Customer Advice Specialist

2 months ago

Vancouver, Canada Coast Capital Savings Full time

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.

Customer Advice Specialist - Yaletown Branch
- Oct 26, 2024**Location(s)**: Yaletown Branch**Job Type**: Full Time**myWork Options**: In-person**Starting Salary Range**:$55,000 - $65,000**Background Screening Requirement**:

- Enhanced Criminal Record Check (every 5 years)
- Credit Check (every 5 years)
- Social Media Check (every 5 years)
- Identity Verification
- Education Verification
- Employment Verification
- References

**What's the job?**
- 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 our internet banking, opening free Chequing accounts, adding overdraft protection to help avoid those nasty NSF charges. But it doesn’t end there, Member Advice Specialists do two other very importing things. 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.**What else will you get to do every day?**
- 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
- Proactively and creatively offer helpful solutions and alternatives to customer inquiries
- Earning high-fives from your managers and peers for achieving sales and referrals targets in a needs based sales environment

**Who are we looking for?**
- We don’t need mathematical geniuses here, though ability to add and subtract would be useful. Mostly we just need people who are comfortable helping customers with simple financial help and promoting our products and services.
- Experience helping members in either a bank or credit union for a minimum three years, preferably where you mastered lending and investments, and you used your x-ray vision to spot sales and referral opportunities.
- You are excited to share with the world what you learned during your post-secondary education in finance, business administration or a related field. And you aren’t done learning; you have a desire to know more.
- **Certificate in Investment Funds in Canada is a requirement.**:

- You really like building relationships with a wide variety of people and want to help them with simple financial help.
- You are a big fan of teamwork and demonstrate your team spirit every day.
- You are a multi-tasking prodigy, able to efficiently and effectively prioritize and organize what needs to get done coupled with a high attention to detail.

**Equity, Diversity & Inclusion at Coast Capital**- Why join Coast Capital Savings?
- **Purpose is our North Star.** We look at everything through our purpose. 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.
- **A career that grows with you.** We believe in developing our people and promoting from within. Many employees have spent decades, and sometimes their entire careers, with Coast Capital and have progressed from the frontlines to senior leadership.
- **Work where you’re most effective.** In 2020 the world changed, and that includes how we work. In response to COVID-19 we launched myWork, which gives employees flexibility in where they work based on the nature of their role.
- **Benefits that flex to the needs of you and your family.** We offer comprehensive, customizable benefits for you and your family, so you can choose what fits best for you and your lifestyle.
- **Retirement options.** We also take care of our employees once they retire. Th

  • Exterior Installation Specialist

    4 weeks ago

    Vancouver, British Columbia, Canada VBS Siding Specialist Full time

    Job SummaryWe are seeking a skilled Siding Installer to join our team at VBS Siding Specialist. As a key member of our installation crew, you will be responsible for installing and repairing exterior prefabricated products, ensuring high-quality results that meet our customers' expectations.

  • Customer Service Representative

    4 weeks ago

    Vancouver, British Columbia, Canada Coast Capital Savings Full time

    {"About the Role:At Coast Capital Savings, we're committed to helping our members achieve their financial goals. As a Customer Advice Specialist, you'll play a key role in providing exceptional customer service and promoting our products and services to help our members succeed.Key Responsibilities:Deliver personalized service to our members, addressing...

  • Customer Service Specialist

    4 weeks ago

    Vancouver, British Columbia, Canada Securicom Solutions Full time

    We are seeking an experienced Customer Service Specialist to join our team at Securicom Solutions.About the RoleThis position is responsible for providing exceptional customer service and technical support to users experiencing difficulties with computer systems. The ideal candidate will have a strong educational background, excellent communication skills,...

  • Customer Support Specialist

    6 months ago

    Vancouver, Canada Push Operations Full time

    **The Company**: Push is an all-in-one platform that helps businesses grow and scale their companies by simplifying HR, payroll, time tracking, and scheduling. Our purpose is to help our customers free up their time by making people management ridiculously easy, so they can focus on their passion. Our customer base includes some of the biggest brands, such...

