Deliver member-focused financial advice at Coast Capital’s Fleetwood Branch using retail banking and needs-based sales skills. Work full time in an office setting.
As a Member Advice Specialist, you will help members with everyday banking, personal credit, investments, and electronic services. You will also identify needs, recommend Coast Capital products, and connect members with teammates. The work combines customer service, lending, referrals, and relationship building.
Key Responsibilities: Deliver positive experiences through general retail banking
Discuss saving, growth, protection, and financial well-being
Offer helpful solutions to member inquiries
Complete branch checks and balances
Achieve needs-based sales and referral targets




Requirements: Three years’ bank or credit union member experience
Experience with lending, investments, sales, and referrals
Post-secondary education in finance, business administration, or related studies
Certificate in Investment Funds in Canada
Strong relationship-building, teamwork, organization, and prioritization skills
Bring retail banking, investment, lending, and relationship-building experience to Coast Capital’s full time Fleetwood branch team.

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📌 Member Advice Specialist Fleetwood Branch (British Columbia)
🏢 Coast Capital Savings
📍 British Columbia