Member Advisor at Coast Capital Savings

Make a difference at Coast Capital in Coquitlam as a Member Advice Specialist. Help customers achieve their financial goals while promoting our diverse range of services.
In this full-time role, you will engage with members to provide essential banking support and drive sales. With a minimum of three years' experience, you will guide clients through credit solutions, electronic services, and investment options. Your proactive approach will help in spotting opportunities to elevate member satisfaction and business growth.
Key Responsibilities:
• Provide exceptional customer service in retail banking
• Facilitate financial discussions with clients
• Adhere to policies and regulatory standards
• Recommend banking solutions to meet customer needs
• Drive sales and referrals to fulfill targets
Requirements:
• At least three years in the banking sector
• Investment Funds in Canada certificate required
• Background in finance or related studies
• Excellent ...