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 cutting-edge 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
- Strong 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.

📌 Coast Capital Member Advice Specialist (Langford)
🏢 Coast Capital
📍 Langford