Become a Member Advice Specialist at Coast Capital, where you help families achieve their financial goals and provide exceptional banking services. Leverage your sales and customer service skills in this full time role.

At Coast

Capital, we focus on positively impacting our communities through personalized financial partnerships. As a Member Advice Specialist, your role is crucial in providing tailored banking solutions, addressing everyday financial inquiries, and driving referrals for additional services. Showcase your sales prowess while working collaboratively within a dynamic branch environment to elevate member experiences. Key Responsibilities:

- Deliver exceptional customer service through retail banking
- Engage customers in financial discussions for better solutions




- Collaborate with branch team to meet policies and requirements
- Generate sales opportunities and make proactive offers
- Achieve sales and referral targets in a service-oriented environment Requirements:
- Certificate in Investment Funds in Canada
- Minimum three years of experience in banking or credit union
- Ability to understand and promote financial products
- Strong communication and relationship-building skills
- Organized and detail-oriented with multitasking abilities Elevate your career in financial services while helping members thrive at Coast Capital.

📌 Member Advice Specialist at Coast Capital (Victoria)
🏢 Coast Capital Savings
📍 Victoria