Transform the financial lives of Canadians at Coast Capital as a Member Advice Specialist in Surrey. Be the friendly face that guides members through their banking needs with confidence.
Coast Capital offers a full time position for a dedicated Member Advice Specialist at the Sunshine Hills Branch. With three years of relevant experience, you’ll assist members with credit inquiries, investments, and electronic banking services. This role is not just about transactions; it’s about enhancing member experiences and spotting sales opportunities across our range of products.
Key Responsibilities:
• Provide exceptional banking experiences to customers
• Engage in meaningful financial discussions with clients




• Maintain teamwork while adhering to regulations
• Craft unique solutions for member needs
• Achieve sales and referrals in a team-oriented setting
Requirements:
• Certificate in Investment Funds in Canada
• Minimum three years of experience in banking or credit unions
• Relationship-building enthusiasm
• Relevant degree in finance or business
• Ability to manage multiple tasks effectively
Drive member satisfaction and contribute to their financial journeys at Coast Capital as a Member Advice Specialist.
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📌 Full Time Member Advice Specialist Surrey (Canada)
🏢 Coast Capital
📍 Canada