Member Advice Specialist

4 months ago

Surrey, 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

**Location**: Grandview Corners Branch**Job Type**: Full Time**myWork Options**: In-person**Starting Salary Range**: $51,000-$65,000**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.
- You proudly hang your Investment Funds in Canada certificate in your office.
- 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?

**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 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.

**Real recognition.** We recognize exce

  • Member Advice Specialist

    6 days ago

    Surrey, 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...

  • Member Advice Specialist

    4 months ago

    Surrey, 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...

  • Customer Advice Specialist

    4 months ago

    Surrey, 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...

  • Member Experience Specialist

    1 week ago

    Surrey, British Columbia, Canada Prospera Credit Union Full time

    Unlock Your Potential as a Member Experience SpecialistProspera Credit Union is seeking a highly motivated and customer-focused individual to join our team as a Member Experience Specialist. In this role, you will play a vital part in developing strong relationships with our members, understanding their financial needs, and providing tailored solutions to...

  • Member Experience Specialist

    1 week ago

    Surrey, British Columbia, Canada Prospera Credit Union Full time

    Unlock Your Potential as a Member Experience SpecialistProspera Credit Union is seeking a highly motivated and customer-focused individual to join our team as a Member Experience Specialist. In this role, you will play a vital part in developing strong relationships with our members, understanding their financial needs, and providing tailored solutions to...

  • Member Experience Specialist

    4 days ago

    Surrey, British Columbia, Canada Prospera Credit Union Full time

    **Member Experience Specialist** Prospera Credit Union is a community-based organization that offers a full range of financial products and services. We are seeking a Member Experience Specialist to develop member-first advisory relationships and provide access to day-to-day, lending and investing products and services. **Key Responsibilities:** Onboard...

  • Member Experience Specialist

    2 weeks ago

    Surrey, British Columbia, Canada Prospera Credit Union Full time

    Member Experience Specialist Prospera Credit Union is a community-based, purpose-driven organization that offers a full range of financial products and services. With nearly 80 years of service in local communities, we're proud to serve communities throughout the Lower Mainland, Fraser Valley and Okanagan. We're seeking a highly motivated and...

  • Member Experience Specialist

    6 days ago

    Surrey, British Columbia, Canada Prospera Credit Union Full time

    **Member Experience Specialist** Prospera Credit Union is a community-based organization that offers a full range of financial products and services. We are seeking a Member Experience Specialist to develop member-first advisory relationships and provide access to day-to-day, lending and investing products and services. **Job Description:** We are looking...

  • Lending Specialist, Advice Centre

    2 months ago

    Surrey, Canada Coast Capital Full time

    Location(s):  Help Headquarters  Job Type:  Full Time  myWork Options:  Hybrid Starting Salary Range: $63k to $70k Background Screening Requirement:   Enhanced Criminal Record Check  Credit Check  Identity Verification  Education Verification Employment Verification References What’s the job? Are you looking for a...

  • Member Relationship Specialist

    4 weeks ago

    Surrey, British Columbia, Canada Prospera Credit Union Full time

    Prospera Credit Union is a community-focused financial institution dedicated to empowering individuals and businesses through exceptional service and tailored financial solutions. We are seeking a passionate and driven Member Experience Specialist to join our team. In this role, you will play a vital part in cultivating lasting relationships with our...

  • Member Experience Specialist

    1 month ago

    Surrey, British Columbia, Canada Prospera Credit Union Full time

    TEAM LOCAL is hiring Built on nearly 80 years of service in local communities, Prospera Credit Union is a community-based, purpose-driven organization that offers a full range of financial products and services. Prospera is one of the largest credit unions in British Columbia, with approximately $9.3 billion in assets and 120,000 members. With 24 branches,...

  • Member Experience Specialist

    6 days ago

    Surrey, British Columbia, Canada Prospera Credit Union Full time

    TEAM LOCAL is hiring Built on nearly 80 years of service in local communities, Prospera Credit Union is a community-based, purpose-driven organization that offers a full range of financial products and services. Prospera is one of the largest credit unions in British Columbia, with approximately $9.3 billion in assets and 120,000 members. With 24 branches,...

  • Member Experience Specialist

    2 weeks ago

    Surrey, Canada Prospera Credit Union Full time

    **TEAM LOCAL is hiring** Built on nearly 80 years of service in local communities, Prospera Credit Union is a community-based, purpose-driven organization that offers a full range of financial products and services. Prospera is one of the largest credit unions in British Columbia, with approximately $9.3 billion in assets and 120,000 members. With 24...

  • Member Experience Specialist

    2 weeks ago

    Surrey, Canada Prospera Credit Union Full time

    TEAM LOCAL is hiring Built on nearly 80 years of service in local communities, Prospera Credit Union is a community-based, purpose-driven organization that offers a full range of financial products and services. Prospera is one of the largest credit unions in British Columbia, with approximately $9.3 billion in assets and 120,000 members. With 24 branches,...

  • Member Experience Professional

    2 weeks ago

    Surrey, British Columbia, Canada Prospera Credit Union Full time

    Job SummaryWe are seeking a highly skilled Member Experience Specialist to join our team at Prospera Credit Union. As a Member Experience Specialist, you will play a vital role in developing member-first advisory relationships and providing exceptional service to our members.Key ResponsibilitiesOnboard and initiate relationship conversations and...

  • Member Experience Professional

    2 weeks ago

    Surrey, British Columbia, Canada Prospera Credit Union Full time

    Job SummaryWe are seeking a highly skilled Member Experience Specialist to join our team at Prospera Credit Union. As a Member Experience Specialist, you will play a vital role in developing member-first advisory relationships and providing exceptional service to our members.Key ResponsibilitiesOnboard and initiate relationship conversations and...

  • Member Experience Specialist

    2 weeks ago

    Surrey, British Columbia, Canada Prospera Credit Union Full time

    About the RoleWe are seeking a highly skilled Member Experience Specialist to join our team at Prospera Credit Union. As a key member of our team, you will play a vital role in developing member-first advisory relationships and providing exceptional service to our members.Key ResponsibilitiesOnboarding and Relationship Development: Onboard and initiate...

  • Member Experience Specialist

    2 weeks ago

    Surrey, British Columbia, Canada Prospera Credit Union Full time

    About the RoleWe are seeking a highly skilled Member Experience Specialist to join our team at Prospera Credit Union. As a key member of our team, you will play a vital role in developing member-first advisory relationships and providing exceptional service to our members.Key ResponsibilitiesOnboarding and Relationship Development: Onboard and initiate...

  • Member Experience Specialist

    2 weeks ago

    Surrey, British Columbia, Canada Prospera Credit Union Full time

    About the RoleWe are seeking a highly skilled Member Experience Specialist to join our team at Prospera Credit Union. As a key member of our team, you will play a vital role in developing member-first advisory relationships and providing exceptional service to our members.Key ResponsibilitiesOnboarding and Relationship Development: Onboard and initiate...

  • Member Experience Specialist

    1 month ago

    Surrey, Canada Prospera Credit Union Full time

    TEAM LOCAL is hiring Built on nearly 80 years of service in local communities, Prospera Credit Union is a community-based, purpose-driven organization that offers a full range of financial products and services. Prospera is one of the largest credit unions in British Columbia, with approximately $9.3 billion in assets and 120,000 members. With 24...