Member Banking Specialist, Advice Centre

Coast Capital Savings Federal Credit Union

Surrey, BC, Canada
Base: $50,300.00 - $57,900.00; bonus/equity: not s...
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Professional phone and email customer service
Proactively recommend products
Digital support and troubleshooting
** Coast Capital Savings Federal Credit Union is seeking a Member Banking Specialist for their Advice Centre in Surrey, BC. The role involves building relationships with members through customer service and financial advice, with comprehensive training provided for candidates without prior experience. **

Job Summary

  • As a Member Banking Specialist, you are a trusted advisor who builds and manages relationships with our Members via our Advice Centre.
  • On any given shift you will perform a juggling act balancing a friendly sales and service approach with demonstrated ability to proactively listen and identify opportunities to deepen member relationships.
  • If you’re looking to launch or continue to grow a long-term career in the financial industry with one of BC’s Top Employers, this is the opportunity for you.

Matching Summary

Match Score: 75

** Coast Capital Savings Federal Credit Union is seeking a Member Banking Specialist for their Advice Centre in Surrey, BC. The role involves building relationships with members through customer service and financial advice, with comprehensive training provided for candidates without prior experience. **

Salary

Base: $50,300.00 - $57,900.00; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Professional phone and email customer service
  • Proactively recommend products
  • Digital support and troubleshooting
  • Fast keyboarding speed
  • Follow strict compliance processes

Nice-to-have

  • Build and manage member relationships
  • Second language is an asset
  • Continuous learning in financial environment
  • Supportive and positive team player
  • Equity, diversity and inclusion commitment

Key Requirements

  • 2+ years experience in call centre, financial services, or fast-paced service industry
  • Previous experience meeting sales targets
  • Ability to manage complex, sensitive issues
  • Strong English verbal and written communication skills
  • Superior digital capability
  • Ability to work various shifts

Work Rights

Not specified

Tailored Resume

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