customer service specialist - Vancouver - beBeeBanking

    beBeeBanking
    beBeeBanking Vancouver

    6 days ago

    Job title: Retail Relationship Banker

    Description

    Job Description:


    We are seeking a dynamic and customer-focused professional to join our team as a Retail Relationship Banker. In this role, you will deliver exceptional service to our customers, identify their needs, and provide advice and guidance on financial solutions that meet their best interests.


    • You will take the lead in proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate/future opportunities.

    • You will engage customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales/service needs (e.g., everyday banking, retail investments, lending solutions/home financing), including small business solutions.

    • You will offer clients advice/guidance on available digital/self-serve options with the goal of making banking easy/simple/fast.

    • You will support customer transactions based on customer traffic,


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