Join Coast Capital as a Member Advice Specialist and elevate financial well-being for our community members. This full-time position combines sales expertise with customer service excellence in daily banking.
As a vital part of Coast Capital, you will engage with members to understand their financial needs, delivering tailored advice and solutions. This role requires a strong customer service orientation and a commitment to helping members navigate their banking options effectively. Utilize your sales acumen to identify opportunities for additional services and ensure every interaction is rewarding for both members and the team.
Key Responsibilities:
• Provide outstanding service and banking support for members
• Facilitate open discussions about financial wellness and options




• Support a cooperative branch environment for compliance
• Identify and suggest relevant products and services
• Meet or exceed sales and referral goals successfully
Requirements:
• Certificate in Investment Funds in Canada required
• Three years of relevant experience in banking
• Strong foundation in lending and investments
• Excellent interpersonal and communication skills
• High attention to detail and effective multitasking
Assist members in achieving their financial goals while building your career with Coast Capital.
#J-18808-Ljbffr

📌 Coast Capital Member Advisor Role (Victoria)
🏢 Coast Capital Savings
📍 Victoria