Member Advice Specialist - Help Headquarters Branch (Surrey) in London
Member Advice Specialist - Help Headquarters Branch (Surrey)

Member Advice Specialist - Help Headquarters Branch (Surrey) in London

London Full-Time 40000 - 48000 ÂŁ / year (est.) No home office possible
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At a Glance

  • Tasks: Help members with their banking needs and promote financial products.
  • Company: Join a member-owned cooperative dedicated to community support.
  • Benefits: Competitive salary, community investment, and a fun work environment.
  • Why this job: Make a real difference in people's lives while developing your sales skills.
  • Qualifications: Customer service experience and a passion for helping others.
  • Other info: Dynamic team atmosphere with opportunities for growth and recognition.

The predicted salary is between 40000 - 48000 ÂŁ per year.

At Coast Capital, we’re not dreaming about a better future, we’re building one. As a member-owned cooperative, we’re helping our members with their real goals and real challenges so they can live the real life they want. It’s what we’ve been doing for over 80 years, and it’s why today we stand almost 600,000 members strong. Plus, we invest 10% of our budgeted profits back into our community – almost $90 million since 2000 alone – because when our members do well, we believe our communities should do well too.

When you visit a Coast branch, you’re greeted with a line of smiling faces ready to help you with your everyday banking needs. Our friendly Member Advice Specialists are sales and customer service superstars who bring our “How can we help you?” brand to life with every member they interact with. Imagine helping our members with fulfilling basic personal credit needs, selling and handling Low Fee More for Me Mutual Funds, term deposits, RRSPs, setting up electronic services like our internet banking, opening free chequing accounts, and adding overdraft protection to help avoid those nasty NSF charges.

Member Advice Specialists do two other very important things. First, they are sales pros. They uncover opportunities where we can better help our members with our fantastic line-up of products and services. Next, they figure out who in the company can best help that member, be it themselves or another teammate.

Accountabilities:

  • Getting a natural high from delivering positive and unexpected customer experience through general retail banking.
  • Having fun engaging customers in the “Where You Are At Money Chat” to help your customer 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.
  • Earning high-fives from your managers and peers for achieving sales and referrals targets in a needs-based sales environment.

Skills & Qualifications:

We don’t need mathematical geniuses here, though the ability to add and subtract would be useful. Mostly we just need people who are comfortable helping customers with simple financial help and promoting our products and services.

Member Advice Specialist - Help Headquarters Branch (Surrey) in London employer: Coast Capital Savings

At Coast Capital, we pride ourselves on being a member-owned cooperative that not only prioritises the financial well-being of our members but also invests significantly back into the community. Our vibrant work culture fosters collaboration and personal growth, making it an ideal environment for those passionate about customer service and sales. With competitive salaries and a commitment to employee development, joining our Surrey branch as a Member Advice Specialist means becoming part of a team dedicated to making a real difference in the lives of our members and the community.
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Contact Detail:

Coast Capital Savings Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Member Advice Specialist - Help Headquarters Branch (Surrey) in London

✨Tip Number 1

Get to know the company culture! Before your interview, check out Coast Capital's values and mission. 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. Role-play with a friend or family member to get comfortable discussing financial products and services.

✨Tip Number 3

Be ready to share your success stories! Prepare examples of how you've helped customers in the past. Highlight your sales achievements and how you’ve gone above and beyond to meet customer needs.

✨Tip Number 4

Apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re tech-savvy and ready to embrace the digital side of banking.

We think you need these skills to ace Member Advice Specialist - Help Headquarters Branch (Surrey) in London

Customer Service
Sales Skills
Communication Skills
Problem-Solving Skills
Teamwork
Financial Knowledge
Product Promotion
Regulatory Compliance
Adaptability
Creativity
Relationship Building
Basic Mathematics

Some tips for your application 🫡

Show Your Personality: When writing your application, let your personality shine through! We want to see the real you, so don’t be afraid to express your enthusiasm for helping members and your passion for customer service.

Tailor Your Application: Make sure to customise your application for the Member Advice Specialist role. Highlight your relevant experience and skills that align with our mission of helping members achieve their financial goals.

Be Clear and Concise: Keep your application clear and to the point. Use straightforward language and avoid jargon. We appreciate a well-structured application that makes it easy for us to see why you’d be a great fit!

Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy to navigate!

How to prepare for a job interview at Coast Capital Savings

✨Know the Company Inside Out

Before your interview, take some time to research Coast Capital. Understand their mission, values, and community initiatives. This will not only show your genuine interest but also help you align your answers with their goals during the interview.

✨Showcase Your Customer Service Skills

As a Member Advice Specialist, you'll be interacting with members daily. Prepare examples from your past experiences where you provided exceptional customer service or resolved issues creatively. Use the STAR method (Situation, Task, Action, Result) to structure your responses.

✨Prepare for Sales Scenarios

Since this role involves sales, think about how you can demonstrate your ability to identify customer needs and suggest appropriate products. Practice role-playing scenarios where you might need to upsell or cross-sell services, keeping the member's best interests in mind.

✨Ask Thoughtful Questions

At the end of the interview, have a few questions ready to ask your interviewers. Inquire about team dynamics, training opportunities, or how success is measured in the role. This shows that you're engaged and serious about contributing to the team.

Member Advice Specialist - Help Headquarters Branch (Surrey) in London
Coast Capital Savings
Location: London
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  • Member Advice Specialist - Help Headquarters Branch (Surrey) in London

    London
    Full-Time
    40000 - 48000 ÂŁ / year (est.)
  • C

    Coast Capital Savings

    100-200
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