Customer Advice Specialist - Ready-Now Greater Victoria Region

White Spot; Canada; On-site; CAD 55,000 - 67,000; Full time

Job summary

A leading financial institution is seeking a Member Advice Specialist to enhance customer experiences and assist with financial needs. You will play a crucial role in achieving sales targets while providing excellent service. The ideal candidate will have relevant certifications, a strong banking background, and exceptional interpersonal skills.

Benefits

Comprehensive benefits

Flexible work options

Career growth opportunities

Savings on mortgages and auto loans

Qualifications

• Minimum three years of experience in banking or credit union, preferably with lending and investments.
• Strong relationship-building skills with diverse individuals.
• Desire to continue learning.

Responsibilities

• Deliver positive customer experiences through retail banking.
• Engage customers to help improve their financial well-being.
• Achieve sales and referral targets.

Skills

Customer service

Sales

Teamwork

Multi-tasking

Attention to detail

Education

Post-secondary education in finance or business administration

Certificate in Investment Funds in Canada

Job description

Location(s): Any Island Branch (Aulds Road, Bay Centre, Beverly Corners, Broadmead, Central Saanich, Colwood, Courtenay, Oak Bay, Shelbourne, Sidney, Sooke, Tillicum, Westshore)

Job Type: Full Time Regular

myWork Program: Office

Starting Salary Range: $55,600.00 - $66,700.00

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. They assist members with basic personal credit needs, sell and handle Low Fee More for Me Mutual Funds, Term deposits, RRSPs, set up electronic services like internet banking, open free Chequing accounts, and add overdraft protection to help avoid NSF charges. They also identify sales opportunities and connect members with the right team members for further assistance.

This is a Ready-Now position, meaning training will be conducted at our Broadmead Branch (777 Royal Oak Dr Unit 150, Victoria, BC). Post-training, you will be assigned to your permanent branch within our Island locations, including branches in Greater Victoria, Peninsula, or mid-island regions.

Accountabilities

• Deliver positive and unexpected customer experiences through retail banking
• Engage customers in "Where You Are At Money Chat" to help improve their financial well-being
• Work as a high-performing team member to ensure policies and regulatory requirements are met
• Proactively offer helpful solutions and alternatives to customer inquiries
• Achieve sales and referral targets in a needs-based sales environment

Skills & Qualifications

• Certificate in Investment Funds in Canada is required.
• Comfortable assisting customers with simple financial needs and promoting products
• Minimum three years of experience in banking or credit union, preferably with lending and investments
• Post-secondary education in finance, business administration, or related field, with a desire to continue learning
• Enjoy building relationships and helping a diverse range of people
• Strong teamwork and multi-tasking skills with high attention to detail

Equity, Diversity & Inclusion at Coast Capital

If you don't meet every requirement, we still encourage you to apply. We value potential and are committed to building inclusive futures for everyone, including Indigenous Peoples, Black and racialized persons, persons with disabilities, people of diverse sexual and gender identities, and women. We aim to provide accessible application processes and accommodations upon request.

Why join Coast Capital Savings?

• Purpose guides us. Everything we do aligns with our purpose to serve members and communities.
• Inclusive and engaging culture. We foster a safe environment where everyone can thrive.
• Career growth. We promote from within and support your development.
• Flexible work options. Our myWork program offers flexibility in work location.
• Comprehensive benefits. Tailored to your needs and lifestyle.
• Retirement plans. Options include defined contribution, defined benefit, or RSPs.
• Financial benefits. Savings on mortgages and auto loans.
• Recognition and community involvement. We celebrate excellence and support volunteerism.

D&I at Coast

We celebrate diversity and are committed to building a team that reflects our community's varied backgrounds and perspectives.