Oak Bay Branch Member Advisor Position

Make a difference as a Member Advisor at Coast Capital Savings in Oak Bay. Focus on building member relationships and providing essential financial services in a full-time setting.

This exciting role involves assisting clients with personal credit, investing, and setting up electronic banking services. Ideal candidates will have the necessary Certificate in Investment Funds in Canada and experience in member service within a banking environment. Your teamwork will be crucial in reaching sales goals while delivering extraordinary service.

Key Responsibilities:
• Deliver unique customer experiences in financial services
• Facilitate member financial improvement discussions
• Cultivate a collaborative team environment at the branch
• Provide helpful responses and creative solutions
• Achieve targeted sales and member referrals

Requirements:
• Certificate in Investment Funds in Canada required
• Minimum of thr...