Member Advice Specialist at Coast Capital

Location: Oak Bay

Enhance customer experiences as a Member Advice Specialist at Coast Capital’s Oak Bay Branch. Engage with clients for banking needs and promote financial products effectively.

In this full-time role, you will leverage your customer service and sales expertise. Your key duties include fulfilling personal credit requests, handling mutual funds, and providing options for saving and investing. You’ll work closely with team members to meet targets and ensure compliance with financial regulations.

Key Responsibilities:

• Deliver outstanding service through general retail banking

• Engage customers in meaningful financial discussions

• Collaborate with teammates to fulfill branch policies

• Offer solutions to customer inquiries proactively

• Achieve sales and referral targets in a dynamic environment

Requirements:

• Certificate in Investment Funds in Canada required

• Minimum three years of banking or credit union experience

• Passion for helping customers with financial products

• Strong teamwork and relationship-building skills

• Excellent multitasking and organizational abilities

Transform member interactions at Coast Capital by using your sales and customer service skills.
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