Member Advice Specialist - Metrotown

Coast Capital Savings Federal Credit Union

Burnaby, BC, Canada
Base: $56,300.00 - $67,600.00; bonus/equity: not s...
On-site
Customer relationship building
Needs-based sales environment
Team collaboration skills
Member Advice Specialists serve as sales and customer service superstars who bring the brand to life by helping members with everyday banking needs

Job Summary

  • Member Advice Specialists serve as sales and customer service superstars who bring the brand to life by helping members with everyday banking needs.
  • The role involves uncovering opportunities to better help members with products like mutual funds, term deposits, and RRSPs while ensuring regulatory compliance.
  • Coast Capital Savings is committed to equity, diversity, and inclusion, encouraging applications from diverse backgrounds including Indigenous Peoples and persons with disabilities.

Matching Summary

Member Advice Specialists serve as sales and customer service superstars who bring the brand to life by helping members with everyday banking needs.

Salary

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

Skills & Requirements

Must-have

  • Customer relationship building
  • Needs-based sales environment
  • Team collaboration skills
  • Regulatory compliance adherence

Nice-to-have

  • Post-secondary finance education
  • Interest in continuous learning
  • Commitment to equity and diversity

Key Requirements

  • Minimum three years of bank or credit union experience
  • Certificate in Investment Funds in Canada required
  • Experience with lending and investments preferred

Work Rights

Not specified

Tailored Resume

Cover Letter