Member Advice Specialist - Clearbrook Branch

Coast Capital Savings Federal Credit Union

Clearbrook, BC, CA
Base: $56,300.00 - $67,600.00; bonus/equity: not s...
**
Minimum three years bank or credit union experience
Certificate in investment funds in canada required
Experience with lending and investments products
** Coast Capital Savings Federal Credit Union is seeking a Member Advice Specialist for their Clearbrook Branch. The ideal candidate will have strong customer service and sales skills, with a background in banking or credit unions, and a passion for helping members with their financial needs. **

Job Summary

  • Member Advice Specialists serve as sales and customer service superstars who bring the brand's 'How can we help you?' philosophy to life.
  • The role involves fulfilling basic personal credit needs, selling mutual funds and term deposits, and setting up electronic banking services.
  • Employees are expected to uncover opportunities to better help members and determine the best internal teammate to assist them.

Matching Summary

Match Score: 75

** Coast Capital Savings Federal Credit Union is seeking a Member Advice Specialist for their Clearbrook Branch. The ideal candidate will have strong customer service and sales skills, with a background in banking or credit unions, and a passion for helping members with their financial needs. **

Salary

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

Skills & Requirements

Must-have

  • Minimum three years bank or credit union experience
  • Certificate in Investment Funds in Canada required
  • Experience with lending and investments products
  • Ability to spot sales and referral opportunities

Nice-to-have

  • Post-secondary education in finance or business administration
  • Strong teamwork and collaboration skills
  • Commitment to equity, diversity and inclusion
  • Desire for continuous learning and development

Key Requirements

  • 3+ years experience in bank or credit union
  • Certificate in Investment Funds in Canada
  • Enhanced Criminal Record Check required
  • Credit Check and Identity Verification required

Work Rights

Not specified

Tailored Resume

Cover Letter