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Customer-Focused Solutions Advisor

📍 Location
courtenay
⏰ Job Type
Full-time
📅 Posted
May 30, 2026

About the Role

Transform customer interactions as a Customer Solutions Advisor. Embrace the challenge of promoting banking solutions to mortgage customers, enhancing their financial journeys with expert guidance.
This role emphasizes the importance of onboarding clients and nurturing relationships in a vibrant sales-driven environment. Flexibility in scheduling is key, as you'll meet customer needs during evenings and weekends. Strong sales skills and an ability to connect with clients will be crucial for success.
Key Responsibilities:
• Onboard new mortgage customers effectively
• Enhance relationships through sales of financial products
• Achieve and exceed sales targets consistently
• Engage with clients at convenient times
• Develop and maintain strong internal partnerships
Requirements:
• Proven sales experience across any industry
• Excellent organization and time management skills
• Self-driven and outcomes-focused
• Strong interpersonal and relationship-bui...

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