Member Advice Specialist

1 month ago


Surrey, British Columbia, Canada Coast Capital Full time
About the Role

We are seeking a highly skilled Member Advice Specialist to join our team at Coast Capital Savings. As a key member of our branch team, you will be responsible for providing exceptional customer service and sales support to our members.

Key Responsibilities
  • Deliver personalized service to members, identifying their financial needs and providing tailored solutions.
  • Develop and maintain strong relationships with members, understanding their financial goals and objectives.
  • Stay up-to-date on Coast Capital's products and services, making recommendations to members based on their needs.
  • Work collaboratively with the branch team to achieve sales and referral targets.
  • Provide exceptional customer service, resolving member inquiries and concerns in a timely and professional manner.
Requirements
  • Minimum 3 years of experience in a banking or financial services environment.
  • 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).
  • Strong communication and interpersonal skills, with the ability to build relationships with members and colleagues.
  • Ability to work in a fast-paced environment, prioritizing multiple tasks and deadlines.
Why Join Coast Capital?
  • Purpose-driven organization with a strong commitment to inclusion and engagement.
  • Opportunities for career growth and development, with a focus on promoting from within.
  • Flexible work arrangements, including myWork, to support work-life balance.
  • Comprehensive benefits package, including retirement options and mortgage and auto financing benefits.
  • Real recognition and rewards for outstanding performance and contributions.


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