Member Advice Specialist - Colwood Branch

Coast Capital Savings Federal Credit Union

Colwood, Canada
Base: $56,300.00 - $67,600.00; bonus/equity: not s...
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Sales and customer service
Financial product promotion
Member relationship building
** Coast Capital Savings Federal Credit Union is seeking a Member Advice Specialist for their Colwood Branch to provide exceptional customer service and sales support for banking products. Candidates should have a minimum of three years of experience in banking or credit unions and a Certificate in Investment Funds in Canada. **

Job Summary

  • 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.
  • First, they are sales pros. They uncover opportunities where we can better help our members with our fantastic line-up of products and services.
  • We see the potential in our employees to achieve amazing things and want to invest in your future.

Matching Summary

Match Score: 75

** Coast Capital Savings Federal Credit Union is seeking a Member Advice Specialist for their Colwood Branch to provide exceptional customer service and sales support for banking products. Candidates should have a minimum of three years of experience in banking or credit unions and 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

  • Sales and customer service
  • Financial product promotion
  • Member relationship building
  • Teamwork and collaboration
  • Needs-based sales environment

Nice-to-have

  • Positive and unexpected customer experience
  • Financial well-being discussions
  • High attention to detail
  • Multi-tasking proficiency

Key Requirements

  • Certificate in Investment Funds in Canada
  • Minimum three years of banking/credit union experience
  • Post-secondary education in finance or business administration

Work Rights

Not specified

Tailored Resume

Cover Letter