Customer Relationship Advisor
6 days ago
Overview
Coast Capital Savings is a dynamic financial institution that values customer relationships and community involvement. As a Member Advice Specialist, you will be at the forefront of delivering exceptional customer experiences, promoting our products and services, and contributing to the growth and success of our organization.
About the Job
The estimated salary for this role is $60,000 - $70,000 per year, based on industry standards and location.
As a Member Advice Specialist, you will have the opportunity to work in a fast-paced environment, providing personalized financial solutions to customers, identifying sales opportunities, and collaborating with colleagues to deliver exceptional results.
Key Responsibilities
- Provide exceptional customer service, responding to customer inquiries and resolving issues promptly and professionally
- Sell and promote Coast Capital's products and services, including low-fee mutual funds, term deposits, RRSPs, and electronic banking services
- Work collaboratively with colleagues to identify sales opportunities and provide recommendations to customers
- Develop and maintain strong relationships with customers, understanding their financial needs and goals
- Stay up-to-date on product knowledge, regulatory requirements, and industry trends to provide informed advice to customers
Requirements
- 3+ years of experience in a bank or credit union, preferably in lending and investments
- Certificate in Investment Funds in Canada
- Strong communication and interpersonal skills, with the ability to build rapport with customers and colleagues
- Excellent problem-solving and analytical skills, with the ability to think critically and make sound decisions
- Ability to work in a team environment, prioritizing tasks and managing multiple responsibilities
- Familiarity with Coast Capital's products and services, with a willingness to learn and adapt to new technologies and systems
Benefits
- Purpose-driven culture, committed to inclusion and engagement
- Opportunities for professional growth and development, with training and mentorship programs available
- Flexible work arrangements, including myWork options for remote work
- Comprehensive benefits package, including health and dental insurance, retirement savings plan, and employee discounts
- Mortgage and auto financing benefits, saving thousands on personal loans and mortgages
- Award-winning culture, recognized as one of Canada's Best Managed Companies and BC Top Employers
- Reinvestment in the community, with over $90 million invested since 2000
- Employee volunteer program, doubling donations to Canadian charities and non-profits
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