Banking Advisor at Coast Capital Queensborough

Location: New Westminster

Become a crucial part of member financial success as a Member Advice Specialist at Coast Capital in Queensborough. Engage with customers to provide tailored banking assistance and promote financial well-being in this full-time position.

At the Queensborough Branch, your role focuses on understanding and meeting the diverse banking needs of members. You will offer innovative solutions and assist with product sales, including mutual funds and term deposits. A strong customer-centric approach is essential, along with the ability to collaborate effectively within a team.

Key Responsibilities:

• Deliver high-quality customer experiences in retail banking

• Discuss and promote financial well-being with members

• Follow compliance and regulatory policies

• Offer proactive solutions to member inquiries

• Achieve sales and referral targets effectively

Requirements:

• Certificate in Investment Funds in Canada or equivalent

• At least three years of related banking experience

• Excellent relationship-building skills

• Post-secondary education in finance or a related area

• Strong multi-tasking and detail orientation

Utilize your banking expertise to elevate member satisfaction at Coast Capital's Queensborough Branch.
#J-18808-Ljbffr