Member Advice & Financial Solutions Specialist

Coast Capital Savings; City of Langley; On-site; CAD 56,000 - 68,000; Full time

Job summary

Coast Capital Savings is seeking a Member Advice Specialist at the Langley Branch to deliver everyday banking assistance and promote Coast's products and services.

You'll help members with basic financial needs, open chequing accounts, set up online banking, and upsell products while maintaining regulatory compliance and delivering a positive customer experience. Strong relationship skills and a minimum three years in banking are preferred; a Canadian Certificate in Investment Funds is required.

Qualifications

• Minimum three years helping members in a bank or credit union, with lending and investments.
• Post-secondary education in finance, business administration or related field.
• Certificate in Investment Funds in Canada is a requirement.
• Ability to build relationships with a wide variety of people.
• Team player with multitasking and attention to detail.

Responsibilities

• 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

Customer service

Sales

Product knowledge

Basic math

Education

Certificate in Investment Funds in Canada

Job description

Coast Capital Savings is seeking a Member Advice Specialist at the Langley Branch to deliver everyday banking assistance and promote Coast's products and services.

You'll help members with basic financial needs, open chequing accounts, set up online banking, and upsell products while maintaining regulatory compliance and delivering a positive customer experience. Strong relationship skills and a minimum three years in banking are preferred; a Canadian Certificate in Investment Funds is required.