitiesPersonal Development
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