Customer Service Professional

5 days ago


Burnaby, British Columbia, Canada Coast Capital Savings Full time
Role Overview

We are seeking a dedicated and customer-focused professional to join our team as a Customer Service Professional - Financial Expert. In this role, you will be responsible for providing exceptional service to our members, helping them with their everyday banking needs, and promoting our products and services.

Key Responsibilities
  • Provide personalized advice to customers on various financial products and services.
  • Cultivate strong relationships with customers to understand their financial goals and objectives.
  • Analyze customer needs and identify opportunities to offer tailored solutions.

Requirements
  • Bachelor's degree in Finance or related field.
  • Minimum 3 years of experience in retail banking or a related field.
  • Excellent communication and interpersonal skills.


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