Financial Advisor (SMSR)

First Credit Union; British Columbia; On-site; Full time

Job summary

Join a leading community-owned financial institution as a Senior Member Service Representative. You will support our Courtenay and Cumberland branches by providing exceptional service and expertise in financial products, fostering member relationships, and contributing to community well-being. This full-time role offers opportunities for career development and a competitive compensation package.

Benefits

Career Development

Employee Wellness Program

Comprehensive Benefits Program

Qualifications

• Three years of experience in the financial, sales or service industry.
• Education or equivalent experience with financial products and services.

Responsibilities

• Provide service excellence and foster member relationships.
• Promote and provide advice on deposit products and services.
• Complete loan applications and documentation.

Skills

Communication

Problem-Solving

Time Management

Interpersonal Skills

Education

Secondary School Diploma

Tools

MS Office

Job description

Join a team where passion meets purpose! At First Credit Union, we take pride in being one of B.C.’s Top Employers—a reflection of our team members who value meaningful work, opportunities for growth, and making a difference. As a certified B Corp, we are part of a global movement using business as a force for good. With branches in eight vibrant locations along B.C.'s south coast, we are driven by our vision of building financially healthy communities and our purpose to empower through knowledge. If this vision excites you, we’d love to have you join our team!

First Credit Union is looking for an experienced financial service professional to support our Courtenay and Cumberland Branches as a Senior Member Service Representative. This is a financial advisor position responsible for the recommendation and implementation of account, deposit, and loan products offered by First Credit Union. Through building relationships and analyzing member needs, a Senior Member Service Representative identifies and recommends the appropriate products or services with the goal of improving our members’ overall financial well-being.

This full-time position is Monday to Friday and supports both our Courtenay and Cumberland branches. While the role is open to a Monday-Friday schedule, Saturday availability is preferred.

Major Responsibilities:

Provide service excellence and foster member relationships by:

• Maintaining a high level of knowledge of First Credit Union products and services, including continuous development to be aware of changes in the industry.
• Exhibiting a high commitment to member-client relationships by promoting the concept of relationship building, cross-selling all credit union products and services, and referring members to other departments when appropriate.
• Analyzing member needs and building relationships through member onboarding.
• Responding to member requests and inquiries and dealing with member issues with minimal assistance.
• Contributing to a high level of service by presenting a positive, pleasant, public image, and providing fast, efficient, personalized service.
• Acting as a resource and example to other employees in regard to knowledge, experience, and superior member service.
• Contributing to a positive team environment by working efficiently, professionally and in a friendly manner.

Perform a variety of duties relating to the promotion, sale and administration of accounts, deposits, and loan products and services offered by First Credit Union. This includes but is not limited to:

• Promoting and providing advice on deposit products and services, including registered and non-registered accounts, with the ability to discuss investment options such as term deposits.
• Promoting and processing card products, including credit and debit cards as well as all electronic services.
• Providing guidance and administration on account options and membership, including estate administration.
• Complete loan applications, including interviews, and the collection of documentation.
• Use the Financial Blueprint to support the overall financial well-being of our members.
• Actively pursue opportunities to improve growth and the development of loan portfolios and pursue new business by establishing and maintaining relationships in the community.
• Administrative duties as needed for loan documentation, reviews and renewals.
• Documenting and processing as required.

Required Experience, Knowledge, Skill, and Ability:

• Secondary school diploma.
• Three years of experience in the financial, sales or service industry.
• Education or equivalent experience with Products & Services, Fundamentals of Personal Financial Planning, Consumer & Residential Mortgage Lending, and Business Financial Statement Analysis.
• Superior knowledge of financial products and services.
• Demonstrated accountability for both personal and branch-assigned growth goals, targets and major initiatives.
• Strong computer skills and proficiency in MS Office.
• Ability to communicate effectively, both orally and in writing.
• Ability to multi-task and problem-solve, with strong organizational skills and emphasis on time management.
• Strong interpersonal skills with a service-oriented focus.
• Ability to work in a fast-paced environment, perform under pressure, and demonstrate great initiative, resourcefulness and flexibility.

Why work for us?

• Take advantage of opportunities for career development, including continuous training, education support and career planning.
• Embrace our commitment to employee wellness, including a commitment to mental health and a comprehensive employee and family assistance program.
• Enjoy a competitive compensation package including a generous benefits program.
• Be part of a company that is dedicated to making meaningful community impact.

Compensation: $28.48-$33.61

Who should apply?

To support employment equity and diversity in the workplace, we welcome applications from all groups, including visible minorities, Indigenous Peoples, persons with disabilities, persons of diverse sexual orientation, gender identity or expression (LGBTQ2S+), and others who may contribute to diversity at First Credit Union. We also recognize unique styles, perspectives, and beliefs that support a diverse, respectful, and inclusive work environment.

First Credit Union is a community-owned financial institution. When your customers are your shareholders, it changes the way you run your business. We don’t ever have to choose between what’s best for our business, what’s best for our community, or what’s best for our members; they are one and the same. This is the cooperative advantage.