Join Coast Capital as a Member Advice Specialist at our Kelowna Branch! This full-time role focuses on customer engagement through effective financial solutions and product promotion.As a valued Member Advice Specialist, you will use your customer service expertise to assist members with their financial needs while supporting a robust sales setting. You will engage with clients, promote Low Fee More for Me Mutual Funds, and help open essential accounts, delivering tailored financial advice. Your sales abilities will be key in uncovering new opportunities to benefit our members and enhance their banking experience.Key Responsibilities:Deliver exceptional customer service with everyday bankingConduct engaging financial consultations with clientsCollaborate with branch team on policy complianceProactively offer successful financial solutionsAchieve sales targets in a needs-based sales environmentRequirements:Minimum three years in financial servicesExperience in lending and investmentsCertificate in Investment Funds in CanadaStrong relationship-building skillsTeam-oriented with multi-tasking abilitiesBring your customer service passion and financial expertise to Coast Capital's dynamic team!

📌 Financial Advice Specialist At Coast Capital (Kelowna)
🏢 Coast Capital
📍 Kelowna