Sales-Oriented Member Advice Specialist

Join Coast Capital as a Sales-Oriented Member Advice Specialist in Tsawwassen. Your expertise will help customers navigate their banking needs with confidence and provide tailored financial solutions.

In this full-time position, you will leverage your three-plus years of experience in banking, focusing on customer service and sales. You will support clients with mutual funds, term deposits, and digital banking services while achieving sales targets.

Your role is vital in creating positive customer experiences and driving business success.

Key Responsibilities:

• Provide outstanding service in a retail banking environment

• Engage customers in meaningful financial discussions

• Collaborate with team to uphold operational standards

• Offer proactive and effective solutions to inquiries

• Achieve sales and referral goals in a competitive setting

Requirements:

• Certificate in Investment Funds in Canada is essential

• At least three years of relevant banking experience

• Degree in finance or business-related field desirable

• Strong commitment to building customer relationships

• Ability to manage multiple tasks with precision

Utilize your sales skills and customer-first mindset at Coast Capital to transform financial experiences.
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