Client Solutions Advisor

Become a Client Solutions Advisor at Lakeshore Centre, Kelowna, BC, where you’ll deepen relationships through sales of banking solutions. Join a diverse team focused on results and customer experience.

In this dynamic role, you will onboard customers purchasing mortgages and enhance their banking experience through tailored solutions. With flexible hours and opportunities for virtual connections, your strong sales skills will be essential. Ideal candidates have a background in sales, effective time management, and a passion for fostering relationships.

Key Responsibilities:

• Onboard mortgage customers and enhance their banking journeys

• Develop and maintain strong relationships with clients

• Meet customers both virtually and in person

• Utilize lead generation tools to meet sales targets

• Offer personalized banking solutions and advice

Requirements:

• Proven sales experience in any industry

• Strong interpersonal and communication skills

• Availability for variable hours, including weekends

• Effective organizational skills and self-motivation

• Valid driver’s license and personal transportation

Bring your sales expertise and passion for customer service to make a real impact at Lakeshore Centre.
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