Financial Services Member Advisor

Location: Oak Bay

Become a Financial Services Member Advisor at Coast Capital in Oak Bay. Provide essential banking support and build rewarding customer relationships daily.

This full-time position emphasizes both customer service and sales skills. You will assist members with credit needs, manage term deposits, and facilitate electronic banking services. The collaborative team atmosphere ensures compliance and effective service delivery.

Key Responsibilities:

• Create positive customer experiences in retail banking

• Conduct engaging financial conversations with members

• Ensure adherence to branch policies and regulations

• Present tailored solutions to member inquiries

• Meet sales targets and garner recognition

Requirements:

• Must hold a Certificate in Investment Funds in Canada

• At least three years in a banking or credit union role

• Proven ability to identify sales opportunities

• Enthusiastic about continuous learning in finance

• Team-oriented with excellent organizational skills

Utilize your skills in financial service to enhance member experiences at Coast Capital.
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