Talent.com
Member Advice Specialist - North Vancouver
Member Advice Specialist - North VancouverCoast Capital Savings • North Vancouver, British Columbia, Canada
No longer accepting applications
Member Advice Specialist - North Vancouver

Member Advice Specialist - North Vancouver

Coast Capital Savings • North Vancouver, British Columbia, Canada
30+ days ago
Job type
  • Full-time
Job description

Location(s) : North Vancouver Branch

Job Type : Full Time Regular

myWork Program : Office

Starting Salary Range : $55,600.00 - $66,700.00

Background Screening Requirement :

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

Job Purpose

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.

Training will be conducted at our North Vancouver branch. The successful candidate will be permanently assigned to one designated branch within Vancouver or North Vancouver.

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 detail.
  • 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 accessibility@coastcapitalsavings.com 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.

    Why join Coast Capital Savings?

  • Purpose is our North Star. We look at everything through our purpose. It informs the advice we provide our members, the experiences and products we create, and the programs we build to support our employees and communities.
  • Committed to inclusion and engagement. We have an ongoing focus on equity, diversity, and inclusion and routinely track how we're doing, and what we need to do to keep improving. We foster a culture where everyone can feel safe to be who they really are and thrive.
  • A career that grows with you. We believe in developing our people and promoting from within. Many employees have spent decades, and sometimes their entire careers, with Coast Capital and have progressed from the frontlines to senior leadership.
  • Work where you're most effective. In 2020 the world changed, and that includes how we work. In response to COVID-19 we launched myWork, which gives employees flexibility in where they work based on the nature of their role.
  • Benefits that flex to the needs of you and your family. We offer comprehensive, customizable benefits for you and your family, so you can choose what fits best for you and your lifestyle.
  • Retirement options. We also take care of our employees once they retire. That's why we offer the choice of a defined contribution or defined benefit pension plan or RSP's.
  • Mortgage and auto financing benefits . Employees save thousands on their mortgages and auto loans with best-in-category benefits.
  • Real Recognition . We recognize excellence throughout the year, through an online community that lets employees give kudos and thanks throughout the year. We're human, which means we like to have fun with events, celebrations, and recognition throughout the year.
  • An award winning culture . We're a Platinum member of Canada's Best Managed Companies and are regularly recognized by Canada's Most Admired Corporate Cultures and the BC Top Employers Awards.
  • We reinvest 10% back into the community. When we do well, our communities do well. That's why since 2000 we've invested over $90 million into our member's communities.
  • Double your impact. Through our employee volunteer program, Coast Capital donates $10 for every hour you volunteer to a Canadian charity or non-profit of your choice.
  • D&I at Coast At Coast Capital, we value diversity, equity and inclusion. We're not all the same and we like it that way. We don't just accept differences - we celebrate, support, and we thrive on them for the benefit of our employees, our members, and our community. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills.

    Create a job alert for this search

    Specialist Vancouver • North Vancouver, British Columbia, Canada

    Similar jobs
    Business Development Advisor, Vancouver

    Business Development Advisor, Vancouver

    HSB - Hartford Steam Boiler • Vancouver
    Full-time
    Business Development Advisor, Vancouver.HSB Canada, part of Munich Re, is Canada's premier engineering-driven specialty insurer and provider of inspection, engineering and technology services that ...Show more
    Last updated: 13 days ago • Promoted
    Community Associate, Vancouver

    Community Associate, Vancouver

    WeWork • Vancouver
    Full-time
    As a , you'll be the primary point of contact for the Community and act as the “face” of WeWork! You will report to your building each day to support the Community Management team.Your work, which ...Show more
    Last updated: 13 days ago • Promoted
    Business Development Advisor, Vancouver

    Business Development Advisor, Vancouver

    ERGO | Munich Re | MEAG • Vancouver
    Full-time
    As a market-facing product expert, you will play a key role in delivering innovative and forward-thinking risk solutions while ensuring an exceptional client experience. You will focus on attracting...Show more
    Last updated: 13 days ago • Promoted
    Sales & Membership Growth Leader - Wellness Studio

    Sales & Membership Growth Leader - Wellness Studio

    Orangetheory Fitness Affiliates • Vancouver
    Full-time
    A leading fitness brand in Vancouver seeks a dynamic individual for a sales-focused role, emphasizing a passion for health and wellness. Primary responsibilities include driving membership sales, de...Show more
    Last updated: 13 days ago • Promoted
    Occupational Therapist, Program Lead, Concussion - Vancouver, BC

    Occupational Therapist, Program Lead, Concussion - Vancouver, BC

    Lifemark • Vancouver
    Full-time
    Based on experience - variable pay model - Fee For Service available).We are a proudly Canadian, national healthcare company delivering over 25 years of service excellence across community rehabil...Show more
    Last updated: 13 days ago • Promoted
    Sales Representative - Sports Medicine - Vancouver

