Lending Specialist, Advice Centre

2 months ago

Surrey, Canada Coast Capital Full time

Location(s):  Help Headquarters 

Job Type:  Full Time 

myWork Options:  Hybrid

Starting Salary Range: $63k to $70k

Background Screening Requirement:  

Enhanced Criminal Record Check  Credit Check  Identity Verification  Education Verification Employment Verification References

What’s the job?

Are you looking for a dynamic role in client relationship management and lending services? Join us as a Lending Specialist, where you'll maximize business opportunities through exceptional member experiences across various channels (phone, email and online). You will provide personalized lending services, fulfill sales and growth needs in lending, while uncovering and recommending value added services, while also collaborating with cross-functional teams to ensure top-notch customer service. If you thrive in a fast-paced environment and excel in telephone sales, this role offers the perfect opportunity to showcase your skills. The contact center operates on a six-day shift, 12 hours per day, flexibility in working shifts of varying hours and a knack for dealing with customers effectively are essential.

What you’ll get to do:

Accurately and promptly process all administrative transactions related to the credit function such as: completing the payment alteration form related to payment suspensions, reductions, frequency and interest rates, internal and external pre-authorized payment changes, interest paid statements and booking retail branch lending appointments when requested. Where appropriate, and in conjunction with the Contact Centre Management Team, be actively involved in the community to foster the image and reputation of Coast Capital Savings (CCS). Provides coaching, training, and mentorship to peers, encouraging and providing cross-sharing of knowledge, on-the job applications and experience among team members and between teams. Provide high quality lending advice and services to customers specific to lending and banking products. Through inbound and outbound telephone contact contributing significantly towards growth and retention. Consistently achieves sales and referral targets in a needs-based sales environment, contributing significantly to the growth in business. Manage the relationship building process to ensure a consistent image in service and delivery both externally, to attract new members, and internally to retain and build on previously established relationships with Coast Capital Saving. Accountable for ensuring all transactions comply with CCS policies and procedures while adhering to external regulatory guidelines.

Who are we looking for?

A minimum of 4 – 6 years of direct sales experience in Financial Services with an emphasis on sales and service in a lending capacity or successful completion of the corporate approved lending program. High School Diploma with some formal post-secondary education (minimum certificate level) in the areas of banking, lending, financial planning, business, commerce, entrepreneurship, finance, or marketing. Formal Diploma and/or Degree Program are assets. Personal pursuit of additional education in preparation for further growth opportunities is expected. Proficient knowledge in all relevant banking technology systems. Intermediate knowledge of applicable word-processing and spreadsheet programs. Solid understanding and up-to-date knowledge of all Coast Capital products and services. Proficient understanding of credit products and services to identify opportunities and make quality referrals. Demonstrated sales skills and producing results. Completion of the Core Banking Development Program and the Credit Skills Development Program. Ability to build productive customer relationships and deal effectively and promptly with customer complaint. Able to effectively multi-task, prioritize with strong organizational skills. Excellent verbally and written communications.

Why join Coast Capital Savings?

Purpose is our North Star. We look at everything through our purpose. It informs the advice we provide our members, the experiences and products we create, and the programs we build to support our employees and communities. Committed to inclusion and engagement. We have an ongoing focus on equity, diversity, and inclusion and routinely track how we’re doing, and what we need to do to keep improving. We foster a culture where everyone can feel safe to be who they really are and thrive. A career that grows with you. We believe in developing our people and promoting from within. Many employees have spent decades, and sometimes their entire careers, with Coast Capital and have progressed from the frontlines to senior leadership. Work where you’re most effective. In 2020 the world changed, and that includes how we work. In response to COVID-19 we launched myWork, which gives employees flexibility in where they work based on the nature of their role. Benefits that flex to the needs of you and your family. We offer comprehensive, customizable benefits for you and your family, so you can choose what fits best for you and your lifestyle. Retirement options. We also take care of our employees once they retire. That’s why we offer the choice of a defined contribution or defined benefit pension plan or RSP’s. Mortgage and auto financing benefits. Employees save thousands on their mortgages and auto loans with best-in-category benefits. Real Recognition. We recognize excellence throughout the year, through an online community that lets employees give kudos and thanks throughout the year. We’re human, which means we like to have fun with events, celebrations, and recognition throughout the year. An award winning culture. We’re a Platinum member of Canada’s Best Managed Companies and are regularly recognized by Canada’s Most Admired Corporate Cultures and the BC Top Employers Awards. We reinvest 10% back into the community. When we do well, our communities do well. That’s why since 2000 we’ve invested over $90 million into our member’s communities.  Double your impact. Through our employee volunteer program, Coast Capital donates $10 for every hour you volunteer to a Canadian charity or non-profit of your choice.

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