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Financial Service Representative

1 week ago

Burnaby, British Columbia, Canada Coast Capital Savings Full time
About Us

At Coast Capital Savings, we're committed to building better futures for our members and employees. As a member-owned cooperative, we're driven by a passion for helping people achieve their financial goals. Our team of experts is dedicated to providing exceptional service and support, and we're always looking for talented individuals to join our ranks.

Job Summary

This is an exciting opportunity to join our team as a Customer Financial Advisor. In this role, you'll have the chance to make a real difference in people's lives by providing personalized financial guidance and support. You'll work closely with customers to understand their needs and preferences, and develop tailored solutions to meet their financial objectives.

Key Responsibilities

- Develop and maintain relationships with existing customers
- Identify and pursue new business opportunities
- Provide expert advice on financial products and services
- Collaborate with internal stakeholders to ensure seamless delivery of services

Requirements

- 3+ years of experience in a related field
- Strong understanding of financial products and services
- Excellent communication and interpersonal skills
- Ability to work independently and as part of a team

What We Offer

- Competitive compensation package
- Comprehensive benefits program
- Opportunities for professional growth and development
- Collaborative and dynamic work environment