Join Coast Capital as Member Advisor
C
Coast Capital Savings
📍 victoria, capital regional district, Canada
Job Description
Become a Member Advisor at Coast Capital, where you will make a difference in clients' financial wellbeing. This full-time opportunity focuses on sales and customer care.
In this role, you will interact with members to understand their financial needs and provide tailored solutions, drawing on your experience in retail banking or credit unions. A Certificate in Investment Funds in Canada is required to navigate our product offerings effectively, such as Chequing accounts and term deposits. Collaborating with your branch team, you will prioritize compliance while driving engagement and sales.
Key Responsibilities:
• Provide personalized banking solutions to customers
• Assist with account setup and electronic services
• Uphold company policies and regulatory standards
• Identify sales opportunities to enhance member engagement
• Collaborate with team members to achieve common goals
Requirements:
• Must possess a Certificate in Investment Funds in Canada
• M...
In this role, you will interact with members to understand their financial needs and provide tailored solutions, drawing on your experience in retail banking or credit unions. A Certificate in Investment Funds in Canada is required to navigate our product offerings effectively, such as Chequing accounts and term deposits. Collaborating with your branch team, you will prioritize compliance while driving engagement and sales.
Key Responsibilities:
• Provide personalized banking solutions to customers
• Assist with account setup and electronic services
• Uphold company policies and regulatory standards
• Identify sales opportunities to enhance member engagement
• Collaborate with team members to achieve common goals
Requirements:
• Must possess a Certificate in Investment Funds in Canada
• M...