As a Financial Member Advisor at Coast Capital in Meadowtown, create rewarding financial conversations for members. Your experience and financial knowledge will be key in enhancing customer satisfaction through effective solutions.

This full-time role involves providing exceptional retail banking services while engaging customers in their unique financial situations. You will play an integral part in promoting products and achieving sales targets in collaboration with your branch team. Building robust relationships and offering personalized solutions will also be central to your success.

Key Responsibilities:
• Provide outstanding customer service in a banking environment
• Facilitate meaningful engagements in financial conversations




• Collaborate with team members to ensure compliance
• Innovate solutions to meet customer needs
• Drive sales through targeted outreach and referrals

Requirements:
• Three years of experience in a bank or credit union
• Post-secondary education in finance or equivalent
• Certificate in Investment Funds required
• Proven relationship-building skills
• Strong organizational and multi-tasking abilities

Embrace your passion for finance and customer service as a Financial Member Advisor with Coast Capital.
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📌 Financial Member Advisor at Coast Capital (British Columbia)
🏢 Coast Capital
📍 British Columbia