Member Advice Specialist at Coast Capital

Elevate customer experiences as a Member Advice Specialist at Coast Capital in Queensborough. Provide personalized banking assistance while promoting financial well-being and fulfilling credit needs.
In this full-time position at the Queensborough Branch, you will engage with members to address their banking needs. You will have a vital role in offering solutions, selling products like mutual funds and term deposits, and setting up electronic services. A strong customer focus and the ability to work effectively as part of a team are essential for success.
Key Responsibilities:
• Deliver exceptional customer experiences in retail banking
• Engage members in discussions about financial well-being
• Adhere to policies and regulatory requirements
• Proactively offer solutions to customer inquiries
• Achieve sales and referral targets in a needs-based environment
Requirements:
• Certificate in Investment Funds in Canada or equivalent
• Minimum three years of ba...