Coast Capital Member Advice Specialist Role
Coast Capital, part of the Coast Capital Savings Federal Credit Union family of brands • delta, Canada
Role Description
Join Coast Capital as a Member Advice Specialist at the Tsawwassen Branch, focusing on delivering exceptional banking experiences and financial guidance. Engage with customers to help them navigate their banking needs.
In this full-time position, you'll play a crucial role in enhancing member satisfaction while promoting services such as Chequing accounts and Term deposits. Your ability to provide personalized financial advice will elevate customer interactions. Collaborate successfully with team members to ensure compliance and regulatory standards are met.
Key Responsibilities:
• Facilitate positive customer experiences in retail banking
• Conduct engaging financial discussions with clients
• Work with the team to ensure all policies are followed
• Propose effective solutions to diverse customer inquiries
• Meet sales and referral goals through customer needs assessment
Requirements:
• Certificate in Investment Funds in Canada mandatory
• At least three ...
In this full-time position, you'll play a crucial role in enhancing member satisfaction while promoting services such as Chequing accounts and Term deposits. Your ability to provide personalized financial advice will elevate customer interactions. Collaborate successfully with team members to ensure compliance and regulatory standards are met.
Key Responsibilities:
• Facilitate positive customer experiences in retail banking
• Conduct engaging financial discussions with clients
• Work with the team to ensure all policies are followed
• Propose effective solutions to diverse customer inquiries
• Meet sales and referral goals through customer needs assessment
Requirements:
• Certificate in Investment Funds in Canada mandatory
• At least three ...