Member Advice Specialist - Langley Branch

Coast Capital Savings Group; City of Langley; On-site; CAD 55,000 - 67,000; Full time

Job summary

A leading member-owned cooperative is seeking a Member Advice Specialist for their Langley Branch. This role involves providing financial assistance and promoting products to help members meet their goals. Ideal candidates are experienced in banking, with strong sales skills and a commitment to teamwork. Join a company passionate about making a positive impact in the community.

Benefits

Customizable benefits

Retirement options

Mortgage benefits

Employee recognition programs

Volunteer matching program

Qualifications

• Minimum 3 years experience in banking or credit union, preferably in lending and investments.
• Comfortable providing customers with financial help and promoting products.
• Excited to learn and advance in knowledge of finance.

Responsibilities

• Deliver positive customer experiences in retail banking.
• Engage customers to enhance their financial well-being.
• Achieve sales and referrals targets.

Skills

Customer service

Sales skills

Teamwork

Relationship building

Multi-tasking

Education

Post-secondary education in finance or business administration

Certificate in Investment Funds in Canada

Job description

Member Advice Specialist - Langley Branch

Join to apply for the Member Advice Specialist - Langley Branch role at Coast Capital Savings

Member Advice Specialist - Langley Branch

2 days ago Be among the first 25 applicants

Join to apply for the Member Advice Specialist - Langley Branch role at Coast Capital Savings

At Coast Capital, we’re not dreaming about a better future, we’re building one.

As a member-owned cooperative, we’re helping our members with their real goals and real challenges so they can live the real life they want. It’s what we’ve been doing for over 80 years, and it’s why today we stand almost 600,000 members strong. Plus, we invest 10% of our budgeted profits back into our community – almost $90 million since 2000 alone – because when our members do well, we believe our communities should do well too.

Member Advice Specialist - Langley Branch

May 28, 2025

Location(s): Langley Branch, Branch Banking Supplemental FTE

Job Type: Full Time Regular

myWork Program: In-person

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. 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, adding overdraft protection to help avoid those nasty NSF charges. But it doesn’t 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 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 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 & Qualifications

• We don’t need mathematical geniuses here, though 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 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 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 [e-mail] or call 778-391-5836. We will work with you to meet your needs.

Why join Coast Capital Savings?

• Purpose is our North Star. We look at everything through our purpose. It informs the advice we provide our members, the experiences and products we create, and the programs we build to support our employees and communities.
• Committed to inclusion and engagement. We have an ongoing focus on equity, diversity, and inclusion and routinely track how we’re doing, and what we need to do to keep improving. We foster a culture where everyone can feel safe to be who they really are and thrive.
• A career that grows with you. We believe in developing our people and promoting from within. Many employees have spent decades, and sometimes their entire careers, with Coast Capital and have progressed from the frontlines to senior leadership.
• Work where you’re most effective. In 2020 the world changed, and that includes how we work. In response to COVID-19 we launched myWork, which gives employees flexibility in where they work based on the nature of their role.
• Benefits that flex to the needs of you and your family. We offer comprehensive, customizable benefits for you and your family, so you can choose what fits best for you and your lifestyle.
• Retirement options. We also take care of our employees once they retire. That’s why we offer the choice of a defined contribution or defined benefit pension plan or RSP’s.
• Mortgage and auto financing benefits. Employees save thousands on their mortgages and auto loans with best-in-category benefits.
• Real Recognition. We recognize excellence throughout the year, through an online community that lets employees give kudos and thanks throughout the year. We’re human, which means we like to have fun with events, celebrations, and recognition throughout the year.
• An award winning culture. We’re a Platinum member of Canada’s Best Managed Companies and are regularly recognized by Canada’s Most Admired Corporate Cultures and the BC Top Employers Awards.
• We reinvest 10% back into the community. When we do well, our communities do well. That’s why since 2000 we’ve invested over $90 million into our member’s communities.
• Double your impact. Through our employee volunteer program, Coast Capital donates $10 for every hour you volunteer to a Canadian charity or non-profit of your choice.
  
  

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Management and Manufacturing

Referrals increase your chances of interviewing at Coast Capital Savings by 2x

Get notified about new Member jobs in Langley, British Columbia, Canada.

Expression of Interest - Feature Animation, Crowds, Vancouver

Langley, British Columbia, Canada 4 days ago

Langley, British Columbia, Canada 8 months ago

Langley, British Columbia, Canada 2 days ago

Surrey, British Columbia, Canada 4 days ago

Surrey, British Columbia, Canada 4 days ago

Surrey, British Columbia, Canada 4 days ago

Surrey, British Columbia, Canada 3 months ago

Langley, British Columbia, Canada 3 weeks ago

Langley, British Columbia, Canada 4 weeks ago

Port Coquitlam, British Columbia, Canada 4 days ago

Expression of Interest - Feature Animation, Layout, Vancouver

Langley, British Columbia, Canada 1 year ago

Langley, British Columbia, Canada 1 year ago

Expression of Interest - Feature Animation, Production, Vancouver

Merchandise Processing Team Member - Langley (Full Time)

Langley, British Columbia, Canada 4 weeks ago

Langley, British Columbia, Canada 4 weeks ago

City of Langley, British Columbia, Canada 1 week ago

Surrey, British Columbia, Canada 9 months ago

City of Langley, British Columbia, Canada 9 months ago

City of Langley, British Columbia, Canada 9 months ago

Frito Lay Surrey Part-Time Warehouse Person (Night Shift)

Surrey, British Columbia, Canada 2 weeks ago

Surrey, British Columbia, Canada 4 weeks ago

Surrey, British Columbia, Canada 4 weeks ago

Surrey, British Columbia, Canada 1 month ago

Surrey, British Columbia, Canada 1 month ago

City of Langley, British Columbia, Canada 1 week ago

process control operator - food and beverage processing

Richmond, British Columbia, Canada 3 weeks ago

Surrey, British Columbia, Canada 2 weeks ago

Richmond, British Columbia, Canada 4 days ago

Langley, British Columbia, Canada 4 weeks ago

Surrey, British Columbia, Canada 5 months ago

Langley, British Columbia, Canada 1 year ago

Langley, British Columbia, Canada 1 year ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.