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Financial Services Ambassador

2 months ago

Victoria, British Columbia, Canada Coast Capital Full time
About the Role

We are seeking a skilled and experienced Relationship Manager to join our team at Coast Capital Savings. As a key ambassador for our organization, you will be responsible for building and maintaining strong relationships with our members, providing them with expert advice and guidance on their financial needs.

Key Responsibilities
  • Develop and maintain a deep understanding of our members' financial needs and goals, and provide tailored solutions to meet those needs.
  • Work closely with our lending and investment teams to identify opportunities for growth and development, and to provide our members with access to a wide range of financial products and services.
  • Build and maintain strong relationships with our members, and provide them with exceptional customer service and support.
  • Stay up-to-date with industry trends and developments, and apply that knowledge to provide our members with the best possible advice and guidance.
  • Collaborate with our team to achieve sales targets and to drive business growth.
Requirements
  • Minimum 5 years of experience in a related field, with a strong background in lending and investments.
  • Proven track record of success in building and maintaining strong relationships with customers.
  • Excellent communication and interpersonal skills, with the ability to work effectively with a wide range of stakeholders.
  • Strong analytical and problem-solving skills, with the ability to think critically and make sound decisions.
  • Ability to work in a fast-paced environment and to prioritize multiple tasks and responsibilities.
What We Offer
  • A competitive salary and benefits package.
  • Opportunities for career growth and development.
  • A dynamic and supportive work environment.
  • Access to a wide range of training and development opportunities.
  • A comprehensive employee recognition and rewards program.
About Coast Capital Savings

We are a leading financial institution in Canada, with a strong commitment to providing our members with exceptional service and support. We are proud to be a Platinum member of Canada's Best Managed Companies, and to have been recognized as one of Canada's Most Admired Corporate Cultures.

We are committed to making a positive impact in our communities, and to supporting the well-being of our employees and members. We offer a comprehensive employee recognition and rewards program, and provide our employees with access to a wide range of training and development opportunities.