Member Advice Specialist

2 weeks ago

Courtenay, 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.

Member Advice Specialist
- Jan 20, 2025

**Location(s)**: Courtenay Branch

**Job Type**: Full Time

**myWork Options**: In-person, Hybrid

**Starting Salary Range**: $55,000-$65,000

**Background Screening Requirement**:

- Enhanced Criminal Record Check
- Credit Check
- Employment Verification
- References

**What's the job?**
- 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. 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 you’ll get to do**:

- 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.
- Promote our products and services, while proactively and creatively offering 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?**
- 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.
- Mutual Funds accreditation (e.g., Investment Funds in Canada or the Canadian Securities Course) is an absolute requirement.
- A warm, friendly, and approachable attitude with a demonstrated passion for putting clients first, as well as demonstrated success in a fast-paced retail environment.
- Above average digital literacy across a broad range of devices (e.g., smartphones, tablets, laptops, etc.) and can learn new technology very quickly.
- Multi-tasker and self-starter who is comfortable working independently as well as part of a team.
- Ability to prioritize and organize what needs to get done coupled with a high attention to detail.
- 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**

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. That’s why we offer the choice of a defined contribution or

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