Member Advice Specialist

Position: Member Advice Specialist at Coast Capital
Grow your career as a Member Advice Specialist at Coast Capital in Courtenay. This full-time position focuses on customer service and financial product knowledge to support members.

Join the team at Coast Capital's Courtenay Branch, where your role as a Member Advice Specialist combines sales, customer engagement, and financial guidance. You will be instrumental in assisting members with basic credit needs and promoting products like mutual funds and term deposits. Your skills will help drive referrals and ensure compliance with policies in a collaborative team environment.

Key Responsibilities:

• Deliver exceptional customer experiences in retail banking

• Engage members in financial wellness discussions

• Offer solutions to customer inquiries creatively

• Achieve sales and referral targets through needs-based selling

• Ensure compliance with policies and regulatory standards

Requirements:

• Previous banking or credit union experience preferred

• Certificate in Investment Funds in Canada required

• Post-secondary education in finance or business beneficial

• Strong relationship-building abilities

• Excellent multitasking and organizational skills

Leverage your customer service and sales expertise to empower members with their financial journeys at Coast Capital.
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