Member Banking Specialist, Advice Centre

Coast Capital Savings; Surrey; Hybrid; CAD 50,000 - 58,000; Full time

Benefits offered by this job

Hybrid work model

6–8 weeks training

Competitive pay

Job summary

Coast Capital Savings is hiring a Member Banking Specialist at our Surrey head office to help Members with online banking, accounts and financial guidance. The role blends sales and service to deepen member relationships.

After a 6–8 week training program, this full-time position offers hybrid work from home options and a start date aligned with training and probation. Flexibility to cover shifts Monday–Saturday and Sundays as posted.

Qualifications

• 2+ years experience in either in a call centre, financial services or in a fast-paced service industry where you have been required to think quickly and be resourceful.
• Previous experience meeting and exceeding sales targets.
• The ability to manage complex, sensitive and sometimes stressful issues and deliver top-notch customer service to our members, each and every time in a fast-paced environment.
• Respond to a variety of clients about time-sensitive issues with empathy, tact, respect, and courtesy.
• Strong English verbal and written communication skills. A second language is considered an asset.
• Superior digital capability to help our members navigate their online banking or learn new technologies as they are introduced.

Responsibilities

• Provide professional, timely customer service over the phone and email to our members, and be comfortable with proactively recommending Coast Capital products to support our member's financial health.
• Assist members with their financial goals, including; setting up their online banking, opening a Free Chequing account, adding overdraft protection, assisting with credit card applications, setting up registered products, assisting with term deposits etc.
• Educate and provide digital support to members with online banking assistance including technical troubleshooting.
• Identify opportunities to further aid members by referring them to other lines of business within Coast Capital.

Skills

Call center experience

Sales targets

Digital literacy

Strong communication

Financial services

Tools

CRM systems

Job description

Location(s): Help Headquarters

Job Type: Full Time Regular

myWork Program: Hybrid

Starting Salary Range: $50,300.00 - $57,900.00

Background Screening Requirement:

• Enhanced Criminal Record Check
• Credit Check
• Identity Verification
• Employment Verification
• References

Job Purpose

As a Coast Capital Banking Specialist, you are a trusted advisor, who builds and manages relationships with our Members via our Advice Centre. While this job is posted as a Customer Banking Specialist, internally, we title it a Member Banking Specialist, always putting Members at the centre of everything we do.

On any given shift you will perform a juggling act balancing a friendly sales and service approach with demonstrated ability to proactively listen and identify opportunities to deepen member relationships. By providing our Members with support and financial advice, we help them Build a Better Future, Together.

If you're looking to launch or continue to grow a long-term career in the financial industry with one of BC's Top Employers, this is the opportunity for you. Don't worry if you don't have industry experience yet. We provide 6-8 weeks of full-time training to start to help you develop your long-term career in the Financial Services industry. This is a full-time role (37.5 hours per week) where you'll work at our Head Office in Surrey with the option of working hybrid from home after passing training and probation.

The deadline to apply to this position is October 15th, 2025 with a start date of January 4th, 2027.

Accountabilities

• Provide professional, timely customer service over the phone and email to our members, and be comfortable with proactively recommending Coast Capital products to support our member's financial health.
• Assist members with their financial goals, including; setting up their online banking, opening a Free Chequing account, adding overdraft protection, assisting with credit card applications, setting up registered products, assisting with term deposits etc.
• Educate and provide digital support to members with online banking assistance including technical troubleshooting.
• Identify opportunities to further aid members by referring them to other lines of business within Coast Capital.

Skills and Qualifications

• 2+ years experience in either in a call centre, financial services or in a fast-paced service industry where you have been required to think quickly and be resourceful.
• Previous experience meeting and exceeding sales targets.
• The ability to manage complex, sensitive and sometimes stressful issues and deliver top-notch customer service to our members, each and every time in a fast-paced environment.
• Respond to a variety of clients about time-sensitive issues with empathy, tact, respect, and courtesy.
• Strong English verbal and written communication skills. A second language is considered an asset.
• Superior digital capability to help our members navigate their online banking or learn new technologies as they are introduced.
• Fast keyboarding speed to effectively document calls and complex information.
• Strong interest in continuous learning in a financial environment and the ability to take in information quickly.
• Comfort with following strict compliance processes and controls to protect members' and their personal information and mitigate risk to Coast Capital.
• Strong collaboration skills, and desire to be a supportive and positive team player.
• Ability to work various shifts to meet our member's needs Monday to Saturday 7:30 am to 8:15 pm and Sundays 8:45 am to 5:45 pm (set rotation, posted in advance).

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.

Coast Capital is committed to providing an accessible recruitment experience. If you are a candidate with a disability and require accommodation(s) during any stage of the recruitment process, please contact us at [e-mail] or 778-391-5836. This contact is intended solely for inquiries or feedback related to accessibility barriers, accommodation requests or alternate format requests. We will work with you to ensure your needs are met. You will only receive a response to inquiries related to these topics.

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.

D&I at Coast At Coast Capital, we value diversity, equity and inclusion. We're not all the same and we like it that way. We don't just accept differences - we celebrate, support, and we thrive on them for the benefit of our employees, our members, and our community. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills.