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Jobs at Coast Capital (Now Hiring) — 17 open

Coast Capital logoCoast Capital

Member Advice Specialist - Meadowtown Centre

Pitt Meadows, British Columbia, Canada · On-site

$56k–$68k/yr

Mid level

Location(s): Meadowtown Branch Job Type: Full Time Regular myWork Program: Office Starting Salary Range: $56,300.00 - $67,600.00 Background Screening Requirement: Enhanced Criminal Record Check Credit Check Identity Veri…

Skills: Retail Banking, Customer Service, Sales, Financial Advice, Relationship Building

Coast Capital logoCoast Capital

Member Services Representative (Full-Time) - Cottonwood

Chilliwack, British Columbia, Canada · On-site

$47k–$50k/yr

Entry level

Location(s): Cottonwood Branch Job Type: Full Time Regular myWork Program: Office Starting Salary Range: $46,900.00 - $49,600.00 Background Screening Requirement: Enhanced Criminal Record Check Credit Check Identity Veri…

Skills: Communication, Active Listening, Empathy, Initiative, Problem Solving

Coast Capital logoCoast Capital

Member Services Representative (Full-time) - Langley Branch

Township of Langley, British Columbia, Canada · On-site

$47k–$50k/yr

Entry level

Location(s): Langley Branch Job Type: Full Time Regular myWork Program: Office Starting Salary Range: $46,900.00 - $49,600.00 Background Screening Requirement: Enhanced Criminal Record Check Credit Check Identity Verific…

Skills: Communication, Active Listening, Empathy, Initiative, Problem Solving

Coast Capital logoCoast Capital

Member Services Representative - Broadmead Branch (Full-Time)

Saanich, British Columbia, Canada · On-site

$47k–$50k/yr

Entry level

Location(s): Broadmead Branch Job Type: Full Time Regular myWork Program: Office Starting Salary Range: $46,900.00 - $49,600.00 Background Screening Requirement: Enhanced Criminal Record Check Credit Check Identity Verif…

Skills: Communication, Active Listening, Empathy, Initiative, Problem Solving

Coast Capital logoCoast Capital

Member Services Representative - Broadmead Branch (Full-Time)

Saanich, British Columbia, Canada · On-site

$47k–$50k/yr

Entry level

Location(s): Broadmead Branch Job Type: Full Time Regular myWork Program: Office Starting Salary Range: $46,900.00 - $49,600.00 Background Screening Requirement: Enhanced Criminal Record Check Credit Check Identity Verif…

Skills: Communication, Active Listening, Empathy, Initiative, Problem Solving

Coast Capital logoCoast Capital

Member Services Representative - Delta Branch (Full-Time)

Delta, British Columbia, Canada · On-site

$47k–$50k/yr

Entry level

Location(s): Delta Branch Job Type: Full Time Regular myWork Program: Office Starting Salary Range: $46,900.00 - $49,600.00 Background Screening Requirement: Enhanced Criminal Record Check Credit Check Identity Verificat…

Skills: Communication, Active Listening, Empathy, Initiative, Problem Solving

Coast Capital logoCoast Capital

Assistant Manager, Member Services - Kelowna Branch

Kelowna, British Columbia, Canada · On-site

$74k–$92k/yr

Senior

Location(s): Kelowna Branch Job Type: Full Time Regular myWork Program: Office Starting Salary Range: $73,800.00 - $92,300.00 Background Screening Requirement: Enhanced Criminal Record Check Credit Check Identity Verific…

Skills: Leadership, Team Coaching, Cash Management, Sales Management, Conflict Resolution

Coast Capital logoCoast Capital

Member Banking Specialist, Virtual Call Centre

Valbroye, Vaud, Switzerland · Hybrid

$50k–$58k/yr

Mid level

Location(s): Help Headquarters Job Type: Full Time Regular myWork Program: Hybrid Starting Salary Range: $50,300.00 - $57,900.00 Background Screening Requirement: Enhanced Criminal Record Check Credit Check Identity Veri…

Skills: Customer Service, Financial Advice, Sales, Digital Troubleshooting, Relationship Management

Coast Capital logoCoast Capital

Member Advice Specialist, Bay Centre Branch

Victoria, British Columbia, Canada · On-site

$56k–$68k/yr

Mid level

Location(s): Bay Centre Branch Job Type: Full Time Regular myWork Program: Office Starting Salary Range: $56,300.00 - $67,600.00 Background Screening Requirement: Enhanced Criminal Record Check Credit Check Identity Veri…

Skills: Retail Banking, Sales, Customer Service, Investment Funds, Lending

Coast Capital logoCoast Capital

Relationship Manager - Ready Now (Victoria Region) dy Now

Township of Langley, British Columbia, Canada · On-site

$66k–$79k/yr

Senior

Location(s): Tillicum Branch Job Type: Full Time Regular myWork Program: Office Starting Salary Range: $65,800.00 - $79,000.00 Background Screening Requirement: Enhanced Criminal Record Check Credit Check Identity Verifi…

Skills: Banking Expertise, Lending, Investment Options, Customer Relationship Management, Sales

