Location(s): Sunshine Hills Branch Job Type: Full Time Regular myWork Program: OfficeStarting Salary Range: $55, $66,700.00 Background Screening Requirement: Enhanced Criminal Record CheckCredit CheckIdentity Verification Employment VerificationReferencesJob Purpose When 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.AccountabilitiesGetting a natural high from delivering positive and unexpected customer experience through general retail bankingHaving fun engaging customers in the "Where You Are At Money Chat" to help your customer to save, grow, protect and improve their financial well-beingWorking as a high-performing team member within the branch to ensure all checks and balances are completed around policies and regulatory requirementsProactively and creatively offer helpful solutions and alternatives to customer inquiriesEarning high-fives from your managers and peers for achieving sales and referrals targets in a needs based sales environmentSkills & QualificationsCertificate in Investment Funds in Canada is a requirement. We don't need mathematical geniuses here, though ability to add and subtract would be practical. Mostly we just need people who are comfortable helping customers with simple financial help and promoting our products and services.Experience helping members in either a
📌 Member Advice Specialist - $55,000 - $66,700 A Year (Surrey)
🏢 COAST
📍 Surrey