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For Companies At a Glance
- Tasks: Deliver exceptional customer experiences and help clients improve their financial well-being.
- Company: Join a leading financial institution committed to equity, diversity, and inclusion.
- Benefits: Competitive salary, flexible work options, comprehensive benefits, and retirement plans.
- Other info: Dynamic team environment with opportunities for professional development and community involvement.
- Why this job: Make a real difference in people's lives while growing your career in finance.
- Qualifications: Experience in banking, strong communication skills, and a passion for helping others.
The predicted salary is between 56300 - 67600 £ per year.
Location(s): Guildford Branch
Job Type: Full Time Regular
myWork Program: Office
Starting Salary Range: $56,300.00 - $67,600.00
Accountabilities
- Delivering positive and unexpected customer experience through general retail banking.
- Engaging customers in the "Where You Are At Money Chat" to help them save, grow, protect, and improve their financial well-being.
- Working as a high-performing team member within the branch to ensure all checks and balances are completed around policies and regulatory requirements.
- Proactively and creatively offering helpful solutions and alternatives to customer inquiries.
- Achieving sales and referrals targets in a needs-based sales environment.
Skills & Qualifications
- Comfortable helping customers with simple financial help and promoting products and services.
- Experience helping members in either a bank or credit union for a minimum of three years, preferably with expertise in lending and investments.
- Post-secondary education in finance, business administration, or a related field.
- Certificate in Investment Funds in Canada is a requirement.
- Strong relationship-building skills with a wide variety of people.
- Team player with a demonstrated team spirit.
- Multi-tasking abilities with high attention to detail.
- Mandarin/Cantonese language skills are an asset.
Equity, Diversity & Inclusion 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.
Why join Coast Capital Savings?
- Purpose is our North Star, informing the advice we provide our members and the experiences we create.
- Committed to inclusion and engagement, with a focus on equity, diversity, and inclusion.
- A career that grows with you, with opportunities for development and promotion from within.
- Flexibility in where you work based on the nature of your role.
- Comprehensive, customizable benefits for you and your family.
- Retirement options including defined contribution or defined benefit pension plans.
- Mortgage and auto financing benefits.
- Real recognition for excellence throughout the year.
- An award-winning culture, recognized by Canada’s Best Managed Companies.
- Community reinvestment, with over $90 million invested since 2000.
- Employee volunteer program that doubles your impact through donations to charities.
Member Advice Specialist - Guildford Branch employer: Coast Capital Savings
Contact Detail:
Coast Capital Savings Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Member Advice Specialist - Guildford Branch
✨Tip Number 1
Get to know the company culture before your interview. Check out their social media and website to see what they're all about. This will help you connect with the interviewers and show that you're genuinely interested in being part of their team.
✨Tip Number 2
Practice your 'money chat' skills! Think about how you can engage customers in a friendly way while discussing financial topics. Role-playing with a friend can help you feel more confident when it comes to those tricky customer interactions.
✨Tip Number 3
Show off your teamwork spirit! Be ready to share examples of how you've collaborated with others in past roles. Highlighting your ability to work well in a team will resonate with the hiring managers who value collaboration.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows that you're proactive and really want to be part of our awesome team at Coast Capital.
We think you need these skills to ace Member Advice Specialist - Guildford Branch
Some tips for your application 🫡
Show Your Personality: When you're writing your application, let your personality shine through! We want to see the real you, so don’t be afraid to share your passion for helping customers and your love for teamwork.
Tailor Your Application: Make sure to customise your application to highlight your experience in retail banking and how it relates to the role. Mention specific examples of how you've helped customers save or grow their finances – we love a good success story!
Be Clear and Concise: Keep your application clear and to the point. Use simple language and avoid jargon. We appreciate straightforward communication, so make it easy for us to see why you’re a great fit for the Member Advice Specialist role.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way to ensure your application gets to us directly. Plus, you’ll find all the info you need about the role and our awesome company culture there.
How to prepare for a job interview at Coast Capital Savings
✨Know Your Stuff
Make sure you brush up on your knowledge of basic financial concepts and the products offered by the company. Being able to discuss how you can help customers save, grow, and protect their finances will show that you're ready to engage in those 'Where You Are At Money Chat' conversations.
✨Show Your Team Spirit
Since teamwork is key in this role, be prepared to share examples of how you've successfully collaborated with others in previous jobs. Highlighting your ability to work well within a team will resonate with the interviewers and demonstrate that you fit into their culture.
✨Be Customer-Centric
Prepare to discuss specific instances where you've gone above and beyond for customers. This could include creative solutions you've provided or how you've turned a challenging situation into a positive experience. Remember, they want someone who can deliver unexpected customer experiences!
✨Embrace Diversity and Inclusion
Familiarise yourself with the company's commitment to equity, diversity, and inclusion. Be ready to talk about how you value diverse perspectives and how you’ve contributed to an inclusive environment in your past roles. This will show that you align with their values and are a great cultural fit.