Member Advice Specialist at Coast Capital

Become a pivotal Member Advice Specialist at Coast Capital's Sidney Branch, where your financial expertise drives exceptional customer service. Engage in enriching member interactions while providing tailored banking solutions.

This full-time position focuses on enhancing member experiences through effective service delivery in retail banking. You will leverage your skills in investment products, personal credit, and customer engagement to support member financial needs while achieving sales targets. Your proactive approach will ensure both customer satisfaction and compliance with regulatory standards.

Key Responsibilities:

• Deliver outstanding member experiences with tailored financial solutions

• Engage customers in meaningful conversations about their financial well-being

• Collaborate effectively with team members to meet process requirements

• Identify additional opportunities to enhance product offerings

• Achieve sales goals through a needs-based approach

Requirements:

• Must possess Certificate in Investment Funds in Canada

• Minimum 3 years experience in banking or credit union

• Strong aptitude for customer service and sales

• Excellent relationship-building skills

• Ability to multitask and prioritize effectively

Bring your passion for customer service and financial solutions to Coast Capital’s team in Sidney.