Job Description

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

As a member-owned cooperative, we're helping our members with their real goals and real challenges so they can live the real life they want. It's what we've been doing for over 80 years, and it's 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.

Member Banking Specialist

Location: British Columbia (CA-BC), Surrey

Job Type: Full Time

myWork Options: In-person

*This is a full-time position at the Cloverdale branch*

What's the opportunity?

As a Member Banking Specialist, you will embark on an 18-24 month development journey that will fast track you to becoming a Member Advice Specialist. The Member Banking Specialist is a Coast Capital ambassador in our branches, putting members first and finding solutions to their unique financial needs. Through championing Coast Capital's values and purpose, the Member Banking Specialist will support new member acquisition while deepening relationships with existing members through providing trusted advice.

This role will utilize financial tools such as the Where You're At Money Chat (WYAMC) to identify opportunities for members to achieve what is most important in their lives related to their finances. This will include fulfilling routine banking needs and maximizing every interaction to help members better manage, save, grow and protect their financial well-being. To be successful in this role, individuals must complete the required credit and investment training within the specified timeframe. This development role is expected to take approximately 12 to 18 months dependent of the incumbent's capabilities and corporate capacity with the eventual goal to become a Member Advice Specialist. This role is positioned as a training role to develop the knowledge, skills and abilities of the incumbent with the expectation to become three pillared and progress to a Member Advice Specialist role and then progress to further retail and investment services career paths. As such, it will be a requirement to complete the core banking program prior to completing the required credit and investment accreditation through passing the CCS credit and investment cohorts and meeting endorsement criteria indicating successful demonstration of these capabilities and skills.

What you'll get to do:

• Perform a juggling act balancing a friendly sales and service approach with demonstrated ability to proactively listen, identify opportunities to deepen member relationships and solve problems.
• Build relationships with members in branch and deliver an outstanding member experience by meeting their initial needs and identifying future opportunities through money chats and so much more!
• Have fun engaging members in the "Where You Are At Money Chat" to help your members to save, grow, protect and improve their financial well-being
• Demonstrate your knowledge of technology through educating members on our alternate channels (online banking and mobile platforms) to deliver a memorable member experience
• Act as a team player by contributing to team results through listening, spotting opportunities and partnering with other Coast Capital team members to best meet our members financial needs
• Create a positive member experience by proactively taking ownership of resolving and preventing member banking issues

Who are we looking for?

• Experience helping customers in a retail and/or sales environment for a minimum of 2 years where you used your x-ray vision to spot sales and referral opportunities. If you have previous experience working at a financial institution, well that's a bonus.
• You are self-motivated, passionate and driven to help our members and their financial well-being.
• 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.
• You excel at building relationships with a wide variety of people and want to help them with simple financial help.
• You are a big fan of team work and demonstrate your team spirit every day.
• You are a multi-tasking master, able to efficiently and effectively prioritize and organize what needs to get done.
• You have great verbal and written communication skills.
• You are tech savvy and comfortable sharing your knowledge with your members.

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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.