Become a Solution Centre Associate at Beem Credit Union to provide comprehensive banking solutions in North Vancouver. Focus on client engagement in borrowing, investments, and insurance products.
In this hybrid role, you will engage with clients directly, promoting essential financial products and services. Your expertise in financial services will drive customer retention and growth initiatives through outbound sales calls and credit approvals. You are expected to maintain compliance with service standards while fostering collaboration within the banking team.
Key Responsibilities:
• Deliver service and sales across loan and investment sectors
• Conduct outreach for client retention and growth
• Review and grant loan applications within limits
• Promote investment accounts and direct clients to specialists
• Follow up on service and sales standards for quality assurance
Requirements:
• 1–3 years’ experience in a financial services position
• Comprehensiv...