    Sales Representative - Sports Medicine - Vancouver

    Stryker • Vancouver
    Full-time
    Sales Representative - Sports Medicine - Vancouver.Sales Representative - Sports Medicine - Vancouver.As a Stryker Sports Medicine Sales Representative, you are a trusted partner in brilliant visua...Show more
    Last updated: 13 days ago • Promoted
    Sr. Talent Advocate - Team Canada

    Sr. Talent Advocate - Team Canada

    Global Technical Talent • Vancouver
    Full-time +1
    Senior Talent Advocate – Team Canada.Talent Acquisition Specialist, Recruitment Partner, Talent Experience Advisor.Canada-based staffing initiatives by driving candidate engagement, recruitment coo...Show more
    Last updated: 14 days ago • Promoted
    Vancouver Adjunct Faculty

    Vancouver Adjunct Faculty

    Adler University (CAN) • Vancouver, BC, Canada
    Full-time
    Adler University, Vancouver Campus is currently accepting applications for all disciplines in our Adjunct Faculty applicant pool. Adjunct positions are available throughout the academic year, includ...Show more
    Last updated: 30+ days ago • Promoted
    Sales Leader : Studio Growth & Member Experience

    Sales Leader : Studio Growth & Member Experience

    Orangetheory Fitness Canada • Vancouver
    Full-time
    A dynamic fitness company in Vancouver is seeking a driven Sales Manager to lead membership sales efforts.This role involves collaborating closely with the studio team to ensure exceptional service...Show more
    Last updated: 13 days ago • Promoted
    Group Benefit - Client Service Specialist, Specialized Markets

    Group Benefit - Client Service Specialist, Specialized Markets

    Aplin • Vancouver
    Full-time
    Are you an experienced benefits professional looking for your next career move? We are currently recruiting for a TPA client with a strong presence in the group insurance and benefits industry.The ...Show more
    Last updated: 13 days ago • Promoted
    Client Advisor - Vancouver Oakridge

    Client Advisor - Vancouver Oakridge

    Brunello Cucinelli • vancouver, bc, ca
    Full-time
    Those who work with us take part in the company’s life.Everybody knows that their work is an indispensable contribution to our shared growth \". Brunello Cucinelli, founded in 1978 by the eponymous ...Show more
    Last updated: 1 day ago • Promoted
    Business Advisor - Sixth Street and 6th Ave, New Westminster, BC

    Business Advisor - Sixth Street and 6th Ave, New Westminster, BC

    Accelerate Her Future® • New Westminster
    Full-time
    Business Advisor - Sixth Street and 6th Ave, New Westminster, BC.Business Advisor - Sixth Street and 6th Ave, New Westminster, BC. Be among the first 25 applicants.Join a purpose driven winning team...Show more
    Last updated: 1 day ago • Promoted
    Sales Representative - Sports Medicine - Vancouver

    Sales Representative - Sports Medicine - Vancouver

    Stryker Corporation • Vancouver
    Full-time
    Stryker provides you with marketleading technology with a respective bag of products that allows you to dominatemarket share. Post secondary education • 1-2 years of sales or clinical experience • •P...Show more
    Last updated: 13 days ago • Promoted
    Sales Representative - Sports Medicine - Vancouver

    Sales Representative - Sports Medicine - Vancouver

    Stryker Group • Vancouver
    Full-time
    As a Stryker Sports Medicine Sales Representative, you are a trusted partner in brilliant visualization and unrivaled connected OR solutions. Stryker provides you with market‑leading technology with...Show more
    Last updated: 13 days ago • Promoted
    Customer Service & Sales Associate — Vancouver

    Customer Service & Sales Associate — Vancouver

    Stanley Black and Decker • Vancouver
    Full-time
    A leading tools and equipment company based in Vancouver is seeking a Customer Service Associate.The role includes ensuring customer satisfaction and administering company policies.Ideal candidates...Show more
    Last updated: 3 days ago • Promoted
    Principal, Sales Tax, Vancouver, BC

    Principal, Sales Tax, Vancouver, BC

    Ryan LLC • Vancouver
    Full-time
    Generous Personal Time Off (PTO) Benefits.Weeks of Parental Leave Top-Up (Adoption Included).Monthly Gym Membership OR Gym Equipment Reimbursement. Health and Dental Benefit Eligibility Effective Da...Show more
    Last updated: 30+ days ago • Promoted
    Financial Advisor - North Vancouver

    Financial Advisor - North Vancouver

    Coast Capital Savings • Vancouver
    Full-time
    Background Screening Requirement : .Enhanced Criminal Record Check.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 fr...Show more
    Last updated: 13 days ago • Promoted
    Client Advisor - Oakridge Park, Vancouver

    Client Advisor - Oakridge Park, Vancouver

    Moncler • Vancouver
    Full-time
    Client Advisor - Oakridge Park, Vancouver.The Client Advisor is a Brand Ambassador who embodies the Moncler Client Promise and represents the Brand’s values in the execution of their role.Reporting...Show more
    Last updated: 4 days ago • Promoted