Banking Solutions Advisor — Member Focus (Ready Now)

Coast Capital Savings; England; On-site; GBP 29,000 - 36,000; Full time

Job summary

A leading financial services provider is seeking a Member Advice Specialist for its Newton branch. In this full-time position, you will engage customers, assist with banking needs, and have a sales-driven approach. The role requires a certificate in Investment Funds in Canada and at least three years of relevant experience. Join a culture that emphasizes equity, diversity, and inclusion while helping members enhance their financial well-being. Career growth and comprehensive benefits package are offered.

Benefits

Comprehensive benefits that flex to your needs

Retirement options

Recognition for excellence

Community reinvestment initiatives

Qualifications

• At least 3 years of experience in a banking or credit union environment.
• Comfortable with basic financial assistance.
• Excited to share knowledge and continue learning.

Responsibilities

• Deliver exceptional customer service in retail banking.
• Engage customers to enhance their financial well-being.
• Achieve sales and referral targets in a needs-based environment.

Skills

Customer service skills

Sales abilities

Teamwork

Attention to detail

Multi-tasking

Education

Certificate in Investment Funds in Canada

Post-secondary education in finance or business administration

Job description

A leading financial services provider is seeking a Member Advice Specialist for its Newton branch. In this full-time position, you will engage customers, assist with banking needs, and have a sales-driven approach. The role requires a certificate in Investment Funds in Canada and at least three years of relevant experience. Join a culture that emphasizes equity, diversity, and inclusion while helping members enhance their financial well-being. Career growth and comprehensive benefits package are offered.