Talent.com
Coast Capital Savings
Member Advice Specialist - Kelowna BranchCoast Capital Savings • Kelowna, British Columbia, Canada
Member Advice Specialist - Kelowna Branch

Member Advice Specialist - Kelowna Branch

Coast Capital Savings • Kelowna, British Columbia, Canada
9 days ago
Job type
  • Full-time
Job description
Location(s): Kelowna 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 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

Member Advice Specialist - Kelowna Branch • Kelowna, British Columbia, Canada

Similar jobs

Sales Associate

Ashley Canada - The Dufresne GroupKelowna, Regional District of Central Okanagan, Canada
Full-time

Ashley Canada - Kelowna - 2514 HWY-97 N, Kelowna, BC V1X 4J3, CAN.Join the Ashley Canada Team – Sales Associates Kelowna, BC.At The Dufresne Group, we don’t just sell furniture, we help people crea... Show more

 • Promoted

Assistant Manager II in Kelowna

DOLLAR TREE STORES CANADA, INC.Kelowna, Regional District of Central Okanagan, CA
Full-time

Join Dollar Tree as an Assistant Store Manager in Kelowna, British Columbia, where your leadership will drive store efficiency and enhance customer service experiences.This full-time role emphasize... Show more

 • Promoted

Banking advisor (On-Site)

NATIONAL BANK OF CANADAKelowna, British Columbia
CA$55,200.00 yearly
Full-time +2

Advisory services, Personal banking .A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as th... Show more

 • Promoted

Consultant Occupational Therapist - Kelowna

CBI HealthKelowna, Regional District of Central Okanagan, Canada
Full-time

Make a difference in the Kelowna community as a Consultant Occupational Therapist with CBI Health.This part-time role offers the flexibility of up to 20 hours weekly focused on patient rehabilitati... Show more

 • Promoted

Shift Leader - JOEY Kelowna

JOEY Restaurant GroupKelowna, Regional District of Central Okanagan, CA
Full-time

Your passion, purpose and potential.In you we see care, drive, confidence and curiosity.When you join our team, you can expect intensity, excitement and energy.Through our culture of people develop... Show more

 • Promoted

Management Trainee Opportunity in Vernon

Enterprise HoldingsVernon, Regional District of North Okanagan, CA
Full-time

Grow your career with Enterprise Mobility as a Management Trainee in Vernon, BC.This program offers immediate openings focused on business management, customer service, and effective leadership ski... Show more

 • Promoted

Consultant Community Occupational Therapist - Independent Contractor - Kelowna

CBI Health GroupKelowna, Regional District of Central Okanagan, Canada
Part-time

Consultant Community Occupational Therapist - Independent Contractor - Kelowna.This is a part time opportunity offering up to 20 hours per week servicing our Kelowna region.As an Occupational Thera... Show more

 • Promoted

Impactful Retail Supervisor - Growth & Training

SaversKelowna, Regional District of Central Okanagan, CA
Full-time

A large thrift store chain is seeking a Retail Store Supervisor in Kelowna.In this role, you will oversee team members and store operations, making impactful decisions every day.The position includ... Show more

 • Promoted

Service Advisor, Kelowna

Fountain TireKelowna, Regional District of Central Okanagan, CA
Full-time

At Fountain Tire, our associates are our number one asset.As a vital member of our team, you will get to enjoy some great benefits.Competitive wages $50,000 to $60,000 per year PLUS bonuses!.Compre... Show more

 • Promoted

Sun Life Advisor in Greater Okanagan

Sun Life FinancialKelowna, Regional District of Central Okanagan, CA
Full-time

Elevate your career as a Financial Advisor with Sun Life in Greater Okanagan.Enjoy a flexible business model with industry-leading support and marketing resources.As a Financial Advisor at Sun Life... Show more

 • Promoted

Employee Benefits Specialist at Summit

SummitKelowna, Regional District of Central Okanagan, CA
Full-time

Unlock potential as an Employee Benefits Advisor at Summit, where your insights drive client success across Canada.Engage directly with decision-makers and craft tailored benefits solutions within ... Show more

 • Promoted

Kelowna Inside Sales & Growth Specialist

Tuff Industries Inc.Kelowna
Full-time

A prominent company in building materials is seeking an Inside Sales Representative in Kelowna, BC.This full-time, on-site role offers between $60,000 and $75,000 annually, along with RRSP matching... Show more

 • Promoted

Leasing Specialist Role in Kelowna

CAPREIT ApartmentsKelowna, Regional District of Central Okanagan, CA
Full-time

Embark on a leasing career with CAPREIT in Kelowna, a top-rated employer in Canada.This Specialist role requires exceptional customer service, leasing skills, and operational management.As a Leasin... Show more

 • Promoted

Concussion Recovery OT: Impactful, Multidisciplinary Team

Lifemark Health GroupKelowna, Regional District of Central Okanagan, CA
Full-time

A health organization in Kelowna is seeking a passionate Occupational Therapist to enhance the well-being of clients through effective assessment and treatment, particularly in concussion recovery.... Show more

 • Promoted

District Health & Wellness Operations Leader

Walmart Canada CorpKelowna, Regional District of Central Okanagan, CA

A leading retail corporation in Kelowna is seeking a manager to oversee Pharmacy and Vision Center operations.This role involves ensuring operational excellence and regulatory compliance, developin... Show more

 • Promoted

Sales and Customer Service Role in Kelowna

Upper Canada Forest Products, Inc.Kelowna, Regional District of Central Okanagan, CA
Full-time

Join Upper Canada Forest Products as a Sales and Customer Service Representative in Kelowna, BC.Your focus will be on providing outstanding customer experience and sales support.This full-time onsi... Show more

 • Promoted

Host/Support Team Member Kelowna Airport

Four Points by Sheraton Kelowna AirportKelowna, Regional District of Central Okanagan, CA
Full-time

Become part of the Host/Support team at Four Points by Sheraton - Kelowna Airport, ensuring every guest has a delightful dining experience.This role focuses on hospitality, food running, and mainta... Show more

 • Promoted

Kelowna Employee Benefits Advisor Position

Summit Commercial Solutions Inc.Kelowna, Regional District of Central Okanagan, Canada
Full-time

Join Summit as an Employee Benefits Advisor focused on new business acquisition from Kelowna.Embrace the challenge and autonomy of driving your own pipeline with extensive support.As a part of Summ... Show more

 • Promoted

Associate Insurance Advisor III (Kelowna, BC)

Co-operatorsKelowna, Regional District of Central Okanagan, Canada
Full-time

Employment Type: Regular Full-Time.Language: This role operates in English.We are a leading Canadian financial services co‑operative committed to being a catalyst for a sustainable and resilient so... Show more

 • Promoted

Banking advisor (On-Site)

National BankKelowna, British Columbia
CA$55,200.00 yearly
Full-time +2

Advisory services, Personal banking .A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as th... Show more