Member Advice Specialist - Westshore Branch

Coast Capital Savings Federal Credit Union

Westshore, BC, CA
Base: $56,300.00 - $67,600.00; bonus/equity: not s...
On-site
Certificate in investment funds in canada
Three years bank or credit union experience
Needs based sales environment
Coast Capital Savings Federal Credit Union is seeking a Member Advice Specialist for their Westshore Branch, focusing on providing excellent customer service and sales support for banking products. Candidates should have experience in customer service within a banking environment and hold a Certificate in Investment Funds in Canada

Job Summary

  • Member Advice Specialists act as sales and customer service superstars who bring the brand to life with every member interaction.
  • The role involves fulfilling basic personal credit needs, selling mutual funds, term deposits, and RRSPs while setting up electronic services.
  • Employees are expected to uncover opportunities to better help members and figure out who in the company can best assist them.

Matching Summary

Match Score: 85

Coast Capital Savings Federal Credit Union is seeking a Member Advice Specialist for their Westshore Branch, focusing on providing excellent customer service and sales support for banking products. Candidates should have experience in customer service within a banking environment and hold a Certificate in Investment Funds in Canada.

Salary

Base: $56,300.00 - $67,600.00; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Certificate in Investment Funds in Canada
  • Three years bank or credit union experience
  • Needs based sales environment

Nice-to-have

  • Post-secondary education in finance
  • Strong teamwork and collaboration skills
  • Ability to build relationships with diverse people

Key Requirements

  • Certificate in Investment Funds in Canada (fully completed)
  • Minimum three years of banking or credit union experience
  • Experience mastering lending and investments

Work Rights

Not specified

Tailored Resume

Cover Letter