Overview
Member Advice Specialist – Tillicum Branch Jobs in Dundalk, Canada at Coast Capital Savings
Title: Member Advice Specialist – Tillicum Branch
Company: Coast Capital Savings
Location: Dundalk, Canada
Category:
Location: Dundalk
Location(s): Tillicum Branch
Job Type: Full Time Regular
myWork Program: Office
Starting Salary Range: $56,300.00 – $67,600.00
Background Screening Requirements
- Enhanced Criminal Record Check
- Credit Check
- Identity Verification
- Employment Verification
- References
Job Purpose
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.
But it doesn’t end there – Member Advice Specialists do two other very important things. First, they are sales pros who uncover opportunities to 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
- Deliver a natural high of positive and unexpected customer experience through general retail banking.
- Engage customers in the “Where You Are At Money Chat” to help them save, grow, protect, and improve their financial well‑being.
- Work 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 managers and peers for achieving sales and referrals targets in a needs‑based sales environment.
Skills & Qualifications
- Certificate in Investment Funds in Canada is a “must have” requirement (completed at the time of application).
- Mathematical skills are not required beyond basic addition and subtraction.
- Experience helping members in either a bank or credit union for a minimum of three years, preferably with lending and investments experience and a proven ability to spot sales and referral opportunities.
- A passion for sharing knowledge from post‑secondary education in finance, business administration, or a related field, along with a desire to continue learning.
- Strong relationship‑building skills with a wide variety of people and a genuine desire to help them with simple financial advice.
- A strong fan of teamwork and a demonstrated team spirit.
- Excellent multitasking, prioritization, and organization skills with high attention to detail.
Benefits
- Purpose is our North Star. Everything is viewed through our purpose, shaping the advice we give, the experiences and products we create, and the programs we build to support employees and communities.
- Committed to inclusion and engagement. We drive equity, diversity, and inclusion and track progress to continually improve.
- A career that grows with you. We promote from within and have many employees who have spent decades at Coast Capital.
- Work where you’re most effective. MyWork provides flexibility based on the nature of your role.
- Benefits that flex to your needs. We offer comprehensive, customizable benefits for you and your family.
- Retirement options. Choice of a defined contribution or defined benefit pension plan or RSPs.
- Mortgage and auto financing benefits. Employees save thousands on their mortgages and auto loans through best‑in‑category benefits.
- Real Recognition. Recognition through an online community that lets employees give kudos and thanks throughout the year.
- An award‑winning culture. Platinum member of Canada’s Best Managed Companies and recognized by Canada’s Most Admired Corporate Cultures and the BC Top Employers Awards.
- We reinvest 10% back into the community. Since 2000 we have invested over $90 million into members’ communities.
- Double your impact. Through the employee volunteer program, Coast Capital donates $10 for every hour you volunteer to a Canadian charity or non‑profit of your choice.
Equity, Diversity & Inclusion
At Coast Capital, we believe everyone has…