Elevate customer service at Coast Capital Savings as a Member Advice Specialist in Kelowna. Deliver expert advice on banking products and enhance client experiences every day.

This full-time role at the Kelowna Branch focuses on member assistance while you utilize your expertise in credit and investments. You’ll thrive on providing tailored financial solutions, engaging with clients, and meeting sales targets. This is an opportunity to be part of a high-performing team, ensuring ease in financial transactions and promoting Coast Capital's core services.

Key Responsibilities:
• Deliver exceptional customer experiences in retail banking
• Engage clients in discussions about their financial health
• Maintain compliance with policies and regulation




• Proactively offer tailored products and services
• Achieve sales goals through needs-based referrals

Requirements:
• Minimum three years in a bank or credit union
• Solid understanding of lending and investments
• Certificate in Investment Funds in Canada
• Willingness to foster client relationships
• Team-oriented multitasking skills

Bring your customer service passion to Coast Capital, enhancing financial well-being for the community in Kelowna.
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📌 Member Advice Specialist in Kelowna (British Columbia)
🏢 Coast Capital
📍 British Columbia