Become a trusted financial partner with Coast Capital as a Member Advice Specialist in Kelowna. Engage with our members to enhance their financial wellness through tailored advice and exceptional customer service.
This full-time role at our Kelowna branch invites candidates with at least three years of experience in financial services. You will assist members with their credit needs, promote investment products, and deliver outstanding customer care. Your ability to build relationships and identify sales opportunities will be key in fulfilling our mission to support every Canadian's financial journey.
Key Responsibilities:
- Provide helpful guidance on personal credit options
- Promote and sell investment products, including mutual funds
- Set up electronic banking services for customers
- Collaborate with team members to achieve sales goals
- Deliver consistently positive customer experiences
Requirements:
- Three years of experience in banking or credit unions
- Certificate in Investment Funds in Canada required
- Strong relationship-building skills
- Collaborative team player with a proactive approach
- Multi-tasking ability with high attention to detail
Utilize your financial expertise to empower Coast Capital members in Kelowna.
Member Advice Specialist at Coast Capital in Kelowna employer: Coast Capital Savings
Coast Capital is an exceptional employer that prioritizes employee growth and development while fostering a supportive and inclusive work culture at the Clearbrook Branch. As a Part Time Member Services Representative, you will not only engage with members to enhance their financial journeys but also benefit from ongoing training and opportunities to expand your financial knowledge. With a commitment to exceptional service and community values, Coast Capital offers a rewarding environment where your contributions truly make a difference.
