Member Advice Specialist - Help Headquarters Branch (Surrey)

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, 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 to 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 offer 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:

• Experience helping members in either a bank or credit union for a minimum of three years, preferably where you mastered lending and investments, and you used your x-ray vision to spot sales and referral opportunities.
• You are excited to share with the world what you learned during your post-secondary education in finance, business administration or a related field. And you aren’t done learning; you have a desire to know more.
• Certificate in Investment Funds in Canada is a requirement.
• You really like building relationships with a wide variety of people and want to help them with simple financial help.
• You are a big fan of teamwork and demonstrate your team spirit every day.
• You are a multi-tasking prodigy, able to efficiently and effectively prioritize and organize what needs to get done coupled with a high attention to detail.

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 accessibility@coastcapitalsavings.com or 778-391-5836.

Why join Coast Capital Savings?

• Purpose is our North Star. We look at everything through our purpose. It informs the advice we provide our members, the experiences and products we create, and the programs we build to support our employees and communities.
• Committed to inclusion and engagement. We have an ongoing focus on equity, diversity, and inclusion and routinely track how we’re doing, and what we need to do to keep improving.
• A career that grows with you. We believe in developing our people and promoting from within.
• Work where you’re most effective. In response to COVID-19 we launched myWork, which gives employees flexibility in where they work based on the nature of their role.
• Benefits that flex to the needs of you and your family. We offer comprehensive, customizable benefits for you and your family.
• Retirement options. We also take care of our employees once they retire.
• Mortgage and auto financing benefits. Employees save thousands on their mortgages and auto loans with best-in-category benefits.
• Real Recognition. We recognize excellence throughout the year.
• An award winning culture. We’re a Platinum member of Canada’s Best Managed Companies.
• We reinvest 10% back into the community. When we do well, our communities do well.
• Double your impact. Through our employee volunteer program, Coast Capital donates $10 for every hour you volunteer to a Canadian charity or non-profit of your choice.