Member Advice Specialist Langley Branch

Support everyday banking at Coast Capital’s Langley Branch using customer service, sales, and financial advice skills in an office setting. Help members with practical solutions.As a Member Advice Specialist, you will support general retail banking and build relationships with a wide variety of members. You will discuss financial well-being, promote products and services, and connect members with teammates when appropriate. The position includes personal credit, investments, electronic services, chequing accounts, and overdraft protection.Key Responsibilities:
Deliver positive customer experiences through general retail bankingDiscuss saving, growing, protecting, and improving financial well-beingOffer helpful solutions and alternatives to customer inquiriesComplete branch checks and balances around policies and regulationsAchieve sales and referral targets through needs-based sellingRequirements:
Three years helping members in a bank or credit unionExperience with lending and investments preferredCertificate in Investment Funds in Canada requiredPost-secondary education in finance, business administration, or related fieldAbility to prioritize, organize, and multitask with attentionUse customer service, financial advice, and sales skills to support Coast Capital members at the Langley Branch.
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