Member Advisor: Customer Service & Financial Solutions

First West Credit Union; Victoria; On-site; CAD 45,000 - 55,000; Full time

Job summary

A financial services organization in Victoria is currently looking for a Member Advisor to provide exceptional member service, manage financial inquiries, and assist with transactions. The ideal candidate will have a High School Diploma and 2 years of retail or customer service experience. Responsibilities include building strong relationships with members, promoting products, and achieving branch goals. This position requires someone with strong interpersonal skills and a positive attitude who can thrive in a fast-paced environment.

Qualifications

• High School Diploma required.
• Completion of FW Sales Essentials Course within 6 months of hire is required.
• 2 years of retail/customer service experience or equivalent required.

Responsibilities

• Provide frontline member service and manage member needs effectively.
• Process a full range of member transactions including account openings and deposits.
• Support achievement of annual branch goals through proactive promotion of products.

Skills

Customer service

Sales experience

Interpersonal skills

Risk management

Computer proficiency

Education

High School Diploma

College, Trade or Tech School Diploma (2 years)

Tools

Microsoft Office

Job description

A financial services organization in Victoria is currently looking for a Member Advisor to provide exceptional member service, manage financial inquiries, and assist with transactions. The ideal candidate will have a High School Diploma and 2 years of retail or customer service experience. Responsibilities include building strong relationships with members, promoting products, and achieving branch goals. This position requires someone with strong interpersonal skills and a positive attitude who can thrive in a fast-paced environment.