Elevate customer experiences with Oaken as a Sales and Service Specialist. Focus on delivering superior service, building relationships, and identifying sales opportunities in a hybrid work model.
This full-time role at Fairstone Bank centers on enhancing customer interactions and driving revenue generation. You will utilize your skills to maintain strong client relationships through various channels including phone, email, and in-person meetings. Your proactive approach will help identify sales prospects and provide tailored financial solutions.
Key Responsibilities:
• Provide excellent service responding to customer inquiries
• Identify cross-selling opportunities to retain clients
• Build and maintain solid relationships with clients




• Assist clients in completing financial applications
• Ensure adherence to compliance standards
Requirements:
• Post-secondary degree in finance or related field
• 3 years of customer service experience
• Strong knowledge of investment products
• Excellent communication and interpersonal skills
• Ability to manage time and prioritize tasks effectively
Become an integral part of Fairstone's mission to make financial solutions accessible for all Canadians.
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📌 Oaken Sales and Service Specialist (Toronto)
🏢 Fairstone Bank
📍 Toronto