Coast Capital logoCoast Capital

Senior Quantitative Risk Specialist

Valbroye, Vaud, Switzerland · Hybrid

$83k–$118k/yr

Senior

Location(s): Greater Vancouver Area; Greater Toronto Area Job Type: Full Time Regular myWork Program: Hybrid Starting Salary Range: $82,900.00 - $118,000.00 Background Screening Requirement: Enhanced Criminal Record Chec…

Skills: Quantitative Risk Analytics, Model Development, Python, Financial Quantitative Modelling, Statistics

Coast Capital logoCoast Capital

Associate Financial Planner

Victoria, British Columbia, Canada · On-site

$55k–$66k/yr

Senior

Location(s): Bay Centre Branch Job Type: Full Time Regular myWork Program: Office Starting Salary Range: $55,000.00 - $66,000.00 Background Screening Requirement: Enhanced Criminal Record Check Credit Check Identity Veri…

Skills: Financial Planning, Portfolio Management, Investment Analysis, Relationship Management, Mutual Fund Sales

Coast Capital logoCoast Capital

Mobile Insurance and Estate Specialist

Kelowna, British Columbia, Canada · On-site

Mid level

Location(s): Kelowna Job Type: Full Time Regular myWork Program: Mobile Starting Salary Range: $60,000.00 - $60,000.00 Background Screening Requirement: Enhanced Criminal Record Check Credit Check Identity Verification E…

Skills: Life Insurance Sales, Segregated Funds, Financial Planning, Customer Relationship Management, Risk Management

Coast Capital logoCoast Capital

Member Services Representative (Full-time) - Clayton Crossing Branch

Surrey, British Columbia, Canada · On-site

$47k–$50k/yr

Entry level

Location(s): Clayton Crossing Branch Job Type: Full Time Regular myWork Program: Office Starting Salary Range: $46,900.00 - $49,600.00 Background Screening Requirement: Enhanced Criminal Record Check Credit Check Identit…

Skills: Communication, Active Listening, Empathy, Initiative, Problem Solving

Coast Capital logoCoast Capital

Relationship Manager - Guildford

Surrey, British Columbia, Canada · On-site

$66k–$79k/yr

Senior

Location(s): Guildford Branch Job Type: Full Time Regular myWork Program: Office Starting Salary Range: $65,800.00 - $79,000.00 Background Screening Requirement: Enhanced Criminal Record Check (every 5 years) Social Medi…

Skills: Relationship Management, Financial Advising, Lending, Credit Analysis, Investment Planning

Coast Capital logoCoast Capital

Member Services Representative - Delta Branch

Delta, British Columbia, Canada · On-site

$24/hr–$25/hr

Entry level

Location(s): Delta Branch Job Type: Part Time Regular myWork Program: Office Starting Salary Range:$24.05- $25.44 Background Screening Requirement: Enhanced Criminal Record Check Credit Check Identity Verification Employ…

Skills: Communication, Active Listening, Empathy, Initiative, Problem Solving

Coast Capital logoCoast Capital

Member Services Representative - Delta Branch

Delta, British Columbia, Canada · On-site

$24/hr–$25/hr

Entry level

Location(s): Delta Branch Job Type: Part Time Regular myWork Program: Office Starting Salary Range:$24.05- $25.44 Background Screening Requirement: Enhanced Criminal Record Check Credit Check Identity Verification Employ…

Skills: Communication, Active Listening, Empathy, Initiative, Problem Solving

Coast Capital logo

Member Advice Specialist - Meadowtown Centre

Coast Capital

Pitt Meadows, British Columbia, Canada • On-site

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Mid level

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  • $56k–$68k/yr
  • Full-time
  • bachelor degree, professional certificate
  • Posted 2d ago
  • Apply by Jul 12
  • ~40 hrs/week

Responsibilities

Provide exceptional customer service and financial advice to members regarding credit, mutual funds, and banking services. Proactively identify sales opportunities and refer members to appropriate internal specialists to improve their financial well-being.

Requirements

Requires a minimum of three years of experience in a bank or credit union and a Certificate in Investment Funds in Canada. A post-secondary education in finance, business administration, or a related field is preferred.

Full job description

Location(s): Meadowtown Branch 

Job Type: Full Time Regular 

myWork Program: Office

Starting Salary Range: $56,300.00 - $67,600.00 

Background Screening Requirement: 

  • Enhanced Criminal Record Check
  • Credit Check
  • Identity Verification 
  • Employment Verification
  • References

 


When you visit a Coast branch, you’re greeted with a line of smiling faces ready to help you with your everyday banking needs.  Our friendly Member Advice Specialists  are sales and customer service superstars who bring our “How can we help you?” brand to life with every member they interact with. Imagine helping our members with Fulfilling basic personal credit needs, selling and handling Low Fee More for Me Mutual Funds, Term deposits, RRSPs, Setting up electronic services like our internet banking, opening free Chequing accounts, adding overdraft protection to help avoid those nasty NSF charges. But it doesn’t end there, Member Advice Specialists do two other very importing things.  First, they are sales pros.  They uncover opportunities where we can better help our members with our fantastic line-up of products and services.  Next, they figure out who in the company can best help that member, be it themselves or another teammate.

