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Customer Specialist - Duncan, BC, Canada - Coast Capital Savings
Description
Job Type:
Full Time
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.
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.Getting a natural high from delivering positive and unexpected customer experience through general retail banking
~ Having fun 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
~ Mostly we just need people who are 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.
~ You are excited to share with the world what you learned during your post-secondary education in finance, business administration or a related field. You proudly hang your Investment Funds in Canada certificate in your office.
~ You really like building relationships with a wide variety of people and want to help them with simple financial help.
~ Equity, Diversity & Inclusion at Coast Capital
We are committed to building better, brighter, more inclusive futures for everyone - including our employees. At Coast Capital, we are committed to equity, diversity and inclusion.
We strongly encourage applications from Indigenous Peoples, Black, and racialized persons, persons with disabilities, people of diverse sexual and gender identities and women.
We value applicants who have demonstrated a commitment to equity, diversity and inclusion and recognize that diverse perspectives, experiences and expertise benefit of our employees, our members, and our community.
It informs the advice we provide our members, the experiences and products we create, and the programs we build to support our employees and communities.
~ Many employees have spent decades, and sometimes their entire careers, with Coast Capital and have progressed from the frontlines to senior leadership.
~ In response to COVID-19 we launched myWork, which gives employees flexibility in where they work based on the nature of their role.
~ Retirement options. That's why we offer the choice of a defined contribution or defined benefit pension plan or RSP's.
~ Mortgage and auto financing benefits . Employees save thousands on their mortgages and auto loans with best-in-category benefits.
~ We recognize excellence throughout the year, through an online community that lets employees give kudos and thanks throughout the year. We're a Platinum member of Canada's Best Managed Companies and are regularly recognized by Canada's Most Admired Corporate Cultures and the BC Top Employers Awards.
~ We reinvest 10% back into the community. When we do well, our communities do well. That's why since 2000 we've invested over $90 million into our member's communities.
~ Through our employee volunteer program, Coast Capital donates $10 for every hour you volunteer to a Canadian charity or non-profit of your choice.
D&I at Coast At Coast Capital, we value diversity, equity and inclusion.
We don't just accept differences - we celebrate, support, and we thrive on them for the benefit of our employees, our members, and our community.
We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. #
