At a Glance
- Tasks: Provide banking advice and support members with financial needs at Fleetwood Branch.
- Company: Join Coast Capital, a leading credit union focused on member satisfaction.
- Benefits: Full-time position with competitive pay and opportunities for growth.
- Other info: Dynamic team environment with a focus on personal and professional development.
- Why this job: Make a difference in members' financial lives while developing your banking skills.
- Qualifications: Experience in banking or finance, plus a passion for helping others.
The predicted salary is between 45000 - 55000 $ per year.
Deliver everyday banking advice at Coast Capital's Fleetwood Branch using customer service, sales, lending, and investment knowledge.
This full-time office position supports members directly.
As a Member Advice Specialist, you help members with personal credit, mutual funds, term deposits, RRSPs, and electronic services.
You open chequing accounts and add overdraft protection while identifying further needs.
The position combines general retail banking, needs-based sales, referrals, and regulatory checks.
Coast Capital is part of the Coast Capital Savings Federal Credit Union family of brands.
Key Responsibilities
- Deliver positive customer experiences through general retail banking
- Conduct Money Chats supporting members' financial well-being
- Offer helpful solutions and alternatives to inquiries
- Identify sales opportunities and achieve referral targets
- Complete branch checks and balances around regulatory requirements
Requirements
- Three years helping members in a bank or credit union
- Experience with lending and investments preferred
- Certificate in Investment Funds in Canada required
- Post-secondary education in finance, business administration, or related field
- Ability to prioritize, organize, and multitask attentively
Use banking expertise, relationship building, and needs-based selling to support Coast Capital members at Fleetwood Branch.
Member Advice Specialist Banking in Surrey 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.
