26 Aug
|
Coast Capital Savings
|
Victoria
26 Aug
Coast Capital Savings
Victoria
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
Solid organizational and multitasking skills Achieve personal and skilled growth while contributing to member satisfaction at Coast Capital.
📌 Sales Focused Member Advisor Coast Capital Victoria
🏢 Coast Capital Savings
📍 Victoria