Deliver everyday banking advice at Coast Capital’s Fleetwood Branch using customer service, sales, lending, and investment knowledge. This full time office position supports members directly.

As a Member Advice Specialist, you help members with personal credit, mutual funds, term deposits, RRSPs, and electronic services. You open chequing accounts and add overdraft protection while identifying further needs. The position combines general retail banking, needs-based sales, referrals, and regulatory checks. Coast Capital is part of the Coast Capital Savings Federal Credit Union family of brands.

Key Responsibilities:

- Deliver positive customer experiences through general retail banking
- Conduct Money Chats supporting members’ financial well-being
- Offer helpful solutions and alternatives to inquiries




- Identify sales opportunities and achieve referral targets
- Complete branch checks and balances around regulatory requirements

Requirements:

- Three years helping members in a bank or credit union
- Experience with lending and investments preferred
- Certificate in Investment Funds in Canada required
- Post-secondary education in finance, business administration, or related field
- Ability to prioritize, organize, and multitask attentively

Use banking expertise, relationship building, and needs-based selling to support Coast Capital members at Fleetwood Branch.

📌 Member Advice Specialist Banking (Surrey)
🏢 Coast Capital Savings
📍 Surrey