Participant Guidance Specialist

  • Accounting/Finance
  • Full time
  • 1 week ago
  • Canada
  • Salary Dollar $30.7K–$100.3K / Yearly

Job Description

Participant Guidance Specialist

* This is a full time position for the Ironwood branch *.

What’s the work?


When you check out a Coast branch, you’re welcomed with a line of smiling faces ready to aid you with your daily financial requirements. Our friendly Participant Advice Specialists are sales as well as customer service super stars who bring our “Just how can we help you?” brand name to life with every member they engage with. Picture helping our participants with Satisfying standard individual credit history needs, marketing as well as taking care of Low Cost Extra for Me Mutual Funds, Term down payments, RRSPs, Setting up digital services like our electronic banking, opening complimentary Chequing accounts, adding overdraft defense to assist stay clear of those horrible NSF costs. However it does not end there, Member Guidance Specialists do 2 other extremely importing points. Initially, they are sales pros. They reveal possibilities where we can much better assist our members with our amazing line-up of services and products. Next off, they figure out who in the firm can ideal aid that participant, be it themselves or another teammate.

What else will you reach do daily?

Obtaining an all-natural high from supplying favorable and unexpected customer experience through general retail banking.
Having a good time involving clients in the “Where You Are At Cash Conversation” to help your consumer to save, expand, safeguard as well as improve their economic wellness.
Functioning as a high-performing team member within the branch to make certain all checks and balances are finished around plans and also regulative demands.
Proactively and creatively offer useful solutions as well as options to customer inquiries.
Gaining high-fives from your supervisors and peers for achieving sales as well as referrals targets in a needs based sales environment.

That are we searching for?


We don’t require mathematical brilliants below, though ability to include and deduct would certainly work. Mostly we just require people who fit assisting clients with easy monetary help and advertising our product or services.
Experience assisting participants in either a financial institution or credit union for a minimum 3 years, preferably where you understood lending and financial investments, and you used your x-ray vision to find sales and also referral chances.
You are delighted to show to the world what you learned during your post-secondary education in financing, organization management or a related field. And you aren’t done discovering; you have a desire to recognize more.
You proudly hang your Investment Funds in Canada certificate in your office.
You truly like developing relationships with a wide array of people as well as want to help them with simple monetary assistance.
You are a large follower of team effort and demonstrate your team spirit each day.
You are a multi-tasking prodigy, able to effectively and efficiently focus on as well as arrange what needs to obtain done coupled with a high focus to information.

At Coast Capital, we value variety, equity as well as addition. We’re not just the same as well as we like it this way. We don’t simply approve distinctions – we celebrate, support, as well as we flourish on them for the advantage of our employees, our participants, and our neighborhood. We are committed to constructing a group that stands for a selection of histories, viewpoints, as well as skills.

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