Member Advice Specialist

Position: Member Advice Specialist Opportunity
Location: Pitt Meadows

Step into your next role as a Member Advice Specialist at Coast Capital in Meadowtown, where your passion for customer service meets financial guidance. Support members in achieving their banking goals with tailored advice.

This full-time role requires you to be an engaging Member Advice Specialist who thrives on connecting with customers. With a minimum of three years of experience in banking, especially in lending and investments, you will provide insights into financial products and services. Your focus will be on ensuring excellent service and adherence to company policies.

Key Responsibilities:

• Elevate customer banking experiences daily

• Engage members in discussions around financial health

• Ensure compliance with branch policies and regulations

• Offer creative solutions to meet member needs

• Meet sales targets while supporting customer inquiries

Requirements:

• At least three years in a relevant banking role

• Must hold a Certificate in Investment Funds in Canada

• Enthusiastic about building diverse relationships

• Strong team worker with proactive approach

• High organization skills and attention to detail

Bring your customer service talents and sales proficiency to enrich member experiences at Coast Capital Savings.
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