Customer Advice Specialist

Description:

Coast Capital Savings, a member-owned cooperative with over 80 years of experience and nearly 600,000 members, is seeking motivated Customer Advice Specialists to join their team across the Greater Victoria Region. In this role, you will be the frontline expert assisting members with their everyday banking needs while promoting financial wellness and building strong customer relationships.

This position begins as a Ready-Now opportunity, where you will undergo comprehensive training at the Broadmead Branch (777 Royal Oak Dr Unit 150, Victoria, BC), after which you will be assigned to a permanent branch within the Island locations, which may include Greater Victoria, Peninsula, or mid-island regions.

Key Responsibilities:

• Deliver exceptional customer service through general retail banking interactions, ensuring members receive positive and personalized experiences.

• Conduct “Where You Are At Money Chat” to help customers save, grow, protect, and enhance their financial well-being.

• Proactively promote financial products and services, including low-fee mutual funds, term deposits, RRSPs, overdraft protection, chequing accounts, and electronic banking services.

• Identify sales opportunities, provide referrals, and collaborate with other team members to meet customer needs.

• Ensure compliance with internal policies and regulatory requirements through accurate documentation and diligent follow-up.

• Consistently meet or exceed sales and referral targets in a needs-based sales environment.

Required Qualifications & Skills:

• Certificate in Investment Funds in Canada (mandatory).

• Minimum 3 years of experience in a banking or credit union environment with lending and investment knowledge.

• Post-secondary education in finance, business administration, or a related field is preferred.

• Strong relationship-building skills and a customer-centric approach.

• Ability to multitask, prioritize, and maintain high attention to detail.

• Team-oriented mindset with a willingness to continuously learn and grow.

Additional Requirements:

• Enhanced Criminal Record Check (every 5 years)

• Credit Check (every 5 years)

• Identity Verification

• Employment Verification

• References

Why Join Coast Capital Savings?

• Purpose-driven organization that invests 10% of its budgeted profits into community initiatives (over $90 million invested since 2000).

• Strong commitment to equity, diversity, and inclusion, with a focus on creating an inclusive work environment.

• Opportunities for career growth and internal promotions.

• Flexible work arrangements under the myWork program.

• Comprehensive benefits package customizable for you and your family.

• Defined contribution/defined benefit pension plan or RRSP options.

• Special mortgage and auto financing benefits for employees.

• Recognition programs, employee volunteer program (with donations for volunteered hours), and a culture of appreciation.

• Award-winning workplace: Platinum member of Canada’s Best Managed Companies, recognized by Canada’s Most Admired Corporate Cultures, and BC Top Employers Awards.