Current jobs related to Member Advice Specialist - Richmond - Coast Capital Savings
-
Member Advice Specialist
2 days ago
Richmond, Canada Coast Capital Full timeLocation(s): Cambie Branch Job Type: Full Time Regular myWork Program: Office Starting Salary Range: $55,600.00 - $66,700.00 Background Screening Requirement: Enhanced Criminal Record Check Credit Check Identity Verification Employment Verification References Job Purpose When you visit a Coast branch, you’re greeted with a line of smiling...
-
Customer Service
1 week ago
Richmond Hill, Canada Window Door Specialist Full timeLocated in Richmond Hill, Ontario; The Window and Door Specialist have been providing top quality windows and doors in the GTA for over 35 years. The Window & Door Specialist’s core values are “Honesty, Integrity, and Trust”. As a member of our team you will exemplify those values while providing top notch product knowledge and customer service to...
-
Member Financial Advisor
4 weeks ago
Richmond, Canada Coast Capital Savings Full timeA financial institution in Canada is seeking a Member Advice Specialist to provide exceptional customer service and sales support. The ideal candidate should have a strong background in banking, excellent teamwork abilities, and a Certificate in Investment Funds in Canada. This role emphasizes engaging customers and achieving sales targets, all while...
-
Window and Door Installer
1 week ago
Richmond Hill, Canada Window Door Specialist Full timeLocated in Richmond Hill, Ontario; The Window and Door Specialist have been providing top quality windows and doors in the GTA for over 35 years. The Window & Door Specialist’s core values are “Honesty, Integrity, and Trust”. As a member of our team you will exemplify those values in the Project Coordinator role. In this role you will be responsible...
-
Member Services Representative
2 weeks ago
Richmond, British Columbia, Canada Coast Capital Savings Full time $23 - $25Location(s): Ironwood Branch Job Type: Part Time Regular myWork Program: OfficeStarting Salary Range: $ $25.18Background Screening Requirement: Enhanced Criminal Record CheckCredit CheckIdentity Verification Employment VerificationReferences Job PurposeOn any given shift you will be the face of Coast Capital in the branch and balance a friendly...
-
Member Services Representative
1 week ago
Richmond, British Columbia, Canada Coast Capital Savings Full time $42,000 - $63,000 per yearLocation(s): Cambie Branch Job Type: Part Time Regular myWork Program: OfficeStarting Salary Range: $23.18- $25.18Background Screening Requirement: Enhanced Criminal Record CheckCredit CheckIdentity Verification Employment VerificationReferences Job PurposeOn any given shift you will be the face of Coast Capital in the branch and balance a friendly...
-
Member Services Representative
2 weeks ago
Richmond, British Columbia, Canada Coast Capital Savings Full time $40,000 - $60,000 per yearAt Coast Capital, we're not dreaming about a better future, we're building one.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...
-
Member Services Representative
1 week ago
Richmond, British Columbia, Canada Coast Capital Savings Full timeAt Coast Capital, we're not dreaming about a better future, we're building one.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...
-
business systems specialist
2 weeks ago
Richmond, Canada Ebco Industries Ltd. Full timebusiness systems specialist - computer systems 4 days ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Languages English Education Bachelor's degree Experience 1 to less than 7 months Location On site – work must be completed at the physical location. No option to work remotely. Responsibilities Confer...
-
business systems specialist
3 weeks ago
Richmond, Canada Ebco Industries Ltd. Full timebusiness systems specialist - computer systems 4 days ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Languages English Education Bachelor's degree Experience 1 to less than 7 months Location On site – work must be completed at the physical location. No option to work remotely. Responsibilities Confer...
Member Advice Specialist
2 weeks ago
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 - Cambie Branch
- Feb 21, 2025
**Location(s)**: Cambie Branch
**Job Type**: Full Time
**myWork Options**: In-person
**Starting Salary Range**: $54,000 - $65,000
- Enhanced Criminal Record Check (every 5 years)
- Credit Check (every 5 years)
- Social Media Check (every 5 years)
- Identity Verification
- Education Verification
- Employment Verification
- References
**Job Purpose**
- 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.
**Accountabilities**
- 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
**Skills & Qualifications**
- 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.
- **Certificate in Investment Funds in Canada is a requirement.**:
- 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 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