 

 

Accountabilities

 

  • Getting a natural high from delivering positive and unexpected customer experience through general retail banking
  • Having fun engaging customers in the “Where You Are At Money Chat” to help your customer to save, grow, protect and improve their financial well-being
  • Working as a high-performing team member within the branch to ensure all checks and balances are completed around policies and regulatory requirements
  • Proactively and creatively offer helpful solutions and alternatives to customer inquiries
  • Earning high-fives from your managers and peers for achieving sales and referrals targets in a needs based sales environment

 

Skills & Qualifications

 

  • We don’t need mathematical geniuses here, though ability to add and subtract would be useful. Mostly we just need people who are comfortable helping customers with simple financial help and promoting our products and services.
  • Experience helping members in either a bank or credit union for a minimum three years, preferably where you mastered lending and investments, and you used your x-ray vision to spot sales and referral opportunities.
  • You are excited to share with the world what you learned during your post-secondary education in finance, business administration or a related field. And you aren’t done learning; you have a desire to know more.
  • Certificate in Investment Funds in Canada is a requirement. 
  • You really like building relationships with a wide variety of people and want to help them with simple financial help.
  • You are a big fan of teamwork and demonstrate your team spirit every day.
  • You are a multi-tasking prodigy, able to efficiently and effectively prioritize and organize what needs to get done coupled with a high attention to

 

Equity, Diversity & Inclusion at Coast Capital

 

Don’t meet every single requirement? At Coast Capital, we believe everyone has potential. We are committed to building better, brighter, more inclusive futures for everyone – including our employees. We see the potential in our employees to achieve amazing things and want to invest in your future. If you’re excited about this career opportunity and your experience may not perfectly align with every qualification in this job posting, we still encourage you to apply. You may be just the right candidate for this or other opportunities at Coast Capital.

 

At Coast Capital, we are committed to equity, diversity and inclusion. We strongly encourage applications from Indigenous Peoples, Black, and racialized persons, persons with disabilities, people of diverse sexual and gender identities and women. We value applicants who have demonstrated a commitment to equity, diversity and inclusion and recognize that diverse perspectives, experiences and expertise benefit of our employees, our members, and our community.

 

Coast Capital is committed to providing an accessible recruitment experience. If you are a candidate with a disability and require accommodation(s) during any stage of the recruitment process, please contact us at [email protected] or 778-391-5836. This contact is intended solely for inquiries or feedback related to accessibility barriers, accommodation requests or alternate format requests. We will work with you to ensure your needs are met. You will only receive a response to inquiries related to these topics. 

 

Related keywords

Mutual FundsRRSPsTerm DepositsInvestment Funds in CanadaRetail BankingCredit UnionFinancial Well-beingElectronic ServicesOverdraft ProtectionNeeds Based Sales

About Coast Capital

LinkedInVisit site
Industry
Financial Services
Company size
1,001-5,000 employees
Headquarters
Surrey, BC
LinkedIn followers
26,074

At Coast Capital, we’re not dreaming about a better future, we’re building one. Part of the Coast Capital Savings Federal Credit Union family of brands, we’ve been unlocking financial opportunities that positively impact people and communities for more than 85 years. We believe that every Canadian deserves a financial partner who actually cares how things turn out and driven by our social purpose, we look at everything we do through the lens of how we can help our members, employees, and communities. We’re proud to be a Certified B Corporation™ and part of a global movement building a more inclusive, equitable and regenerative economic system. We’re deeply committed to making our financial cooperative a great place to work as demonstrated by some of our accolades. Coast Capital is a platinum member of Canada’s Best Managed Companies and one of Canada’s Most Admired Corporate Cultures.

Offices: 800 - 9900 King George Blvd, Surrey, BC, Surrey, BC V3T 0K7, CA

Financial ServicesBankingand Credit Union
View all jobs at Coast Capital

About Coast Capital

LinkedInVisit site
Industry
Financial Services
Company size
1,001-5,000 employees
Headquarters
Surrey, BC
LinkedIn followers
26,074

At Coast Capital, we’re not dreaming about a better future, we’re building one. Part of the Coast Capital Savings Federal Credit Union family of brands, we’ve been unlocking financial opportunities that positively impact people and communities for more than 85 years. We believe that every Canadian deserves a financial partner who actually cares how things turn out and driven by our social purpose, we look at everything we do through the lens of how we can help our members, employees, and communities. We’re proud to be a Certified B Corporation™ and part of a global movement building a more inclusive, equitable and regenerative economic system. We’re deeply committed to making our financial cooperative a great place to work as demonstrated by some of our accolades. Coast Capital is a platinum member of Canada’s Best Managed Companies and one of Canada’s Most Admired Corporate Cultures.

Offices: 800 - 9900 King George Blvd, Surrey, BC, Surrey, BC V3T 0K7, CA

Financial ServicesBankingand Credit Union
View all jobs at Coast Capital

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