Elevate customer engagement as a Member Advice Specialist at Coast Capital! This full-time position focuses on sales, financial guidance, and exceptional client service in Bay Centre Branch.
As a Member Advice Specialist, your role centers on empowering customers with expert financial advice and tailored product offerings. You will help members fulfill their basic credit needs, promote investment products, and simplify electronic services. Your excitement for sales and teamwork will shine as you foster relationships and identify opportunities for member satisfaction.
Key Responsibilities:
• Deliver positive and unexpected customer experiences
• Engage customers in meaningful financial conversations
• Coordinate with team members for effective service delivery




• Proactively offer innovative solutions
• Achieve sales and referral targets consistently
Requirements:
• Certificate in Investment Funds in Canada is required
• Minimum three years’ experience in banking or credit unions
• Robust interpersonal and relationship-building skills
• Knowledge of lending and investment products is essential
• Proven multi-tasking and organization abilities
Join Coast Capital in making a significant impact on member experiences and financial well-being.
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📌 Customer Service Specialist Coast Capital (Victoria)
🏢 Coast Capital Savings
📍 Victoria