Engage clients effectively as a Hybrid Solution Centre Associate with Beem Credit Union in North Vancouver. Provide tailored financial advice and drive sales in banking and investments.
In this dynamic role, you will utilize your financial service skills to enhance client engagement. Your proactive outreach will address diverse banking needs, promoting loans, mortgages, and investments. Collaboration with specialists and adherence to service standards will maximize opportunities for both you and the clients.
Key Responsibilities:
• Provide exemplary service for borrowing, investments, and insurance
• Conduct outbound sales calls for client retention
• Grant mortgages and consumer loans within limits
• Promote and refer investment products to specialists
• Ensure compliance with sales and service standards
Requirements:
• 1–3 years in financial services or related experience
• Solid understanding of credit products and processes
• Experienced in structur...