Customer-Centric Member Advice Specialist

Elevate customer service as a Member Advice Specialist at Coast Capital's Tsawwassen Branch. You'll engage with members to enhance their banking experiences and meet their financial needs through personalized service.

This full-time role demands a strong sales focus and the ability to spot opportunities for our products and services. With a minimum of three years in banking or credit unions, you'll assist members with credit, investment needs, and electronic services setup. Your expertise will help drive satisfaction and loyalty among our customers.

Key Responsibilities:

• Deliver exceptional customer experiences in retail banking

• Conduct engaging financial conversations with clients

• Ensure compliance with policies and regulatory requirements

• Proactively offer tailored solutions to customer inquiries

• Meet sales and referral targets in a dynamic environment

Requirements:

• Certificate in Investment Funds in Canada required

• Minimum three years of banking or credit union experience

• Post-secondary education in finance or business administration

• Strong skills in relationship building and teamwork

• Detail-oriented with effective multi-tasking abilities

Bring your sales acumen and customer care to Coast Capital and make an impact in financial lives.
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