Member Advice Specialist

2 weeks ago

Pitt Meadows, British Columbia, Canada Coast Capital Full time

Job Summary:

Coast Capital Savings is seeking a highly skilled Member Advice Specialist to join our team. As a key member of our retail banking team, you will be responsible for providing exceptional customer service and sales expertise to our members.

Key Responsibilities:

  • Deliver positive and unexpected customer experiences through general retail banking.
  • Engage customers in the "where you are at Money Chat" to help them save, grow, protect, and improve their financial well-being.
  • Work 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.
  • Earn high-fives from your managers and peers for achieving sales and referrals targets in a needs-based sales environment.

Requirements:

  • 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.

Why 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 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 throughout the year, through an online community that lets employees give kudos and thanks throughout the year. We're human, which means we like to have fun with events, celebrations, and recognition throughout the year.
  • An award-winning culture. We're a Platinum member of Canada's Best Managed Companies and are regularly recognized by Canada's Most Admired Corporate Cultures and the BC Top Employers Awards.
  • We reinvest 10% back into the community. When we do well, our communities do well. That's why since 2000 we've invested over $90 million into our member's communities.
  • Double your impact. Through our employee volunteer program, Coast Capital donates $10 for every hour you volunteer to a Canadian charity or non-profit of your choice.

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