Coast Capital Member Advice Specialist Edmonton

Coast Capital Member Advice Specialist Edmonton

08 Sep
|
Coast Capital
|
Edmonton

08 Sep

Coast Capital

Edmonton

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 robust 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 • 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 Edmonton
🏢 Coast Capital
📍 Edmonton

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