Member Advice Specialist

At Coast Capital, we’re not dreaming about a better future, we’re building one.

At Coast Capital, we’re not dreaming about a better future, we’re building one.

As a member-owned cooperative, we’re helping our members with their real goals and real challenges so they can live the real life they want. It’s what we’ve been doing for over 80 years, and it’s why today we stand almost 600,000 members strong. Plus, we invest 10% of our budgeted profits back into our community – almost $90 million since 2000 alone – because when our members do well, we believe our communities should do well too.

Oct 24, 2025

Job Type:Full Time

myWork Options:In-person

Starting Salary Range: $55,000-$65,000

• Enhanced Criminal Record Check
• Credit Check
• References

What's the job?

When you visit a Coast Capital Savings branch, you’re greeted with a line of smiling faces ready to help you with your everyday banking needs. Our friendly Member Advice Specialists are sales and customer service superstars who bring our “How can we help you?” brand to life with every member they interact with. Imagine helping our members with fulfilling basic personal credit needs, selling, and handling Low Fee More for Me Mutual Funds, Term deposits, RRSPs, setting up electronic services like our internet banking, opening free Chequing accounts, adding overdraft protection to help avoid those nasty NSF (Non-Sufficient Fund) charges.

But it doesn’t end there, Member Advice Specialists do two other very importing things. First, they are sales pros. They uncover opportunities where we can better help our members with our fantastic line-up of products and services. Next, they figure out who in the company can best help that member, be it themselves or another teammate.

What you’ll get to do:

• Getting a natural high from delivering positive and unexpected customer experience through general retail banking.
• Having fun engaging customers in the “where you are at Money Chat” to help your customer to save, grow, protect, and improve their financial well-being.
• Working as a high-performing team member within the branch to ensure all checks and balances are completed around policies and regulatory requirements.
• Promote our products and services, while proactively and creatively offering helpful solutions and alternatives to customer inquiries.
• Earning high-fives from your managers and peers for achieving sales and referrals targets in a needs-based sales environment.

Who are we looking for?

• Experience helping members in either a bank or credit union for a minimum three years, preferably where you mastered lending and investments, and used your x-ray vision to spot sales and referral opportunities.
• Post-secondary education in finance, business administration or a related field.
• Mutual Funds accreditation (e.g., Investment Funds in Canada or the Canadian Securities Course) is an absolute requirement.
• A warm, friendly, and approachable attitude with a demonstrated passion for putting clients first, as well as demonstrated success in a fast-paced retail environment.
• Above average digital literacy across a broad range of devices (e.g., smartphones, tablets, laptops, etc.) and can learn new technology very quickly.
• Multi-tasker and self-starter who is comfortable working independently as well as part of a team.
• Ability to prioritize and organize what needs to get done coupled with a high attention to detail.
• Strong communication skills with an ability to build relationships with a wide variety of people and willingness to help them with simple financial needs.

Equity, Diversity & Inclusion at Coast Capital

Don’t meet every single requirement? At Coast Capital, we believe everyone has potential. We are committed to building better, brighter, more inclusive futures for everyone – including our employees. We see the potential in our employees to achieve amazing things and want to invest in your future. If you’re excited about this career opportunity and your experience may not perfectly align with every qualification in this job posting, we still encourage you to apply.

You may be just the right candidate for this or other opportunities at Coast Capital.

At Coast…