Customer Banking Specialist

Description:

If you’re looking to launch or continue to grow a long-term career in the financial industry with one of BC’s Top Employers, this is the opportunity for you. Don’t worry if you don’t have industry experience yet. We provide 6-8 weeks of full-time training to start to help you develop your long-term career in the Financial Services industry. This is a full-time role (37.5 hours per week) where you’ll work at our Head Office in Surrey with the option of working hybrid from home after passing training and probation.

What you’ll get to do:

• Provide professional, timely customer service over the phone and email to our members, and be comfortable with proactively recommending Coast Capital products to support our member’s financial health.
• Assist members with their financial goals, including; setting up their online banking, opening a Free Chequing account, adding overdraft protection, assisting with credit card applications, setting up registered products, assisting with term deposits etc.
• Educate and provide digital support to members with online banking assistance including technical troubleshooting.
• Identify opportunities to further aid members by referring them to other lines of business within Coast Capital.