Member Services Representative - Oak Bay Branch

Coast Capital Savings; Victoria; On-site; CAD 30,000 - 60,000; Part time

Job summary

A financial services provider is seeking a part-time Member Service Representative to join their Oak Bay Branch. This role requires strong communication and active listening skills to assist members with financial advice and support. Candidates should demonstrate empathy, problem-solving abilities, and a proactive approach to customer service. The position involves a minimum of 15 hours per week, with opportunities to grow within the organization. Join a company that values equity, diversity, and inclusion in the workplace.

Qualifications

• Strong verbal English communication skills.
• Ability to actively listen and identify member challenges.
• Demonstrate empathy in member interactions.
• Show initiative in completing tasks.
• Resolve member problems through effective problem-solving.
• Possess a curiosity for learning about the financial world.
• Suggest Coast Capital products when appropriate.
• Handle various situations with adaptability.
• Self-motivated with a positive outlook.

Responsibilities

• Provide a friendly and welcoming experience for members.
• Build relationships and deliver outstanding service.
• Educate members on online banking and mobile platforms.
• Contribute to team goals by identifying member financial needs.
• Take ownership of resolving member banking issues.
• Identify counterfeit money or illegal transactions.

Skills

Communication

Active Listening

Empathy

Initiative

Problem Solving

Curiosity

Advisory

Adaptability

Motivation

Integrity

Job description

Location(s): Oak Bay Branch

Job Type: Part Time Regular

myWork Program: Office

Starting Salary Range: $23.13 - $25.18 per hour

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.

This is a part-time position with a minimum of 15 hours per week, up to 30 hours per week depending on branch staffing need.

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 your 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 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.