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