Retail Banking Sales Specialist
Coast Capital
Turn member conversations into practical banking solutions at Coast Capital’s Walnut Grove Branch through sales, referrals, and customer service. Work full-time in the office.This Member Advice Specialist position combines retail banking support with needs-based sales. You will help members manage personal credit, term deposits, mutual funds, RRSPs, chequing accounts, overdraft protection, and online banking. You will also recognize opportunities, meet referral targets, and coordinate support from the right teammate.Key Responsibilities:
Engage members in conversations about financial well-beingIdentify opportunities for relevant Coast Capital products and servicesPromote and handle mutual funds, term deposits, and RRSPsSet up electronic services and open chequing accountsRefer members and achieve sales targets in branchRequirements:
At least three years’ banking or credit union experiencePreferred background in lending and investmentsCertificate in Investment Funds in Canada requiredFinance, business administration, or related post-secondary educationComfort with simple financial assistance and product promotionBring sales awareness, lending and investment experience, and member-focused service to Coast Capital’s retail banking team.
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Engage members in conversations about financial well-beingIdentify opportunities for relevant Coast Capital products and servicesPromote and handle mutual funds, term deposits, and RRSPsSet up electronic services and open chequing accountsRefer members and achieve sales targets in branchRequirements:
At least three years’ banking or credit union experiencePreferred background in lending and investmentsCertificate in Investment Funds in Canada requiredFinance, business administration, or related post-secondary educationComfort with simple financial assistance and product promotionBring sales awareness, lending and investment experience, and member-focused service to Coast Capital’s retail banking team.
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Vacancy posted 1 hour ago
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