Elevate member experiences as a Financial Member Advisor at Coast Capital in Sidney. Promote personal finance solutions and provide exceptional customer service in a full time role.
In this key position, you will need at least three years of experience in banking or credit unions, where you’ll assist members with products such as mutual funds and electronic banking services. Your ability to foster relationships and work as a team is critical to your success as you engage customers and explore their financial needs.
Key Responsibilities:
• Guide customers through retail banking services
• Engage in meaningful financial discussions for members
• Collaborate to adhere to policy and regulatory standards
• Present effective alternatives to customer inquiries
• Achieve designated sales and referral goals
Requirements:
• Must hold a Certificate in Investment Funds in Canada
• Minimum three years’ experience in relevant roles
• Excellent relationship-building abilities
• Strong multi-tasking and organizational skills
• Commitment to teamwork and personal development
Bring your enthusiasm for finance and customer engagement to the Coast Capital team in Sidney.
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📌 Financial Member Advisor at Coast Capital (Sidney)
🏢 Coast Capital Savings
📍 Sidney