Member Services Pro — Banking & Advisory (Part-Time)

Coast Capital Savings; Kelowna; On-site; CAD 21,000 - 41,000; Part time

Job summary

Coast Capital Savings in Kelowna is seeking a part-time Member Service Representative to greet members, listen to needs, and offer financial guidance that deepens relationships. You will promote using online banking and mobile apps, while delivering friendly service on the floor and helping members with initial and future needs.

The role emphasizes a positive, proactive attitude, with opportunities to grow within a customer service and banking career in a branch environment.

Qualifications

• Strong verbal English communication and comfortable with sensitive conversations.
• Active listening to identify member challenges and opportunities.
• Empathy for members in banking contexts.
• Initiative to take action without waiting.
• Problem solving to resolve member issues with them.
• Curiosity to learn about financial products.
• Advisory approach to refer to specialists when needed.
• Adaptability to handle changing situations.
• Motivation to grow career in customer service or banking.
• Integrity by following processes and doing the right thing.

Responsibilities

• Be the first friendly face our members see at Coast Capital by exhibiting our Coast Capital values.
• We build connection and deliver an outstanding member experience by meeting initial needs and identifying future opportunities.
• Educating members on online banking and mobile platforms to deliver a memorable member experience.
• Contribute to team results by listening, spotting opportunities, and partnering with other team members.
• Build a strong understanding of how Coast Capital Savings assists in providing financial well-being to our members.
• Resolve member banking issues proactively and take ownership of outcomes.

Skills

Communication

Active Listening

Empathy

Initiative

Problem Solving

Curiosity

Advisory

Adaptability

Motivation

Integrity

Job description

Coast Capital Savings in Kelowna is seeking a part-time Member Service Representative to greet members, listen to needs, and offer financial guidance that deepens relationships. You will promote using online banking and mobile apps, while delivering friendly service on the floor and helping members with initial and future needs.

The role emphasizes a positive, proactive attitude, with opportunities to grow within a customer service and banking career in a branch environment.