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Member Banking Specialist, Advice Centre

Surrey, BC
Full Time
6 days ago
Location:British Columbia (CA-BC),Surrey
Job Type:Full Time
myWork Options: In-person, Hybrid

What's the job?
As a Coast Capital Member Banking Specialist, you are a trusted advisor, who builds and manages relationships with our Members via our Advice Centre.
On any given shift you will perform a juggling act balancing a friendly sales and service approach with demonstrated ability to proactively listen and identify opportunities to deepen member relationships. By providing our Members with support and financial advice, we help them Build a Better Future, Together.
If you're looking to launch or continue to grow a long-term career in the financial industry with one of BC's Top Employers, this is the opportunity for you. Don't worry if you don't have industry experience yet. We provide 6-8 weeks of full-time training to start to help you develop your long-term career in the Financial Services industry. This is a full-time hybrid role (37.5 hours per week) where you'll have the opportunity to work from home, as well as our Head Office in Surrey.

What you'll get to do:
  • Provide professional, timely customer service over the phone and email to our Members, and be comfortable with recommending Coast Capital products to support our Member's financial health.
  • Assist Members with their financial goals, including; setting up their online banking, opening a Free Chequing account, adding overdraft protection, assisting with credit card applications, setting up registered products, assisting with term deposits etc.
  • Educate and provide digital support to Members with online banking assistance including technical troubleshooting.
  • Identify opportunities to further aid Members by referring them to other lines of business within Coast Capital.

  • Who are we looking for?
  • 2+ years experience in either in a call centre, financial services or in a fast-paced service industry where you have been required to think quickly and be resourceful.
  • Previous experience meeting and exceeding sales targets.
  • The ability to manage complex, sensitive and sometimes stressful issues and deliver top-notch customer service to our Members, each and every time in a fast-paced environment.
  • Respond to a variety of clients about time-sensitive issues with empathy, tact, respect, and courtesy.
  • Strong English verbal and written communication skills. A second language is considered an asset.
  • Superior digital capability to help our members navigate their online banking or learn new technologies as they are introduced.
  • Fast keyboarding speed to effectively document calls and complex information.
  • Strong interest in continuous learning in a financial environment and the ability to take in information quickly.
  • Comfort with following strict compliance processes and controls to protect Members and their personal information and mitigate risk to Coast Capital.
  • Strong collaboration skills, and desire to be a supportive and positive team player.
  • Ability to work various shifts to meet our Member's needs Monday to Saturday 7:30 am to 8:15 pm and Sundays 8:45 am to 5:45 pm (set rotation, posted in advance).

  • Don't meet every single requirement? Studies show that candidates from Inequity Experience Groups are less likely to apply to jobs unless they meet every single qualification. At Coast Capital, we are dedicated to building an inclusive workplace. If you're excited about this career opportunity but your experience doesn't align perfectly with every qualification in this job posting, we encourage you to apply anyways. You may be just the right candidate for this or other opportunities at Coast Capital.

    Why join Coast Capital? 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.

    Equity, Diversity & Inclusion at Coast Capital 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.

    COVID-19 at Coast Capital Coast Capital Savings is committed to the health and safety of our employees, member, and communities. With this commitment in mind, Coast Capital complies with all public health mandates (provincially and/or federally, as applicable) and has implemented various safety measures, including requiring all employees to be fully vaccinated against COVID-19, and making COVID vaccination a pre-condition to employment with Coast Capital. All successful applicants must provide acceptable evidence of full vaccination against COVID-19, before any contract of employment becomes final and binding, and before your start date can be set.
    Exceptions may apply where vaccination is not possible for medical or religious reasons that are protected under Canadian human rights laws. Should successful applicants require a medical or religious accommodation related to vaccination please discuss whether an exception may apply with your Talent Acquisition Advisor.
    Banking, Finance and Insurance