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Coast Capital Savings

Lending Specialist, Advice Centre

Posted 10 days ago

Job Details

Location

Canada

Job Description

Location(s): Help Headquarters
Job Type: Full Time
myWork Options: In-person, Hybrid
Starting Salary Range: $63,300-$75,900
Background Screening Requirement:
  • Enhanced Criminal Record Check
  • Credit Check
  • Employment Verification
  • References
  • What's the job?
    Do you have an engaging personality and strong ability to connect with others through conversation? Do you have a passion to work in the financial industry where you get to help members improve their financial well-being by understanding what's important in their lives and recommending value added products or services that help them achieve it? If this sound like you, then this is the role for you!
    Not to be confused with a "Sharing Specialist" or a "Giving Specialist", the Lending Specialist specializes in lending money to members of a growing company that is a leader in the financial industry. Your goal will be to deliver a remarkable member experience by creating long-term relationships and maximizing opportunities to help our members with their banking, investment, and lending needs. You'll work on a team that genuinely cares about our members and is passionate about improving their financial well-being. You'll be helping people who talk to you from the comfort of their own homes. It's a bigger club than you would think, and no secret handshake is required.

    What you'll get to do:
  • Unlock financial opportunities that positively impact our members and communities by understanding them on a deeper level, no not through mind reading, but by asking the right questions so you can deliver a positive and memorable member experience
  • Engage our members and improve their financial well-being by building trust and loyalty through natural curiosity and embracing question-based advice to better understand their goals and needs
  • Help our members with prompt, friendly and effective trusted advice through any medium or channel (including phone, email, and chat)
  • Use your super power skills to provide high quality, fast paced, personalized credit advice and solutions to our wonderful members
  • Work in a dynamic environment using state-of-the-art technology in both phone and software applications
  • Deliver world class member experience to attract new members and retain our current ones
  • Who are we looking for?
    A credit guru in your current work environment, you love the thrill of providing excellent advice and structuring a credit deal that is beneficial to your member and your business. We are looking for team players who know how to stick handle the puck past the goal line. Individuals who like to get off the bench and onto the ice at every opportunity and have a knack of building trust and loyalty by ensuring that our member's needs and expectations are fully satisfied.

  • You've loved your career in the financial services industry where you've fine-tuned your x-ray vision to spot advice and referral opportunities, where your ability to provide lending solutions involves understanding and making decisions around risk
  • You are self-motivated, passionate and driven to help our members and their financial well-being
  • A collaborator that uses a team first approach while working with others to deliver results, meaningfully contributing to the team and prioritizing group needs over individual needs
  • Tenacious go getters that are determined to succeed, and are motivated by the success of our members, colleagues and communities
  • Member focused all-stars that consistently demonstrate a desire to proactively help and solve our member's needs
  • Passionate about open communication - clearly conveys thoughts, both written and verbally, listening attentively and asking discovery questions for clarification and understanding
  • Problem solvers that employ an organized and logical approach to find solutions to complex problems. Looks beyond the obvious to understand the root cause of problems.
  • Strong negotiation skills focused on delivering solutions and successful outcomes
  • You are curious and 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
  • No protective headgear required while you do your thing as a multi-tasking guru, able to efficiently and effectively prioritize and organize what needs to get done
  • The ability to have fun when pressured by time constraints in a fast paced business environment
  • Equity, Diversity & Inclusion at Coast Capital
    Don't meet every single requirement? At Coast Capital, we believe everyone has potential. We are committed to building better, brighter, more inclusive futures 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 accessibility@coastcapitalsavings.com 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 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.


  • D&I at Coast At Coast Capital, we value diversity, equity and inclusion. We're not all the same and we like it that way. We don't 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.

    About Coast Capital Savings

    Coast Capital Savings is Canada’s largest credit union by membership. An Imagine Canada Caring Company, the credit union invested $5.6 million into local communities in 2017, focusing on empowering and engaging youth. Coast Capital is one of Canada's Most Admired Corporate Cultures™, and is a winner of the Canada's Best Managed Companies Platinum Club designation. It has 52 branches serving its 555,000 members in the Metro Vancouver, Fraser Valley, Vancouver Island and Okanagan regions of British Columbia. Product innovations include Canada's first free chequing account from a full-service financial institution.

    Industry

    Banking & Finance

    Company Size

    1001-5000 employees

    Application closing date is 2025-02-17

    Current Openings

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