Member Advice Specialist

Member Advice Specialist - Coquitlam Branch Get AI-powered advice on this job and more exclusive features. 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. It’s what we’ve been doing for over 80 years, and it’s why today we stand almost 600,000 members strong. 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. Member Advice Specialist – Coquitlam BranchOct 10, 2025 Location(s): Coquitlam Branch Job Type: Full Time Regular myWork Program: Office Starting Salary Range: $55,600.00 – $66,700.00 Background Screening Requirement Enhanced Criminal Record Check Credit Check Identity Verification Employment Verification References Job Purpose When you visit a Coast 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 internet banking, opening free chequing accounts, and adding overdraft protection to help avoid nasty NSF charges. But it doesn’t end there: Member Advice Specialists do two other very important tasks. First, they are sales pros who uncover opportunities to better serve our members with our products and services. Second, they identify who in the company can best help that member, be it themselves or another teammate. Accountabilities Deliver a natural high from providing positive and unexpected customer experiences through general retail banking. Engage customers in “Where You Are At Money Chat” to help them save, grow, protect, and improve their financial well‑being. Work as a high‑performing team member within the branch, ensuring all checks and balances around policies and regulatory requirements are completed. Proactively and creatively offer helpful solutions and alternatives to customer inquiries. Earn high‑fives from your managers and peers by achieving sales and referral targets in a needs‑based sales environment. Skills & Qualifications Comfortable helping customers with simple financial assistance and promoting products and services. Minimum three years of experience helping members in a bank or credit union, preferably with lending and investments, spotting sales and referral opportunities. Post‑secondary education in finance, business administration, or a related field, with a desire to continue learning. Certificate in Investment Funds in Canada is a requirement. Enjoy building relationships with a diverse range of people and helping them with simple financial advice. Strong teamwork spirit and demonstration of team collaboration. Efficient multitasking, prioritizing, organizing tasks with high attention to detail. Equity, Diversity & Inclusion at Coast Capital Don’t meet every single requirement? At Coast Capital, we believe everyone has potential. We are committed to building better, brighter, more inclusive futures for everyone, including our employees. If you’re excited about this career opportunity and your experience may not perfectly align with every qualification, we still encourage you to apply. 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 commitment to equity, diversity, and inclusion. Coast Capital is committed to providing an accessible recruitment experience. If you are a candidate with a disability and require accommodation(s) during any stage of the recruitment process, please contact us at accessibility@coastcapitalsavings.com or 778‑391‑5836. Why join Coast Capital Savings? Purpose is our North Star; we align everything with our purpose. Committed to inclusion and engagement, routinely tracking progress. A career that grows with you; many have progressed from frontlines to senior leadership. Flexible work options via myWork. Customizable benefits for you and your family. Retirement options including defined contribution or benefit pension plans. Mortgage and auto financing benefits. Recognition throughout the year via an online community. A Platinum member of Canada’s Best Managed Companies and other recognitions. Reinvest 10% back into the community; over $90 million invested since 2000. Double your impact: employee volunteer program donations. Job Details Seniority Level: Mid‑Senior level Employment type: Full‑time Job function: Management and Manufacturing #J-18808-Ljbffr