Location
pitt meadows, metro vancouver regional district, Canada
Posted
July 04, 2026
Job Description
Become a financial advisor at Coast Capital in Meadowtown, helping members manage their banking needs. Engage clients in meaningful discussions to enhance their financial well-being through customized solutions.
As a Member Advice Specialist, you will be an integral part of the Meadowtown Branch team, focusing on providing outstanding customer service and sales support. This full-time role demands at least three years of experience in banking or credit unions, particularly in lending and investments. You will offer tailored financial products while ensuring compliance with policies and regulations.
Key Responsibilities:
• Deliver exceptional customer experiences in retail banking
• Conduct financial discussions to assist customer growth
• Collaborate with branch team for compliance and service
• Offer solutions for customer inquiries proactively
• Achieve sales targets through needs-based selling
Requirements:
• Minimum three years in banking or credit unions...
As a Member Advice Specialist, you will be an integral part of the Meadowtown Branch team, focusing on providing outstanding customer service and sales support. This full-time role demands at least three years of experience in banking or credit unions, particularly in lending and investments. You will offer tailored financial products while ensuring compliance with policies and regulations.
Key Responsibilities:
• Deliver exceptional customer experiences in retail banking
• Conduct financial discussions to assist customer growth
• Collaborate with branch team for compliance and service
• Offer solutions for customer inquiries proactively
• Achieve sales targets through needs-based selling
Requirements:
• Minimum three years in banking or credit unions...