Job Description
Drive member satisfaction and financial health as a Part-Time Account Representative at Coastal Community in Duncan, BC. Leverage your financial expertise for impactful sales and service.
In this role, you’ll join Coastal Community to serve Vancouver Island through lending and financial solutions. You will need a minimum of three years in financial services or related education. Your responsibilities will include conducting interviews to discover member needs, authorizing transactions, and resolving service issues as they arise.
Key Responsibilities:
• Drive sales excellence through member service strategies
• Use interviewing skills to match needs with products
• Proactively manage referrals across services offered
• Resolve member concerns beyond your authority
• Ensure quality service across various financial transactions
Requirements:
• At least three years’ experience in financial services
• Completed MSR Level 2 training
• Familiarity with lending...
In this role, you’ll join Coastal Community to serve Vancouver Island through lending and financial solutions. You will need a minimum of three years in financial services or related education. Your responsibilities will include conducting interviews to discover member needs, authorizing transactions, and resolving service issues as they arise.
Key Responsibilities:
• Drive sales excellence through member service strategies
• Use interviewing skills to match needs with products
• Proactively manage referrals across services offered
• Resolve member concerns beyond your authority
• Ensure quality service across various financial transactions
Requirements:
• At least three years’ experience in financial services
• Completed MSR Level 2 training
• Familiarity with lending...