Be part of a agile team as a Member Advice Specialist at Coast Capital! This full-time role in Bay Centre Branch highlights your skills in sales and customer service.
In this position, you will provide essential banking services while guiding customers through their financial inquiries and product options. Your success is tied to your ability to sell and promote various financial products, including mutual funds and RRSPs, as well as enhancing electronic banking. Team collaboration is key to achieving branch and organizational goals.
Key Responsibilities:
• Provide insights into financial products and services
• Foster relationships through effective communication
• Assist customers with personalized banking solutions




• Meet sales and referral objectives regularly
• Facilitate teamwork for ensuring compliance with policies
Requirements:
• Must possess a Certificate in Investment Funds in Canada
• At least three years’ experience in a financial setting
• Strong ability to engage diverse clientele
• Background in finance or business administration preferred
• Excellent multitasking and attention to detail
Support Coast Capital’s mission by enhancing member financial experiences!
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📌 Financial Services Representative Bay Centre (Victoria)
🏢 Coast Capital Savings
📍 Victoria