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Company | Coast Capital Savings |
Address | Brentwood Bay, British Columbia, Canada |
Employment type | FULL_TIME |
Salary | |
Category | Financial Services |
Expires | 2023-08-03 |
Posted at | 10 months ago |
At Coast Capital, we’re not dreaming about a better future, we’re building one.
- Get to know your member on a deeper level, no not through mind reading but by asking the right questions so you can deliver a positive and unexpected customer experience.
- Rub elbows with other teams in the branch network to uncover and refer general insurance, complex investment needs, personal insurance and small business needs.
- Engage your customers in the “Where You’re at Money Chat” and maximize every opportunity to help customers manage, save, grow and protect their financial well-being.
- Use your banking expertise to match your customer’s needs with our high quality core banking, lending and investment options.
- Help Coast change the way Canadians feel about banking, forever.
- You really like building relationships with a wide variety of people and want to help them with simple financial help.
- You are a big fan of team work and demonstrate your team spirit every day.
- You proudly hang your Investment Funds in Canada certificate in your office.
- Experience helping customers in either a bank or credit union for a minimum five years, with a minimum of two years of experience where you mastered complex lending and investments, and you used your x-ray vision to spot sales and referral opportunities.
- You are a sales pro, having regularly achieved your sales targets with one hand tied behind your back.
- You are excited to share with the world what you learned during your post-secondary education in finance, business administration or a related field. And you aren’t done learning; you have a desire to know more.
- You are a multi-tasker, able to efficiently and effectively prioritize and organize what needs to get done coupled with a high attention to detail.
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