Elevate your career as a Member Advice Specialist with Coast Capital in Westshore. This position requires a focus on exceptional customer service and proactive financial advising.

The Member Advice Specialist role involves assisting clients with their banking needs, selling investment products, and ensuring a positive customer experience. Ideal candidates will have a background in banking, with a strong emphasis on relationship building and innovative problem-solving to meet member needs.

Key Responsibilities:
• Deliver high-quality customer service in personal banking
• Conduct engaging financial discussions with clients
• Ensure compliance with all banking regulations
• Identify and pursue sales opportunities with customers




• Collaborate effectively with branch staff to support team goals

Requirements:
• Must have a Certificate in Investment Funds in Canada
• Minimum three years’ experience in a bank or credit union
• Basic addition and subtraction skills necessary
• Solid interpersonal skills for relationship building
• Ability to manage multiple priorities effectively

Make a difference in members' lives by bringing your financial expertise to Coast Capital's Westshore branch.
#J-18808-Ljbffr

📌 Coast Capital Member Advice Specialist (British Columbia)
🏢 Coast Capital
📍 British Columbia