Member Advice Specialist - Clearbrook Branch
About The Position
When you visit a Coast branch, you’re greeted with a line of smiling faces ready to help you with your everyday banking needs. Our friendly Member Advice Specialists are sales and customer service superstars who bring our “How can we help you?” brand to life with every member they interact with. Imagine helping our members with Fulfilling basic personal credit needs, selling and handling Low Fee More for Me Mutual Funds, Term deposits, RRSPs, Setting up electronic services like our internet banking, opening free Chequing accounts, adding overdraft protection to help avoid those nasty NSF charges. But it doesn’t end there, Member Advice Specialists do two other very importing things. First, they are sales pros. They uncover opportunities where we can better help our members with our fantastic line-up of products and services. Next, they figure out who in the company can best help that member, be it themselves or another teammate.
Requirements
- Comfortable helping customers with simple financial help and promoting our products and services
- Experience helping members in either a bank or credit union for a minimum three years, preferably where you mastered lending and investments, and you used your x-ray vision to spot sales and referral opportunities
- Post-secondary education in finance, business administration or a related field
- Certificate in Investment Funds is a requirement
- Ability to build relationships with a wide variety of people and help them with simple financial help
- Teamwork and team spirit
- Ability to multi-task, efficiently and effectively prioritize and organize what needs to get done coupled with a high attention to detail
Nice To Haves
- Desire to know more about finance
Responsibilities
- Delivering positive and unexpected customer experience through general retail banking
- Engaging customers in the “Where You Are At Money Chat” to help your customer to save, grow, protect and improve their financial well-being
- Working as a high-performing team member within the branch to ensure all checks and balances are completed around policies and regulatory requirements
- Proactively and creatively offer helpful solutions and alternatives to customer inquiries
- Achieving sales and referrals targets in a needs based sales environment
Benefits
- We see the potential in our employees to achieve amazing things and want to invest in your future.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
Number of Employees
501-1,000 employees
