Member Advisor: Digital Banking & Member Relationships

Envision Financial; City of Langley; On-site; CAD 25,000 - 30,000; Part time

Job summary

Tru Cooperative Bank in Langley is seeking a Part-Time Member Advisor to deliver front line service and identify member needs through thoughtful financial conversations. You will assist with online banking setup and tailor solutions based on life stage to foster long-term relationships.

Responsibilities include member transactions, promoting digital channels, meeting sales targets, and supporting branch goals while staying informed on trends and best practices to protect the organization’s

Qualifications

• High School Diploma or equivalent; College/Trade/Tech Diploma (2 years) is an asset.
• Completion of Tru Cooperative Sales Essentials Course within 6 months of hire.
• Must complete the internal Tru Cooperative certification program within the required timeframe.
• 2 years of retail/customer service experience or equivalent.
• Sales and cash handling experience preferred.
• Demonstrated ability to identify needs and recommend products and services to members.
• Proficient in computer software programs e.g. Microsoft Office.

Responsibilities

• Member Service: Builds strong relationships with current and potential members; identifies member life stage cycle and provides financial advice or refers to appropriate advisor.
• Member Transactions: Processes a full range of member transactions including opening personal or business accounts, debit/credit cards, and deposits.
• Branch Goals: Supports achievement of annual branch goals and objectives through proactive promotion of Tru Cooperative Bank products and services.

Skills

Strong interpersonal skills

Retail/customer service experience

Sales and cash handling

Microsoft Office

Identify member needs

Education

High School Diploma or equivalent

College/Trade/Tech Diploma (2 years)

Tools

Microsoft Office

Job description

Tru Cooperative Bank in Langley is seeking a Part-Time Member Advisor to deliver front line service and identify member needs through thoughtful financial conversations. You will assist with online banking setup and tailor solutions based on life stage to foster long-term relationships.

Responsibilities include member transactions, promoting digital channels, meeting sales targets, and supporting branch goals while staying informed on trends and best practices to protect the organization’s