Job Description

At Coast Capital, we're not dreaming about a better future, we're building one.

At Coast Capital, were not dreaming about a better future, were building one.

As a member-owned cooperative, were helping our members with their real goals and real challenges so they can live the real life they want. Its what weve been doing for over 80 years, and its why today we stand almost 600,000 members strong. Plus, we invest 10% of our budgeted profits back into our community - almost $90 million since 2000 alone - because when our members do well, we believe our communities should do well too.

Customer Services Representative (full time)- Courtenay

Oct 20, 2023

Location: Courtenay Branch

Job Type: Full Time

myWork Options: In-person

Starting Salary Range: $21.23-$25.36

What's the job?

On any given shift you will be the face of Coast Capital in the branch and balance a friendly advice 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. While this job is posted as a Customer Service Representative, internally, we title it a Member Service Representative, always putting members at the centre of everything we do.

Our branches can be open Mondays to Saturdays from 9:30 to 7:00, so be prepared to work a variety of hours, including evenings and Saturdays.

What you\'ll get to do:

• Be the first friendly face our members see at Coast Capital by exhibiting our Coast Capital values;

• We build connection.
• We act with courage.
• We re-imagine.
• Build relationships with member and deliver an outstanding member experience by meeting their initial needs and proactively identifying future opportunities through money chats and so much more!
• Educating members on our alternate channels (online banking and mobile platforms) to deliver a memorable member experience.
• Contribute to team results through listening, spotting opportunities and partnering with other Coast Capital team members to best meet our members financial needs.
• Build a strong understanding of how Coast Capital Savings assists in providing financial well-being to our members.
• Create a positive member experience by proactively taking ownership of resolving and preventing member banking issues.
• Be the first line of defense by being on the lookout for any counterfeit money or illegal transactions that may occur.

Who are we looking for?

To be successful as a Member Service Representative in a Coast Capital branch, you must be positive, team-oriented individual with the following knowledge, skills and abilities.

• Communication - You have strong verbal English communication skills and are comfortable having sensitive conversations with members. A second language you're comfortable using is a bonus.
• Active Listening - You listen to your customer and ensure you identify the challenge they may have so you can work towards a positive outcome.
• Empathy - You understand a bank account is more than numbers on a screen and you can show understanding and respect for whatever situation a member might be in.
• Initiative - You don\'t sit and wait for something to do. You see something that needs to be done, and do it.
• Problem Solving - You find job satisfaction by identifying a member problem and work towards solving it with them.
• Curiosity - You are a life-long learner who loves to grow their understanding of the financial world.
• Advisory - You are comfortable identifying opportunities and suggesting Coast Capital products to our members by referring them to other specialists within our organization.
• Adaptability - You happily handle whatever situation comes your way.
• Motivation - You are a self-motivated, positive and are looking to grow your career in customer service and/or banking.
• Integrity - You follow the documented process and do the right thing, every time. Even when no one is watching.
• Legal Eligibility - You are legally entitled to work for any employer. Please note for those candidates interested in applying for a Canadian Permanent residency, this position falls under a C National Occupation Code (NOC).

How will you be evaluated?

• Resumes will be reviewed based on the skills and attributes required for this opportunity.
• Top 5+ candidates will be invited for a 30-minute phone interview with our Talent Acquisition Team.
• Top 3+ candidates from the previous step will be invited for a 60minute panel in-person interview at a Coast Capital branch.
• Top 1-2 candidates from the previous step will be invited for a final role-play interview with a Branch Manager. Information will be provided in advance to prepare. We anticipate 15-30 minutes of prep will be required.
• Successful final candidate will be required to successfully pass a background screening which includes criminal check, credit check, identity verification, employment verification, education verification and two references from previous direct managers.

Equity, Diversity & Inclusion at Coast Capital

Don\'t meet every single requirement? At Coast Capital, we believe everyone has potential. We are committed to 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.

We strive to provide an accessible candidate experience for our candidates with different abilities. If you require any accommodations, please contact . We will work with you to meet your needs.

Equity, Diversity & Inclusion at Coast Capital

Don\'t meet every single requirement? At Coast Capital, we believe everyone has potential. We are committed to 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.

We strive to provide an accessible candidate experience for our candidates with different abilities. If you require any accommodations, please contact or call 778-391-5836. We will work with you to meet your needs.

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 were 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 youre 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. Thats why we offer the choice of a defined contribution or defined benefit pension plan or RSPs.
• 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. Were human, which means we like to have fun with events, celebrations, and recognition throughout the year.
• An award winning culture. Were a Platinum member of Canadas Best Managed Companies and are regularly recognized by Canadas 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. Thats why since 2000 weve invested over $90 million into our members 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. Were not all the same and we like it that way. We dont 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.

Coast Capital Savings