Oaken Sales and Service Specialist (British Columbia)

Oaken Sales and Service Specialist (British Columbia)

12 Oct
|
Fairstone Bank
|
British Columbia

12 Oct

Fairstone Bank

British Columbia

Elevate your career with Fairstone Bank as an Oaken Sales and Service Specialist. This full time role emphasizes customer engagement through service excellence and identifying sales opportunities.

In this position, you will report to the Sales and Service Manager at Oaken, driving customer satisfaction while developing strong relationships with clients. Utilize your expertise to respond to inquiries via various channels, attend community events, and leverage your knowledge of investment products to enhance client experiences.

Key Responsibilities:
• Deliver exceptional customer service via phone, email, and in-person
• Identify and act on cross-selling opportunities and client retention
• Develop client relationships by establishing rapport and understanding needs




• Assist clients with applications for Oaken Financial products
• Monitor customer feedback to improve service offerings

Requirements:
• Post-secondary degree in business or finance
• 3 years of customer service experience
• Knowledge of investment products and financial services
• Strong communication and interpersonal skills
• Proven organizational and problem-solving abilities

Contribute to Fairstone's mission by enhancing customer experiences and driving financial solutions.
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📌 Oaken Sales and Service Specialist (British Columbia)
🏢 Fairstone Bank
📍 British Columbia

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