About this role
About the Role Client Solutions Advisor role focused on onboarding customers who have purchased a mortgage through our indirect mortgage salesforce, and deepening relationships by offering banking solutions. This position is based in Courtenay, British Columbia, Canada and involves meeting customers in person or virtually. What You'll Do
- Onboard customers who have purchased a mortgage via our indirect mortgage salesforce.
- Deepen customer relationships by selling banking solutions.
- Build strong internal and external partnerships to support customer needs.
- Be flexible with hours, including weekends and evenings, and meet customers in person or virtually.
- Maintain a valid driver's license and have access to personal transportation during working hours. What We're Looking For
- Proven experience excelling in a sales environment (across any industry).
- Strong sales acumen with a results-driven mindset and target-driven approach.
- Enjoys the challenge of exceeding targets.
- Effective time management, organized, self-driven.
- Relationship-builder focused on delivering a great customer experience and deepening relationships with new and existing customers.
- Willingness to work variable hours including weekends/evenings.
- Strong interpersonal skills to manage internal and external partnerships. Nice to Have
- No previous banking experience required. Compensation & Benefits
- Lucrative compensation package including base salary and quarterly compensation.
- Access to coaching and tools to help you succeed.
- Unique lead generation program with pre-approved customer leads.