Member Advice Specialist at Coast Capital

Excel in customer service and sales as a Member Advice Specialist at Coast Capital in Tsawwassen Branch. You will assist members with their banking needs while promoting financial products.

This full-time role requires a proactive approach to helping customers understand their personal finance options. With a focus on building relationships, you will introduce members to services like Mutual Funds and RRSPs and manage basic credit needs. Your expertise in sales will shine as you identify opportunities to assist members effectively.

Key Responsibilities:

• Deliver outstanding customer experiences in retail banking

• Engage customers in financial discussions to improve their well-being

• Collaborate within the branch for policy and compliance checks

• Provide creative solutions to customer inquiries

• Achieve sales and referral targets through needs-based service

Requirements:

• Certificate in Investment Funds in Canada required

• Minimum three years of banking or credit union experience

• Familiarity with lending and investment products

• Strong relationship-building and teamwork skills

• Ability to multitask and prioritize effectively

Utilize your customer service and financial product knowledge to build lasting member relationships at Coast Capital.
#J-18808-Ljbffr