Customer Relationship Advisor

6 days ago


Abbotsford, British Columbia, Canada Coast Capital Full time

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

  • Service Advisor

    3 weeks ago


    Abbotsford, British Columbia, Canada First Truck Centre Full time

    Position OverviewWe are seeking a highly skilled Service Advisor to provide exceptional customer service and support to our customers at First Truck Centre. The successful candidate will be responsible for creating a high-quality customer experience by greeting customers, booking appointments, writing up work orders, and scheduling repairs.Key...


  • Abbotsford, British Columbia, Canada TD Bank Full time

    Job Summary:The Senior Relationship Manager, Agricultural Services is a key role within TD Bank, responsible for delivering exceptional customer experiences while driving profitable business growth. This role is accountable for building new relationships and deepening existing customer relationships for both credit and non-credit products/services.Key...


  • Abbotsford, British Columbia, Canada TD Bank Full time

    Job Summary:The Senior Relationship Manager, Agricultural Services is a key role within TD Bank, responsible for delivering exceptional customer experiences while driving profitable business growth. This role is accountable for building new relationships and deepening existing customer relationships for both credit and non-credit products/services.Key...


  • Abbotsford, British Columbia, Canada Hub International Canada West ULC (Canada West) Full time

    Are you a detail-oriented and customer-focused individual looking for a challenging role in the insurance industry?We are seeking a highly motivated and organized Auto Insurance Advisor to join our team at HUB International Canada West ULC (Canada West). As an Auto Insurance Advisor, you will be responsible for advising new and existing clients on how to...

  • Beauty Advisor

    4 weeks ago


    Abbotsford, British Columbia, Canada Hudson's Bay Full time

    Job Title: Beauty Advisor - Expert Beauty ServicesJob Summary: We are seeking a skilled Beauty Advisor to join our team at Hudson's Bay. As a Beauty Advisor, you will be responsible for providing exceptional customer service and expert beauty advice to our clients.Key Responsibilities:* Provide personalized beauty consultations to customers* Offer expert...


  • Abbotsford, British Columbia, Canada Trotman Auto Group Full time

    Exciting Opportunity at Trotman Auto GroupAbout the RoleThe Service Advisor is a key member of our team, responsible for providing exceptional customer service to all Service clients. This includes initiating automotive services and repairs by ascertaining performance problems, verifying warranty and service contract coverage, and developing estimates of...


  • Abbotsford, British Columbia, Canada Scotiabank Full time

    About This RoleWe are seeking a highly skilled and experienced Senior Financial Advisor to join our team in Abbotsford, Canada.Job DescriptionThis is an exciting opportunity for a results-driven professional to take on a leadership role in developing and deepening client relationships. As a Senior Financial Advisor, you will focus on providing high-quality...


  • Abbotsford, British Columbia, Canada Scotiabank Full time

    About the RoleAs a Small Business Sales and Relationship Manager at Scotiabank, you will play a crucial role in helping small business owners achieve their financial goals. This is a highly rewarding opportunity to join a forward-thinking company that values customer-centric relationships and is committed to making a difference in the community.Key...


  • Abbotsford, British Columbia, Canada The Toronto-Dominion Bank (Canada) Full time

    Job SummaryThe Senior Relationship Manager, Agricultural Services is a key role within our organization, responsible for delivering exceptional customer experiences while driving profitable business growth. This individual will be accountable for building new relationships and deepening existing customer relationships for both credit and non-credit...


  • Abbotsford, British Columbia, Canada TD Bank Full time

    As a Senior Relationship Manager, Ag. Services, you will be accountable for delivering a superior customer experience while driving profitable business growth, in line with business strategy. You will build new relationships and deepen existing customer relationships for both credit and non-credit products/services, and develop a shadow portfolio of target...

  • Product Advisor

    4 weeks ago


    Abbotsford, British Columbia, Canada OpenRoad Auto Group Full time

    Unlock Your Potential as a Product AdvisorAt OpenRoad Auto Group, we're committed to delivering exceptional customer experiences and driving sales success. As a Product Advisor, you'll play a key role in helping customers find their dream vehicles and providing top-notch service throughout the sales process.Key Responsibilities:Provide personalized vehicle...


  • Abbotsford, British Columbia, Canada Scotiabank Full time

    What you'll be doing: Manage an assigned portfolio of high value and/or complex small business owner relationships to achieve retention and other negotiated goals while meeting Scotiabank's Service StandardCreating a strong presence within the local business community by developing relationships with various Centres of InfluenceProactively engage with new...

  • Product Advisor

    1 month ago


    Abbotsford, British Columbia, Canada OpenRoad Auto Group Full time

    Unlock Your Potential as a Product AdvisorAt OpenRoad Auto Group, we're committed to delivering exceptional customer experiences and fostering a culture of growth and innovation. As a Product Advisor, you'll play a vital role in helping our customers find their perfect vehicle, while also driving sales and revenue for our dealership.Key...

  • Parts Advisor

    1 month ago


    Abbotsford, British Columbia, Canada Trotman Auto Group Full time

    About the RoleThe Parts Advisor is responsible for providing excellent customer service to all Parts clients, as well as the efficient and profitable ordering, stocking, and sale of automotive parts.Key Responsibilities:Efficiently assist customers (internal and external) with the highest level of service in order to grow sales within the...


  • Abbotsford, British Columbia, Canada Royal Bank of Canada Full time

    Company OverviewRoyal Bank of Canada (RBC) is a leading financial institution dedicated to providing innovative banking solutions to individuals, businesses, and communities.SalaryThe estimated annual salary for this role is $85,000 - $110,000 CAD, commensurate with experience and qualifications.Job DescriptionIn this exciting Client Advisor role at RBC, you...


  • Abbotsford, British Columbia, Canada Trotman Auto Group Full time

    An exciting opportunity awaits at Trotman Auto Group, one of Canada's Best Managed Companies.We are seeking an experienced Parts Operations Specialist to join our Abbotsford Chrysler team. If you're passionate about cars and excel in a fast-paced environment, this is the role for you!About the Role:As a key member of our Fixed Operations team, the Parts...


  • Abbotsford, British Columbia, Canada Co-operators Full time

    Embrace a challenging role as an Insurance Policy Advisor at Co-operators, where you will play a crucial part in shaping the future of insurance services.This is an extraordinary opportunity to utilize your exceptional communication skills and technical knowledge to deliver top-notch insurance solutions to our valued clients.As an Insurance Policy Advisor,...


  • Abbotsford, British Columbia, Canada GFL Environmental Full time

    GFL Environmental is seeking a skilled Service Writer/Advisor to join our team in Abbotsford, BCThe ideal candidate will be responsible for creating and monitoring work orders, tracking PM repairs, and scheduling repairs accordingly.Key responsibilities include:Entering hours and mileageFiling DVIRsOrdering and picking up parts as requiredGFL Environmental...


  • Abbotsford, British Columbia, Canada Trans Mountain Full time

    Job Title: Senior Security AdvisorTrans Mountain is seeking a Senior Security Advisor to assist in the development and implementation of Security Programs and contribute to the Integrated Safety and Loss Management System (ISLMS).The successful candidate will develop risk management strategies to mitigate security risks to Trans Mountain personnel and...


  • Abbotsford, British Columbia, Canada Scotiabank Full time

    At Scotiabank, we are seeking a skilled Business Development Advisor to join our team. This role will focus on developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.The ideal candidate will be responsible for following a comprehensive financial planning framework to focus on investment...