Member Advice Specialist - Oak Bay BranchLocation:Oak Bay BranchJob Type:Full Time RegularProgram:OfficeSalary Range:$56,300.00 - $67,600.00Enhanced Criminal Record CheckCredit CheckIdentity VerificationReferencesJob PurposeOur friendly Member Advice Specialists are sales and customer service superstars who bring our “How can we help you?” brand to life with every member they interact with. They help members with basic personal credit needs, sell and handle Low Fee More for Me Mutual Funds, term deposits, RRSPs, set up electronic services like internet banking, open free chequing accounts, and add overdraft protection.Member Advice Specialists also act as sales professionals, uncovering opportunities to better serve members and coordinating with teammates.AccountabilitiesDeliver a positive and unexpected customer experience through general retail banking.Engage customers in the “Where You Are At Money Chat” to help them save, grow, protect, and improve their financial well‑being.Work as a high‑performing team member within the branch to ensure all checks and balances around policies and regulatory requirements are completed.Proactively and creatively offer helpful solutions and alternatives to customer inquiries.Achieve sales and referral targets in a needs‑based sales setting.Skills & QualificationsCertificate in Investment Funds in Canada is a must at the time of application.Basic math skills sufficient for simple financial help and product promotion.Minimum three years experience helping members in a bank or credit union, preferably with lending and investments.Post‑secondary education in finance, business administration,



or a related field.A passion for building relationships with a wide variety of people.A strong team spirit; demonstrate teamwork daily.Excellent multitasking, prioritization, organization, and attention to detail.Equity, Diversity & InclusionWe believe everyone has potential and are committed to building inclusive futures. We strongly encourage applications from Indigenous Peoples, Black, and racialized persons, persons with disabilities, people of diverse sexual and gender identities, and women.AccessibilityCoast Capital is committed to providing an accessible recruitment experience. If you are a candidate with a disability and require accommodation(s) during any stage of the recruitment process, please contact [email protected] or 778‑391‑5836.Why Join Coast Capital Savings?Purpose is our North Star.We use purpose to guide advice, product development, and community programs.Committed to inclusion and engagement.We maintain an inclusive culture and track progress.A career that grows with you.We support development and internal promotion.Work where you’re most effective.MyWork gives flexibility based on role nature.Benefits flex to your needs.Comprehensive, customizable benefits for you and your family.Retirement options.Defined contribution or defined benefit pension and RP plans.Mortgage and auto financing benefits.Employees save on mortgages and auto loans.Real Recognition.Online community for kudos and thanks.An award‑winning culture.Recognized by Canada’s Best Managed Companies and other awards.We reinvest 10% back into communities.Over $90 million invested since 2000.Double your impact.Employee volunteer program: $10 donated for every hour volunteered.#J-18808-Ljbffr

📌 Member Advice Specialist - C$56,300 - C$67,600 A Year (Winnipeg)
🏢 Coast Capital Savings
📍 Winnipeg