Member Advice Specialist

3 weeks ago

Chilliwack, 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**: Cottonwood Branch**Job Type**: Part 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 excellence

  • Member Experience Specialist

    2 weeks ago

    Chilliwack, Canada Prospera Full time

    Built on nearly 80 years of service in local communities,ProsperaCredit 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,Prosperais proud to serve...

  • Member Experience Specialist

    4 weeks ago

    Chilliwack, 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

    3 weeks ago

    Chilliwack, Canada Prospera Full time

    Built on nearly 80 years of service in local communities,ProsperaCredit 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,Prosperais proud to serve...

  • Member Experience Specialist

    3 weeks ago

    Chilliwack, Canada Prospera Full time

    Built on nearly 80 years of service in local communities,ProsperaCredit 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,Prosperais proud to serve...

  • Member Experience Specialist

    4 weeks ago

    Chilliwack, 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 Service Specialist

    1 day ago

    Chilliwack, 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 Service Specialist

    4 days ago

    Chilliwack, 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 Service Specialist

    2 weeks ago

    Chilliwack, Canada Prospera Credit Union Full time

    TEAM LOCAL is hiringBuilt on more than 75 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 $7.5 billion in assets and 120,000 members. With 26 branches,...

  • Wealth Planning Specialist

    1 week ago

    Chilliwack, Canada Envision Financial, a division of First West Credit Union Full time

    We are currently seeking a Wealth Planning Specialist to join our team in our Chilliwack Envision Financial region. The Wealth Planning Specialist (WPS) provides professional and comprehensive financial planning advice to high value members within assigned credit union branches. This role completes a review of the member’s investment portfolio and...

  • Manager, Client Advice I

    4 weeks ago

    Chilliwack, 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...

  • Member Services Representative

    3 weeks ago

    Chilliwack, 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 Services Representative

    3 weeks ago

    Chilliwack, 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 Service Specialist

    3 weeks ago

    Chilliwack, Canada Prospera Credit Union Full time

    **TEAM LOCAL is hiring** Built on more than 75 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 $7.5 billion in assets and 120,000 members. With 26...

  • Wealth Relationship Manager

    1 week ago

    Chilliwack, Canada Vancouver City Savings Credit Union Full time

    Vancity is the largest private sector Living Wage Employer in Canada and have been consistently recognized as one of the Top Employers in Canada. Come join our team of 2,700 diverse individuals and access competitive rewards & benefits, all while knowing you are a part of a greater movement. Are you excited to support Vancity's values towards Socially...

  • Member Advisor

    4 weeks ago

    Chilliwack, Canada Envision Financial, a division of First West Credit Union Full time

    We are currently seeking a Member Advisor to join our team. The Member Advisor is responsible for providing front line member service to triage and manage member needs by asking members thoughtful financial questions and create positive experiences to retain and deepen financial relationships. Advance member knowledge and use of digital channels set up to...

  • Member Advisor

    2 weeks ago

    Chilliwack, Canada Envision Financial, a division of First West Credit Union Full time

    We are currently seeking a Member Advisor to join our team. This position is Tuesday - Saturday. The Member Advisor is responsible for providing front line member service to triage and manage member needs by asking members thoughtful financial questions and create positive experiences to retain and deepen financial relationships. Advance member knowledge...

  • Member Advisor

    2 weeks ago

    Chilliwack, Canada Envision Financial, a division of First West Credit Union Full time

    We are currently seeking a Member Advisor to join our team. The Member Advisor is responsible for providing front line member service to triage and manage member needs by asking members thoughtful financial questions and create positive experiences to retain and deepen financial relationships. Advance member knowledge and use of digital channels set up to...

  • Wealth Relationship Manager

    1 week ago

    Chilliwack, Canada Vancity Full time

    Vancity is the largest private sector Living Wage Employer in Canada and have been consistently recognized as one of the Top Employers in Canada. Come join our team of 2,700 diverse individuals and access competitive rewards & benefits, all while knowing you are a part of a greater movement. Are you excited to support Vancity's values towards Socially...

  • Wealth Relationship Manager

    2 weeks ago

    Chilliwack, Canada Vancity Full time

    Vancity is the largest private sector Living Wage Employer in Canada and have been consistently recognized as one of the Top Employers in Canada. Come join our team of 2,700 diverse individuals and access competitive rewards & benefits, all while knowing you are a part of a greater movement.Are you excited to support Vancity's values towards Socially...

  • Procurement Specialist

    1 week ago

    Chilliwack, Canada AdvanTec Global Innovations Full time

    **Advanced Flow Systems, manufacturing made better**. Whether it is designing and manufacturing the world’s most advanced Biogas System or engineering astonishing Industrial Equipment and process facilities, the team at Advanced Flow Systems is driven by passion, and an insatiable urge for creativity. **Why come work for us**: - Advanced Flow Systems...