Member Advice Specialist (Fixed-Term 18 months) - Clearbrook Branch

Location(s): Clearbrook 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 Job Posting 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. This is a fixed-term position of 18 months. 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 [email protected] 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.

The Member Advice Specialist provides retail banking services, including managing credit needs, mutual funds, and electronic services for members. They also act as a sales professional to identify member needs and offer appropriate financial solutions.

Candidates must have at least three years of experience in a bank or credit union with a focus on lending and investments. A Certificate in Investment Funds in Canada is required, along with post-secondary education in finance or business administration.

• Customer servicePreferred
• TeamworkPreferred
• SalesPreferred

Identified from the job description. Confirm important requirements above.

• Retail banking
• Sales
• Customer service
• Financial advice
• Lending
• Investments
• Mutual funds
• Term deposits
• RRSPs
• Electronic services
• Relationship building
• Teamwork
• Multi-tasking
• Regulatory compliance
• Financial well-being
• Arithmetic
• Business Administration
• Customer Service
• Retail Banking
• Customer Engagement
• Finance
• Equities
• Selling Techniques
• Mathematics
• Multitasking
• Prioritization
• Customer Inquiries

• Finance & Accounting
• Customer Service & Support
• Sales
• Retail
• Member Services Specialist
• Personal Banker
• Bank Tellers and Related Clerks
• Securities, Commodities, and Financial Services Sales Agents

Minimum education

Professional degree

Minimum experience

2+ years

Apply by

Sep 13, 2026

Posting language

English

Working hours

40 hours per week