Member Advice Specialist at Coast Capital
C
Coast Capital Savings
📍 surrey, metro vancouver regional district, Canada
Job Description
Join the Sunshine Hills Branch as a Member Advice Specialist. Deliver exceptional customer service by assisting members with their banking needs while promoting valuable financial products.
As a full-time Member Advice Specialist at Coast Capital, you will help customers with personal credit needs and bank services. You will utilize your knowledge of investments, lending, and customer engagement to nurture meaningful relationships. Your role will include uncovering sales opportunities and providing tailored financial solutions to enhance member satisfaction.
Key Responsibilities:
• Deliver positive customer experiences in retail banking
• Engage customers effectively in financial discussions
• Collaborate with team members for compliance and quality
• Provide helpful solutions and alternatives to inquiries
• Achieve sales and referrals targets consistently
Requirements:
• Certificate in Investment Funds in Canad...
As a full-time Member Advice Specialist at Coast Capital, you will help customers with personal credit needs and bank services. You will utilize your knowledge of investments, lending, and customer engagement to nurture meaningful relationships. Your role will include uncovering sales opportunities and providing tailored financial solutions to enhance member satisfaction.
Key Responsibilities:
• Deliver positive customer experiences in retail banking
• Engage customers effectively in financial discussions
• Collaborate with team members for compliance and quality
• Provide helpful solutions and alternatives to inquiries
• Achieve sales and referrals targets consistently
Requirements:
• Certificate in Investment Funds in Canad...