Branch Member Services Advisor - Banking & Growth

Coast Capital Savings; Kelowna; On-site; CAD 47,000 - 50,000; Full time

Job summary

Coast Capital Savings is seeking a Member Service Representative at our Kelowna branch. You will greet members, listen to their needs, and provide friendly service while identifying opportunities to deepen relationships.

This role emphasizes guiding members to our digital channels and offering financial advice within the Coast Capital framework. As the frontline ambassador, you will educate members on online banking and mobile platforms, collaborate with colleagues to meet financial needs, and

Qualifications

• Strong verbal English communication and comfortable handling sensitive conversations.
• Active listening to identify member needs and opportunities.
• Empathy to understand members' financial situations and respond respectfully.
• Proactive initiative to improve member experiences.
• Solid problem solving to resolve issues with members.
• Curiosity to learn about financial products and services.
• Advisory mindset to refer members to specialists when needed.
• Adaptability to handle changing situations in branch environments.
• Motivation to grow in customer service and banking careers.
• High integrity, following processes and doing the right thing.

Responsibilities

• Be the first friendly face in the branch and uphold Coast Capital values.
• Build relationships and deliver outstanding member experiences.
• Educate members on online banking and mobile platforms.
• Collaborate with teammates to meet members' financial needs.
• Understand how Coast Capital supports members' financial well‑being.
• Resolve and prevent member banking issues to create positive experiences.
• Be vigilant for counterfeit money or illegal transactions.

Skills

Communication

Active Listening

Empathy

Initiative

Problem Solving

Curiosity

Advisory

Adaptability

Motivation

Integrity

Job description

Coast Capital Savings is seeking a Member Service Representative at our Kelowna branch. You will greet members, listen to their needs, and provide friendly service while identifying opportunities to deepen relationships.

This role emphasizes guiding members to our digital channels and offering financial advice within the Coast Capital framework. As the frontline ambassador, you will educate members on online banking and mobile platforms, collaborate with colleagues to meet financial needs, and