Member Services Representative - Newton Branch

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

Job summary

A financial services organization in Surrey is seeking a Member Service Representative to provide exceptional support and financial advice to members. You will build relationships and proactively resolve issues while embodying the organization's values. Ideal candidates will possess strong communication skills and a commitment to equity, diversity, and inclusion. This role offers a starting salary range of $45,100-$49,100 and is full-time.

Qualifications

• Strong verbal English communication skills for sensitive conversations.
• Ability to listen actively to customer challenges.
• Understanding of members' situations with respect.
• Proactive in undertaking tasks without waiting for direction.
• Satisfaction from solving member problems.
• Desire to learn continually about financial services.
• Comfort in suggesting suitable products to members.
• Flexibility in handling various situations.
• Self-motivated and positive outlook toward career growth.
• Adherence to processes with integrity at all times.

Responsibilities

• Be the first friendly face our members see at Coast Capital.
• Build relationships and deliver outstanding member experiences.
• Educate members on online banking and mobile platforms.
• Contribute to team results by identifying opportunities.
• Understand how Coast Capital supports financial well-being.
• Resolve member banking issues proactively.
• Monitor for counterfeit money or illegal transactions.

Skills

Communication

Active Listening

Empathy

Initiative

Problem Solving

Curiosity

Advisory

Adaptability

Motivation

Integrity

Job description

Overview

Location(s): Newton 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
• Credit Check
• Identity Verification
• Employment Verification
• References

Job Purpose

On any given shift you will be the face of Coast Capital in the branch and balance a friendly advice 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.

Accountabilities

• Be the first friendly face our members see at Coast Capital by exhibiting our Coast Capital values; We build connection. We act with courage. We re-imagine.
• Build relationships with member and deliver an outstanding member experience by meeting their initial needs and proactively identifying future opportunities through money chats and so much more!
• Educating members on our alternate channels (online banking and mobile platforms) to deliver a memorable member experience
• Contribute to team results through listening, spotting opportunities and partnering with other Coast Capital team members to best meet our members financial needs
• Build a strong understanding of how Coast Capital Savings assists in providing financial well-being to our members
• Create a positive member experience by proactively taking ownership of resolving and preventing member banking issues.
• Be the first line of defense by being on the lookout for any counterfeit money or illegal transactions that may occur.

Skills & Qualifications

To be successful as a Member Service Representative in a Coast Capital branch, you must be positive, team-oriented individual with the following knowledge, skills and abilities.

• Communication– You have strong verbal English communication skills and are comfortable having sensitive conversations with members.
• Active Listening– You listen to your customer and ensure you identify the challenge they may have so you can work towards a positive outcome.
• Empathy– You understand a bank account is more than numbers on a screen and you can show understanding and respect for whatever situation a member might be in.
• Initiative– You don’t sit and wait for something to do. You see something that needs to be done, and do it.
• Problem Solving– You find job satisfaction by identifying a member problem and work towards solving it with them.
• Curiosity– You are a life-long learner who loves to grow their understanding of the financial world.
• Advisory– You are comfortable identifying opportunities and suggesting Coast Capital products to our members by referring them to other specialists within our organization.
• Adaptability– You happily handle whatever situation comes your way.
• Motivation– You are a self-motivated, positive and are looking to grow your career in customer service and/or banking.
• Integrity– You follow the documented process and do the right thing, every time. Even when no one is watching.
• Legal Eligibility– You are legally entitled to work for any employer. Please note for those candidates interested in applying for a Canadian Permanent residency, this position falls under a C National Occupation Code (NOC).

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.