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Member Banking Specialist - Coquitlam

Title: Member Banking Specialist - Coquitlam 

Company: Coast Capital Savings Federal Credit Union 

Location: British Columbia (CA-BC), Coquitlam  

Job Type: Full-Time 

Pay Grade: 

Posting End Date:  


Together, we help empower you to achieve what’s important in your life.


What's the job?

When you visit a Coast branch, you’re greeted with a line of smiling faces ready to help you with your everyday banking needs.  Our friendly Member Banking Specialists are sales and customer service superstars who bring our “How can we help you?” brand to life with every member they interact with.


Imagine helping our members with:

  • fulfilling basic personal credit needs
  • selling and handling Low Fee More For Me Mutual Funds
  • term deposits
  • RRSPs
  • setting up electronic services like our internet banking
  • opening Free Chequing accounts
  • adding overdraft protection to help avoid those nasty NSF charges. 


But it doesn’t end there, Member Banking Specialists do two other very importing things.  First, they are sales pros.  They uncover opportunities where we can better help our members with our fantastic line-up of products and services.  Next, they figure out who in the company can best help that member, be it themselves or another team mate.


What else will you get to do every day?

  • Getting a natural high from delivering positive and unexpected customer experience through general retail banking
  • Having fun engaging customers in the “Where You Are At Money Chat” to help your customer to save, grow, protect and improve their financial well-being
  • Working as a high-performing team member within the branch to ensure all checks and balances are completed around policies and regulatory requirements
  • Proactively and creatively offer helpful solutions and alternatives to customer inquiries
  • Earning high-fives from your managers and peers for achieving sales and referrals targets in a needs based sales environment


Who are we looking for?

We don’t need mathematical geniuses here, though ability to add and subtract would be useful. Mostly we just need people who are comfortable helping customers with simple financial help and promoting our products and services.

  • Experience helping customers in either a bank or credit union for a minimum three years, preferably where you mastered lending and investments, and you used your x-ray vision to spot sales and referral opportunities. However, if you have a strong background in banking and lending or investments, we will take that too! 
  • 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 proudly hang your Investment Funds in Canada certificate in your office.
  • You really like 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 prodigy, able to efficiently and effectively prioritize and organize what needs to get done coupled with a high attention to detail.


Why join Coast Capital Savings?


We don’t mean to toot our own horn, but…


  • We improve Canadians’ financial well-being through providing simple financial help.
  • Employees do what’s best for our members. Every day.
  • We believe in being a great corporate citizen so we invest in our local communities by donating our time, money and expertise.
  • Our employees take advantage of the many opportunities to grow their careers.
  • Employees love having a cool place to work with modern LEED certified offices and being recognized with a virtual (and, at times, an actual) high-five.
  • Our inspiring leaders help our employees develop their talents and encourage them to be their fabulous selves.
  • We have a unique culture where we take our business seriously, but ourselves, not so much.
  • We are a Certified B Corp®. Our certification reflects our strong commitment to social and environmental performance, accountability, and transparency.
  • In 2019, we earned double kudos by being named one of BC’s Top Employers and one of Canada’s Best Managed Companies – two of the nation’s most coveted business awards, may we add.


Does this position inspire you?  If so, apply today at Coast Capital Savings. 

Apply now »