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Customer Service Representative

2 months ago

Abbotsford, British Columbia, Canada Coast Capital Full time
Job Title: Customer Advice Specialist

Are you passionate about helping others and providing exceptional customer service? Do you have a knack for understanding financial needs and finding solutions? We're looking for a Customer Advice Specialist to join our team at Coast Capital Savings

About the Role:

As a Customer Advice Specialist, you will be the face of our organization, providing personalized advice and guidance to our members. You will work closely with our members to understand their financial goals and objectives, and provide tailored solutions to help them achieve their goals.

Key Responsibilities:
  • Provide exceptional customer service and advice to members
  • Assess members' financial needs and provide personalized solutions
  • Work closely with members to understand their financial goals and objectives
  • Develop and maintain relationships with members to ensure their ongoing financial well-being
  • Stay up-to-date on Coast Capital Savings products and services to provide informed advice to members
Requirements:
  • 3+ years of experience in a customer-facing role, preferably in the financial services industry
  • Strong understanding of financial products and services
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment and prioritize multiple tasks
  • Certificate in Investment Funds in Canada
What We Offer:
  • A dynamic and supportive work environment
  • Opportunities for professional growth and development
  • A comprehensive benefits package
  • A competitive salary and bonus structure
  • The chance to make a real difference in the lives of our members

We're committed to creating a diverse and inclusive workplace, and we welcome applications from candidates of all backgrounds. If you're passionate about helping others and providing exceptional customer service, we encourage you to apply for this exciting opportunity