Online Sales Specialists

4 weeks ago


Surrey BC, Canada Coast Capital Savings Full time €54,000 - €64,000

At Coast Capital, we’re not dreaming about a better future, we’re building one.
As a member-owned cooperative, we’re helping our members with their real goals and real challenges so they can live the real life they want. Plus, we invest 10% of our budgeted profits back into our community – almost $90 million since 2000 alone – because when our members do well, we believe our communities should do well too.
Job Type:  Temporary role for 1-year
Credit Check
When you visit a Coast Capital Savings branch, you’re greeted with a line of smiling faces ready to help you with your everyday banking needs. Our 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. Imagine helping our members with fulfilling basic personal credit needs, selling, and handling Low Fee More for Me Mutual Funds, Term deposits, RRSPs, setting up electronic services like our internet banking, opening free Chequing accounts, adding overdraft protection to help avoid those nasty NSF (Non-Sufficient Fund) charges. First, they are sales pros. They uncover opportunities where we can better help our members with our fantastic line-up of products and services. Next, they figure out who in the company can best help that member, be it themselves or another teammate.
Getting a natural high from delivering positive and unexpected customer experience through general retail banking.
Having fun engaging customers in the “where you are at Money Chat” to help your customer to save, grow, protect, and improve their financial well-being.
Working as a high-performing team member within the branch to ensure all checks and balances are completed around policies and regulatory requirements.
Experience helping members in either a bank or credit union for a minimum three years, preferably where you mastered lending and investments, and used your x-ray vision to spot sales and referral opportunities.
Post-secondary education in finance, business administration or a related field.
Above average digital literacy across a broad range of devices (e.g., Strong communication skills with an ability to build relationships with a wide variety of people and willingness to help them with simple financial needs.
Equity, Diversity & Inclusion at Coast Capital
We are committed to building better, brighter, more inclusive futures for everyone – including our employees. At Coast Capital, we are committed to equity, diversity and inclusion. We strongly encourage applications from Indigenous Peoples, Black, and racialized persons, persons with disabilities, people of diverse sexual and gender identities and women. We value applicants who have demonstrated a commitment to equity, diversity and inclusion and recognize that diverse perspectives, experiences and expertise benefit of our employees, our members, and our community.
It informs the advice we provide our members, the experiences and products we create, and the programs we build to support our employees and communities.
Committed to inclusion and engagement. We have an ongoing focus on equity, diversity, and inclusion and routinely track how we’re doing, and what we need to do to keep improving. We foster a culture where everyone can feel safe to be who they really are and thrive.
Many employees have spent decades, and sometimes their entire careers, with Coast Capital and have progressed from the frontlines to senior leadership.
In response to COVID-19 we launched myWork, which gives employees flexibility in where they work based on the nature of their role.
Retirement options. That’s why we offer the choice of a defined contribution or defined benefit pension plan or RSP’s.
Mortgage and auto financing benefits . Employees save thousands on their mortgages and auto loans with best-in-category benefits.
We recognize excellence throughout the year, through an online community that lets employees give kudos and thanks throughout the year. We’re a Platinum member of Canada’s Best Managed Companies and are regularly recognized by Canada’s Most Admired Corporate Cultures and the BC Top Employers Awards.
We reinvest 10% back into the community. When we do well, our communities do well. That’s why since 2000 we’ve invested over $90 million into our member’s communities. 
Through our employee volunteer program, Coast Capital donates $10 for every hour you volunteer to a Canadian charity or non-profit of your choice.
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