Job Title

Overview At Coast Capital, were not dreaming about a better future, were building one. As a member-owned cooperative, we help our members with their real goals and challenges so they can live the real life they want. Its what weve been doing for over 80 years, and today we stand almost 600,000 members strong. We invest 10% of our budgeted profits back into our community almost $90 million since 2000 alone because when our members do well, our communities should do well too. Job Title Financial Advisor (Member Advice Specialist) - Courtenay Branch Location & Availability Location: Courtenay Branch Job Type: Full Time MyWork Options: In-person Starting Salary Range: $55,600.00 - $66,700 Background Screening Enhanced Criminal Record Check (every 5 years) Credit Check (every 5 years) Identity Verification Employment Verification References Branch Context Our Courtenay Branch is located within 30 min commute of Campbell River and Comox. Job Purpose When you visit a Coast branch, youre 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 products, setting up electronic services like internet banking, opening free Chequing accounts, and adding overdraft protection to help avoid NSF charges. Members also rely on you to identify opportunities where we can better help them with our products and services, and to connect them with the right teammate when needed. Accountabilities Getting a natural high from delivering positive and unexpected customer experience through general retail banking Engaging customers in the Where You Are At Money Chat to help them save, grow, protect and improve their financial well-being Working as a high-performing team member within the branch to ensure checks and balances around policies and regulatory requirements Proactively and creatively offer helpful solutions and alternatives to customer inquiries Achieving sales and referrals targets in a needs-based sales environment Skills & Qualifications Comfort with basic math; ability to assist customers with simple financial needs and promote Coast Capital products and services Experience helping members in a bank or credit union, preferably with lending and investments and identifying sales/referral opportunities Post-secondary education in finance, business administration or related field; desire to continue learning Certificate in Investment Funds in Canada is a requirement Ability to build relationships with a diverse range of people and help them with simple financial needs Strong teamwork and daily demonstration of team spirit Multitasking, prioritization, organization, and high attention to detail Equity, Diversity & Inclusion Dont meet every single requirement? We believe everyone has potential. We encourage you to apply as you may be the right candidate for this or other opportunities. We are committed to equity, diversity and inclusion and encourage applications from Indigenous Peoples, Black and racialized persons, persons with disabilities, people of diverse sexual and gender identities, and women. We provide an accessible candidate experience and accommodations can be requested at or 778-391-5836. Why join Coast Capital Savings? Purpose is our North Star, informing our advice, experiences, and programs for employees and communities Commitment to inclusion and engagement; a culture where everyone can be themselves A career that grows with you; opportunities to advance from the frontlines to leadership Flexible work options with myWork where appropriate Comprehensive, customizable benefits for you and your family Retirement options including defined contribution or defined benefit plans and RRSPs Mortgage and auto financing benefits Real Recognition and a culture that celebrates excellence An award-winning culture and recognition as a top employer Reinvestment of 10% back into the community (over $90 million since 2000) Employee volunteer program: Coast Capital donates $10 for every hour you volunteer #J-18808-Ljbffr