Financial Services Concierge

7 months ago

Whistler, Canada BlueShore Financial Full time

Financial Services Concierge

The Concierge personifies the Client Intimacy strategy and is the first point of contact for all BlueShore clients. As a Concierge you are responsible for anticipating and uncovering the needs of our clients and identifying sales opportunities upon their arrival to our Financial Spas. As well, this position promotes and educates our clients/potential clients on a wide variety of BlueShore Financial products and services to ensure Client Intimate sales and service.

BlueShore Financial is a financial boutique with a dynamic team committed to helping our clients improve their overall financial well-being. Thanks to our innovative strategy, rooted in expert advice and expertise, we continue to sustain excellent financial performance and receive high client satisfaction scores that outpace our competitors.

**Schedule**: Monday - Friday

**Employee Type**: Full Time

**Job Category**: Client Service and Sales

**Location**: Whistler Branch

**Key responsibilities of this role are**:
Welcomes clients, uncovers/identifies needs and directs/refers clients to the appropriate service delivery channel and/or other specialized staff within the branch; profiles clients/potential clients in an effort to assess needs and ensure sales opportunities are maximized; recognizes specific life events and educates clients on BlueShore Financial's products and services.
Builds rapport and trust with clients and branch staff. Actively uses the Four Pillars of Financial Wellness to ensure Client Intimate service.
Presents creative solutions to clients' queries or complaints.
Proactively promotes, demonstrates and sells alternate banking channels such as Online and Telephone Banking, ATM Services and the Solution Centre.
Works closely with the Managers and the financial services team to ensure a seamless flow of business between the two departments (branch work flow management); directs in-person branch traffic after identifying needs; facilitates personal introduction of client to branch specialist; works in conjunction with Advisory Associates when scheduling appointments for branch staff.

Qualifications and Experience

1-2 years' experience working in a financial institution
Strong customer service skills
Knowledge of lending and investment products an asset

Pay Transparency

Pay transparency is an important characteristic of our recruitment process and overall BlueShore culture which supports a diverse, equitable and inclusive workforce.

The target range of this role is $48,000 - $56,000. Employment offers are determined by knowledge, experience and internal equity. Plus competitive variable performance bonus.

**What BlueShore Financial can provide you**:
3 weeks of paid vacation to start, plus paid personal and wellness days
$1000 flexible work benefit to invest in clothes for work
A Performance Reward Program which pays a variable cash reward program recognizing the achievement of corporate, collaboration and personal goals
Continuing education assistance
Comprehensive Total Rewards Program including bonuses, pension, flexible benefits

**What BlueShore Financial needs from you**:
Recognize the strength that diversity, equity and inclusion brings
Forge relationships with colleagues for strong collaboration
Provide a premium level of service to all clients, internal and external
Communicate effectively and professionally
Exhibit a growth mind-set
Strive for continuous learning
Be a proactive thinker and problem solver
Demonstrate digital excellence
Be accountable for the risk responsibilities in your area

Be Richly Valued. At BlueShore Financial, our employees are as important as our clients. We strive to create a workplace culture of openness, empowerment, trust and passion. We are building an even stronger and better BlueShore by incorporating the values of diversity, equity and inclusion into our everyday practices. We believe in being curious, asking questions, and seeking to understand and embrace our differences. Our values unite our organization and are our guiding compass, but it is our exceptional employees that bring our corporate values to life. They are passionate about delivering exceptional client service and a banking experience that promises to impress.

From the moment you walk into one of our Financial Spas, you'll know you've arrived at a special place, where all the elements work together to stimulate the senses and create a distinctive atmosphere unlike any financial institution you've experienced. We embrace the West Coast lifestyle, while providing a premium and sophisticated experience for our clients and employees.

Got awards? At BlueShore Financial we are constantly innovating, connecting and improving to deliver exceptional client and employee experiences. As a result, we have grown to become an award-winning organization, garnering both local and national attention for our progressive practices. We've been formally recognized as one of "Canada's Most Admired Corpor

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