Member Financial Wellness Advisor

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

Job summary

A member-owned financial services company in the UK is seeking a Member Advice Specialist. In this role, you'll assist members with their banking needs, promote financial products, and achieve sales targets. Required qualifications include a post-secondary education in finance or a related field and a Certificate in Investment Funds. This position involves teamwork and a strong customer service focus, offering competitive salary and benefits.

Benefits

Customizable benefits

Retirement options

Mortgage and auto financing benefits

Recognition programs

Qualifications

• Minimum 3 years experience in banking or credit union.
• Ability to add and subtract basic financial concepts.
• Desire to continue learning in finance and related areas.

Responsibilities

• Assist members with personal banking needs.
• Promote Low Fee Mutual Funds and electronic banking services.
• Achieve sales and referrals targets.

Skills

Customer service

Sales ability

Teamwork

Detail-oriented

Education

Post-secondary education in finance, business administration or related field

Certificate in Investment Funds in Canada

Job description

A member-owned financial services company in the UK is seeking a Member Advice Specialist. In this role, you'll assist members with their banking needs, promote financial products, and achieve sales targets. Required qualifications include a post-secondary education in finance or a related field and a Certificate in Investment Funds. This position involves teamwork and a strong customer service focus, offering competitive salary and benefits.