Member Services Representative FT - Kelowna

Coast Capital; Kelowna; On-site; CAD 45,000 - 50,000; Full time

Job summary

A leading financial services provider in Kelowna is seeking a Customer Service Representative to enhance member relationships through friendly service and financial guidance. The role involves educating members on digital platforms and proactively resolving issues. Ideal candidates are strong communicators with a passion for customer service, and the position offers growth opportunities within an inclusive environment.

Benefits

Flexible work arrangements

Comprehensive benefits

Retirement options

Qualifications

• Strong verbal communication skills in English.
• Active listening to understand member challenges.
• Integrity to follow processes and do the right thing.

Responsibilities

• Be the first friendly face members see.
• Build connection and trust with members.
• Educate members on digital banking channels.
• Resolve and prevent banking issues proactively.

Skills

Strong verbal communication skills

Active listening

Empathy

Problem-solving skills

Self-motivation

Job description

Location(s): Kelowna Branch

Job Type: Full Time Regular

myWork Program: Office

Starting Salary Range: $45,100.00 - $49,100.00

Background Screening Requirement:

• Enhanced Criminal Record Check (every 5 years)
• Credit Check (every 5 years)
• Identity Verification
• Employment Verification
• References

Job Purpose:

On any given shift, you will be the face of Coast Capital in the branch, balancing friendly advice with service. You should proactively listen and identify opportunities to deepen member relationships. By providing support and financial advice, we help members build a better future together. Although posted as a Customer Service Representative, internally, we call it a Member Service Representative, always prioritizing members.

Accountabilities:

1. Be the first friendly face members see at Coast Capital, exemplifying our values.
2. Build connection and trust with members.
3. Act with courage and re-imagine banking experiences.
4. Build relationships, meet members' initial needs, and proactively identify future opportunities through conversations and financial guidance.
5. Educate members on our digital channels like online banking and mobile platforms.
6. Contribute to team results by listening, spotting opportunities, and collaborating with colleagues to meet members' financial needs.
7. Develop an understanding of how Coast Capital assists in members' financial well-being.
8. Create positive experiences by resolving and preventing banking issues proactively.
9. Be vigilant for counterfeit money or illegal transactions as the first line of defense.

Skills & Qualifications:

To succeed, you should be positive, team-oriented, with the following skills and qualities:

1. Strong verbal communication skills in English.
2. Active listening to understand member challenges.
3. Empathy and respect for members' situations.
4. Initiative to take action without waiting to be asked.
5. Problem-solving skills to address member issues.
6. Curiosity and a desire to learn about finance.
7. Advisory skills to suggest products and refer members to specialists.
8. Adaptability to handle various situations.
9. Self-motivation and a desire to grow in customer service or banking.
10. Integrity to follow processes and do the right thing.
11. Legal eligibility to work in Canada; position falls under NOC C.

Equity, Diversity & Inclusion:

We believe everyone has potential and are committed to equity, diversity, and inclusion. We encourage applications from Indigenous Peoples, Black and racialized persons, persons with disabilities, diverse sexual and gender identities, and women. We support accessible recruitment and accommodations for candidates with disabilities.

Why join Coast Capital Savings?

• Purpose-driven organization.
• Focus on inclusion and engagement.
• Opportunities for career growth and promotion from within.
• Flexible work arrangements through myWork.
• Comprehensive and customizable benefits.
• Retirement options including pension plans and RSPs.
• Financial benefits on mortgages and auto loans.
• Recognition programs and a positive culture.
• Community investment and volunteer opportunities.