Become a Member Advice Specialist at Coast Capital in Clearbrook, delivering exceptional service and financial solutions. Help clients with their banking needs, including investments and credit management, in this full time role.

This full-time position at Coast Capital requires team-oriented and customer-focused individuals. You will assist members with basic financial inquiries, promote products like mutual funds and RRSPs, and provide personalized banking services. Achieving sales targets while collaborating with others will be crucial for success in this role, which involves a commitment to positively impact financial well-being.

Key Responsibilities:
• Deliver positive customer experiences through retail banking services
• Engage customers in financial discussions to enhance well-being




• Ensure compliance with company policies and regulations
• Proactively offer creative solutions to inquiries
• Achieve sales and referral targets effectively

Requirements:
• Minimum three years of experience in banking or credit unions
• Certificate in Investment Funds in Canada required
• Strong interpersonal and relationship-building skills
• Ability to prioritize tasks efficiently
• Willingness to learn and grow continuously

Utilize your customer service skills and financial knowledge as a key player at Coast Capital.
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📌 Member Advice Specialist at Coast Capital (British Columbia)
🏢 Coast Capital Savings
📍 British Columbia