  • Customer Support Specialist

    6 months ago

    Vancouver, Canada Push Operations Full time

    Find a job that you love. We're a team of fun and driven individuals disrupting the environment of employee management. We help entrepreneurs streamline their operations by automating management tasks, allowing them to do more of what they love. **The Company**: Push is an all-in-one platform that helps businesses grow and scale their companies by...

  • User Experience Design Specialist

    5 days ago

    Vancouver, British Columbia, Canada PuroClean Certified Restoration Specialist of Auburn Full time

    We are seeking an early career professional to join our design team at PuroClean Certified Restoration Specialist of Auburn. This role is a fantastic opportunity for someone looking to develop their skills in user experience (UX) design.About UsPuroClean Certified Restoration Specialist of Auburn is a reputable company with a commitment to excellence in the...

  • Manager, Client Advice I

    6 months ago

    Vancouver, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Customer Care Specialist

    4 months ago

    Vancouver, Canada Worldline Full time

    Customer Care Specialist - ISV Location: Remote, in-person, and hybrid (the option to work from our beautiful Victoria, BC office) Ideally located locally to meet current support needs We are the innovators at the heart of the payments technology industry, shaping how the world pays and gets paid. The solutions our people build today power the growth of...

  • Customer Support Specialist

    3 weeks ago

    Vancouver, Canada Push Operations Full time

    **The Company**: Push is an all-in-one platform that helps businesses grow and scale their companies by simplifying HR, payroll, time tracking, and scheduling. Our purpose is to help our customers free up their time by making people management ridiculously easy, so they can focus on their passion. Our customer base includes some of the biggest brands, such...

  • Customer Service Specialist

    1 month ago

    Vancouver, Canada Home Trust Full time

    Come join **Home Trust Company** as a **Customer Service Specialist** in our Contact Centre! Home Trust Company has developed a track record of success as Canada’s leading alternative lender, employing nearly 800 people in our Toronto headquarters and branches across the country. Building on the demonstrated strength of its core residential mortgage...

  • Customer Service Representative

    6 months ago

    Vancouver, Canada BMO Financial Group Full time

    958 Denman Street Vancouver British Columbia,V6G 2M2 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and...

  • Customer Service Representative

    6 months ago

    Vancouver, Canada BMO Financial Group Full time

    595 Burrard Street Vancouver British Columbia,V7X 1L7 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and...

  • Customer Service Representative

    6 months ago

    Vancouver, Canada BMO Financial Group Full time

    2515 East Hastings Street Vancouver British Columbia,V5K 1Z2 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer...

  • Customer Service Representative

    6 months ago

    Vancouver, Canada BMO Financial Group Full time

    5710 Victoria Drive Vancouver British Columbia,V5P 3W6 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and...

  • Customer Service Representative

    6 months ago

    Vancouver, Canada BMO Financial Group Full time

    5755 Oak Street Vancouver British Columbia,V6M 2V7 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and...

  • Customer Services Representative

    6 months ago

    Vancouver, Canada BMO Financial Group Full time

    2102 West 41st Avenue Vancouver British Columbia,V6M 1Z2 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience...

  • Customer Service Representative

    6 days ago

    Vancouver, Canada BMO Financial Group Full time

    7150 Kerr Street Vancouver British Columbia,V5S 4W2 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and...

  • Customer Services Representative

    6 months ago

    Vancouver, Canada BMO Financial Group Full time

    8324 Granville Street Vancouver British Columbia,V6P 4Z7 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience...

  • Customer Service Representatives

    6 months ago

    Vancouver, Canada BMO Financial Group Full time

    777 West Broadway Avenue Vancouver British Columbia,V5Z 4J7 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience...

  • Customer Service Representative

    1 month ago

    Vancouver, Canada BMO Financial Group Full time

    2102 West 41st Avenue Vancouver British Columbia,V6M 1Z2 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience...