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 proficiency
Coast Capital Savings is seeking a Member Advice Specialist for their Tillicum Branch in BC, who excels in customer service and sales within the banking sector. The ideal candidate should have a minimum of three years' experience in a similar role, along with a Certificate in Investment Funds in Canada
Job Summary
Member Advice Specialists serve 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 and term deposits, and setting up electronic banking services.
Employees are expected to uncover opportunities to better help members and collaborate with teammates to find the best solutions.
Matching Summary
Match Score: 85
Coast Capital Savings is seeking a Member Advice Specialist for their Tillicum Branch in BC, who excels in customer service and sales within the banking sector. The ideal candidate should have a minimum of three years' experience in a similar role, along with 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 proficiency
Nice-to-have
Post-secondary education in finance
Strong teamwork and relationship building
Multi-tasking and high attention to detail
Key Requirements
Certificate in Investment Funds in Canada (mandatory)
Minimum three years of banking or credit union experience