Apply on Kit Job: kitjob.ca/job/2jujho

Job Overview

nLocation(s): Colwood Branchn

Job Type: Full Time Regular myWork Program: Office

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Starting Salary Range: $56,300.00 - $67,600.00

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Background Screening Requirements

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- Enhanced Criminal Record Check
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- Credit Check
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- Identity Verification
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- Employment Verification
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- References
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Job Purpose

nWhen you visit a Coast 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 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.n

Accountabilities

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- Getting a natural high from delivering positive and unexpected customer experience through general retail banking.
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- 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.
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- Working as a high-performing team member within the branch to ensure all checks and balances are completed around policies and regulatory requirements.
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- Proactively and creatively offer helpful solutions and alternatives to customer inquiries.
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- Earning high‑fives from your managers and peers for achieving sales and referral targets in a needs‑based sales environment.
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Skills & Qualifications

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- Certificate in Investment Funds in Canada is a requirement.
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- We don't need mathematical geniuses here, though ability to add and subtract would be useful. Mostly we just need people who are comfortable helping customers with simple financial help and promoting our products and services.
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- Experience helping members in either a bank or credit union for a minimum three years, preferably where you mastered lending and investments, and you used your x‑ray vision to spot sales and referral opportunities.
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- You are excited to share with the world what you learned during your post‑secondary education in finance, business administration or a related field. And you aren't done learning; you have a desire to know more.
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- You really like building relationships with a wide variety of people and want to help them with simple financial help.
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- You are a big fan of teamwork and demonstrate your team spirit every day.
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- You are a multi‑tasking prodigy, able to efficiently and effectively prioritize and organize what needs to get done coupled with a high attention to detail.
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Equity, Diversity & Inclusion





nWe strongly encourage applications from Indigenous Peoples, Black, and racialized persons, persons with disabilities, people of diverse sexual and gender identities and women. We value applicants who have demonstrated a commitment to equity, diversity and inclusion and recognize that diverse perspectives, experiences and expertise benefit our employees, our members, and our community.n

Coast Capital is committed to providing an accessible recruitment experience. If you are a candidate with a disability and require accommodation(s) during any stage of the recruitment process, please contact us at [email protected] or (phone hidden). This contact is intended solely for inquiries or feedback related to accessibility barriers, accommodation requests or alternate format requests.

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We will work with you to ensure your needs are met. You will only receive a response to inquiries related to these topics.

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Perks

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- Benefits that flex to the needs of you and your family. We offer comprehensive, customizable benefits for you and your family, so you can choose what fits best for you and your lifestyle.
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- Retirement options: defined contribution or defined benefit pension plan or RSPs.
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- Mortgage and auto financing benefits: employees save thousands on their mortgages and auto loans with best‑in‑category benefits.
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- Real Recognition: we recognize excellence throughout the year through an online community that lets employees give kudos and thanks.
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- Double your impact: through our employee volunteer program, Coast Capital donates $10 for every hour you volunteer to a Canadian charity or non‑profit of your choice.
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Apply on Kit Job: kitjob.ca/job/2jujho

📌 Member Advice Specialist - Colwood Branch
🏢 Coast Capital Savings
📍 Colwood