Member Advice Specialist - Duncan Beverly Corners Branch

Coast Capital Savings Federal Credit Union

Beverly Corners, BC, CA
Base: $56,300.00 - $67,600.00; bonus/equity: not s...
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Certificate in investment funds in canada
3 years bank or credit union experience
Needs-based sales environment
** Coast Capital Savings Federal Credit Union is seeking a Member Advice Specialist for its Beverly Corners Branch. The role focuses on delivering exceptional customer service and sales support while helping members with their 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 help members with products like mutual funds, term deposits, RRSPs, and electronic services while achieving sales targets.
  • Employees work as high-performing team members ensuring all checks and balances are completed around policies and regulatory requirements.

Matching Summary

Match Score: 75

** Coast Capital Savings Federal Credit Union is seeking a Member Advice Specialist for its Beverly Corners Branch. The role focuses on delivering exceptional customer service and sales support while helping members with their banking needs. **

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
  • 3 years bank or credit union experience
  • Needs-based sales environment

Nice-to-have

  • Post-secondary education in finance
  • Strong teamwork and collaboration skills
  • Ability to build relationships with diverse people

Key Requirements

  • Certificate in Investment Funds in Canada required at application
  • Minimum three years of experience in a bank or credit union
  • Experience mastering lending and investments

Work Rights

Not specified

Tailored Resume

Cover Letter