Member Advice Specialist
Member Advice Specialist
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$ 55000 - 65000
1 Vacancy
Job Description
Location(s):Walnut Grove Branch
Job Type:Full Time
myWork Options:Inperson
Starting Salary Range: $55000$65000
Background Screening Requirement:
- EnhancedCriminal Record Check
- Credit Check
- Employment Verification
- References
Whats the job
When you visit a Coast Capital Savings branch youre 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 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 (NonSufficient Fund) it doesnt 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 lineup of products and services. Next they figure out who in the company can best help that member be it themselves or another teammate.
What youll get to do:
- 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 wellbeing.
- Working as a highperforming 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.
- Earning highfives from your managers and peers for achieving sales and referrals targets in a needsbased sales environment.
Who are we looking for
- 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 xray vision to spot sales and referral opportunities.
- Postsecondary 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 fastpaced 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.
- Multitasker and selfstarter who is comfortable working independentlyas 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.
Equity Diversity & Inclusion at Coast Capital
Dont meet every single requirement At Coast Capital we believe everyone has potential. We are committed tobuilding better brighter more inclusive futuresfor everyone including our employees. We see the potential in our employees to achieve amazing things and want to invest in your future. If youre excited about this career opportunity and your experience may not perfectly align with every qualification in this job posting we still encourage you to apply. You may be just the right candidate for this or other opportunities at Coast Capital.
At Coast Capital we are committed to equity diversity and inclusion. We strongly encourage applications from Indigenous Peoples Black and racialized persons persons with disabilities people of diverse sexual and gender identities and women. We value applicants who have demonstrated a commitment to equity diversity and inclusion and recognize that diverse perspectives experiences and expertise benefit of our employees our members and our community.
We strive to provide an accessible candidate experience for our candidates with different abilities. If you require any accommodations please contact or call. We will work with you to meet your needs.
Required Experience:
Unclear Seniority
Employment Type
Full Time
