Transform lives through everyday banking as a Member Advice Specialist with Coast Capital! This full time position at Bay Centre Branch focuses on customer service and financial solutions.
Your role revolves around delivering meaningful banking assistance, identifying members’ needs, and promoting a range of financial products. You'll leverage your sales expertise to enhance member experiences, whether it’s through setting up accounts or providing investment guidance. Collaboration within the branch ensures all customers receive consistent, high-quality service.
Key Responsibilities:
• Engage customers in productive financial dialogues
• Identify and promote relevant product offerings
• Support compliance with banking regulations and policies




• Deliver unexpected customer delight consistently
• Collaborate with team members for service excellence
Requirements:
• Certificate in Investment Funds in Canada is essential
• Minimum three years’ experience in banking or credit unions
• Excellent relationship-building capabilities
• Knowledge of financial products and services required
• Strong organizational and multitasking skills
Achieve personal and professional growth while contributing to member satisfaction at Coast Capital.
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📌 Sales-Focused Member Advisor Coast Capital (Victoria)
🏢 Coast Capital Savings
📍 Victoria