Customer-Focused Member Advice Specialist

Become a key player at Coast Capital as a Member Advice Specialist in Metrotown. Elevate client interactions by providing tailored financial solutions and promoting valuable products every day.

In this full-time role, you will serve as a crucial member of the Coast Capital team, delivering exceptional customer service while fulfilling personal credit needs and handling investments. With over three years of banking or credit union experience, your goal is to enhance the financial well-being of our members through personal connections and professional guidance.

Key Responsibilities:

• Deliver positive customer experiences in retail banking

• Engage clients in meaningful financial discussions

• Ensure compliance with policies and regulatory requirements

• Proactively offer tailored financial solutions

• Meet sales and referral targets in a team environment

Requirements:

• Minimum three years in banking or credit union

• Certificate in Investment Funds in Canada required

• Background in finance or business administration

• Strong relationship-building skills

• Detail-oriented and able to multitask

Support our members and foster financial growth at Coast Capital in Metrotown.
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