Join Coast Capital as a full-time Financial Advisor at the Metrotown Branch, where your sales expertise and customer service shine. Engage with members and assist them in fulfilling their banking needs.
As a Member Advice Specialist at Coast Capital, you will utilize your financial knowledge from a related field, ideally with at least three years of experience in banking. Your role involves selling investment products, offering credit solutions, and setting up electronic services. Collaborating within the branch, you will help achieve sales and referral targets while providing unexpected positive experiences to members.
Key Responsibilities:
• Deliver exceptional customer service and banking advice
• Engage clients in financial discussions to improve their wellbeing
• Ensure compliance with bank policies and regulatory requirements
• Offer tailored financial solutions and alternative products
• Meet sales and referral targets for financial products
Requirements:...