Member Advice Specialist Banking

Deliver everyday banking advice at Coast Capital’s Walnut Grove Branch using customer service, sales, and financial product knowledge. This is a full-time regular office role.As a Member Advice Specialist, you will support members with personal credit, deposits, registered savings, accounts, and electronic services. You will uncover needs-based sales opportunities, provide helpful alternatives, and connect members with teammates when appropriate. The position requires general retail banking experience and relationship-building skills.Key Responsibilities:
Deliver positive customer experiences through general retail bankingDiscuss saving, growing, protecting, and improving financial well-beingProvide credit, deposit, account, and electronic banking solutionsComplete branch checks and balances around policies and regulationsAchieve sales and referral targets through needs-based conversationsRequirements:
Minimum three years’ bank or credit union experienceExperience with lending, investments, sales, and referralsPost-secondary education in finance, business administration, or related fieldCertificate in Investment Funds in CanadaStrong relationship-building, organization, prioritization, and teamwork skillsUse banking expertise, financial product knowledge, and relationship skills to help Walnut Grove members achieve their financial goals.
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