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Customer Engagement Specialist
3 months ago
Position Overview:
At Coastal Community Credit Union, we are the premier financial institution serving the stunning regions of Vancouver Island and the Gulf Islands. We are currently seeking a Customer Engagement Specialist who is passionate about improving the financial well-being of our members and possesses a strong background in both sales and customer service.
Role Responsibilities:
As a Customer Engagement Specialist, you will operate under direct supervision to facilitate a range of financial and non-financial transactions for our esteemed members, ensuring compliance with established protocols. Your role will be pivotal in fulfilling our mission to foster relationships that enhance financial health, enrich lives, and cultivate thriving communities.
Your key responsibilities will include:
- Efficiently processing various transactions to cater to our members' needs.
- Delivering sales and service insights to inform members about new offerings and updates to existing services.
- Handling telephone inquiries with professionalism.
- Assisting members with access to safety deposit boxes.
- Completing end-of-day processing and balancing in accordance with established procedures.
- Executing additional related tasks as assigned.
Candidate Profile:
We are looking for individuals with:
- A secondary school diploma with a focus on academics.
- One year of post-secondary education.
- Up to one year of experience in a sales and service role.
Ideal candidates will demonstrate:
- Keyboarding skills of at least 40 wpm and familiarity with computer terminology, along with proficiency in Windows applications such as Outlook, Word, and Excel.
- Exceptional communication abilities, allowing for clear and concise information transfer to members.
- Strong listening skills to engage members effectively and identify their immediate financial needs.
- The capability to multitask, utilizing keyboarding and internet navigation skills while interacting with members.
- Interviewing skills with the ability to ask insightful questions and adapt to various member inquiries.
If you are a friendly problem solver committed to personal growth and continuous learning, you will thrive in our environment.
About Coastal Community:
With over 70 years of experience, Coastal Community is proud to be 100% member-owned and locally operated. Our operations, Board of Directors, and employees are all based in the regions we serve, ensuring that all decisions are made locally. We are a growing organization with over $2.5 billion in assets, serving more than 100,000 members through our extensive network of branches and offices.
We believe in making meaningful contributions to our communities, having donated $2.5 million to local partners in the past five years alone.
Joining Coastal Community means becoming part of an exceptional team, engaging in meaningful work, and enjoying a fulfilling career. We offer a comprehensive total rewards package and prioritize work-life balance, ensuring that our employees have the opportunity to thrive both personally and professionally.
Our total rewards package includes an extensive benefits plan, an impressive employer-paid RRSP contribution, investments in education and training, and various banking perks.
We invite you to explore this opportunity and discover how you can contribute to our mission.
