Member Advice Specialist

2 weeks ago

Victoria, Canada Coast Capital Savings Full time

Member Advice Specialist - Vancouver (Downtown)/North Vancouver Coast Capital Savings is a member‑owned cooperative that has a strong focus on community investment and customer service. We provide a range of banking and investment products to our members. Location North Vancouver Branch Job Type Full Time Regular Salary $55,600.00 – $66,700.00 per year Job Purpose As a Member Advice Specialist you greet members, assist with everyday banking needs, and promote our financial products and services. You will also identify cross‑sell opportunities and refer members to the appropriate team member. Accountabilities Deliver a positive and unexpected customer experience in retail banking. Engage customers in the “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 to ensure compliance with policies and regulatory requirements. Proactively and creatively offer help and alternatives to customer inquiries. Achieve sales and referral targets in a needs‑based sales environment. Skills & Qualifications Comfortable providing simple financial help and promoting our products. Minimum of three years of experience in a bank or credit union, with exposure to lending, investments and sales. Post‑secondary education in finance, business administration or a related field. Certificate in Investment Funds in Canada (required). Strong relationship‑building and teamwork skills. Excellent multitasking, prioritization and attention to detail. Equity, Diversity & Inclusion We are committed to equity, diversity and inclusion and strongly encourage applications from Indigenous Peoples, Black, racialised persons, people with disabilities and members of the LGBTQ2+ community. If you need accommodations during our recruitment process, please contact accessibility@coastcapitalsavings.com. Why Join Coast Capital Savings? Our purpose guides every customer interaction, product and program. We foster an inclusive culture where everyone can thrive. Career growth from front‑line to senior leadership. Flexible work options with our myWork program. Comprehensive, customizable benefits for you and your family. Defined contribution or defined benefit pension plan, or RSPs. Mortgage and auto financing benefits. Employee recognition and celebration events. Involvement with community projects and volunteer programs. We reinvest 10% of profits back into community initiatives. #J-18808-Ljbffr

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