Customer Advice Specialist - Courtenay Branch

Coast Capital Savings; Richmond; On-site; CAD 55,000 - 67,000; Full time

Job summary

An established industry player is seeking enthusiastic Member Advice Specialists to join their dynamic team. In this role, you will engage with customers, providing exceptional service while promoting financial products and services. Your ability to connect with people and understand their needs will be key to your success. This position offers a chance to thrive in a supportive environment where teamwork is valued. If you're passionate about helping others improve their financial well-being and eager to grow your career, this opportunity is perfect for you. Join a company committed to equity, diversity, and inclusion, and make a meaningful impact in your community.

Qualifications

• Minimum 3 years experience in banking or credit union.
• Strong customer service and sales skills required.

Responsibilities

• Deliver positive customer experiences in retail banking.
• Engage customers in financial discussions and promote products.

Skills

Customer Service

Sales Skills

Financial Knowledge

Teamwork

Multi-tasking

Education

Post-secondary education in finance or business administration

Certificate in Investment Funds in Canada

Job description

Location(s): Courtenay Branch

Job Type: Full Time

myWork Options: In-person

Starting Salary Range: $55,600.00 - $66,700

Background Screening Requirement:

• Enhanced Criminal Record Check (every 5 years)
• Credit Check (every 5 years)
• Identity 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, and adding overdraft protection to help avoid those nasty NSF charges. But it doesn’t end there; Member Advice Specialists do two other very important 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 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 the 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 of 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

Don’t meet every single requirement? At Coast Capital, we believe everyone has potential. We are committed to building better, brighter, more inclusive futures for everyone – including our employees. We see the potential in our employees to achieve amazing things and want to invest in your future. If you’re 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 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 [e-mail] or call 778-391-5836. We will work with you to meet your needs.