Member Advisor (Enderby) Full Time

First West Credit Union; Enderby; Hybrid; CAD 52,000 - 66,000; Full time

Job summary

First West Credit Union is seeking a full-time Member Advisor for our Enderby Branch, with occasional travel to Armstrong Branch. The role focuses on delivering meaningful member experiences, assessing needs, guiding digital banking adoption, and building long-term relationships with clients.

You will handle a wide range of transactions, promote bank products, and contribute to branch goals. A solid customer service background, computer skills, and a professional, proactive mindset are essential.

Qualifications

• High School Diploma or equivalent education and/or experience required; College, Trade or Tech School Diploma (2 years) is an asset
• Completion of Tru Cooperative Sales Essentials Course, within 6 months of hire required
• Must complete the internal Tru Cooperative certification program specific to this role within the required timeframe
• 2 years of retail/customer service experience or equivalent required
• Sales and cash handling experience preferred
• Demonstrated ability to identify needs and recommend products and services to members
• Strong interpersonal skills and ability to build relationships with current and potential members
• Demonstrated ability to be positive, flexible to change and work in a busy environment
• Proficient in computer software programs e.g. Microsoft Office
• Displays an understanding of risk and risk ownership by being able to demonstrate adherence to policies and procedures

Responsibilities

• Member Service: Builds strong relationships with current and potential members; identifies member life stage cycle and provides financial advice to members 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. Directs members to appropriate digital channels and increase digital banking adoption as per branch goal.
• Branch Goals: Supports achievement of annual branch goals and objectives through proactive promotion of Tru Cooperative Bank products and services, participates in branch campaigns, and actively seeks potential cross-sell and/or referral opportunities during interaction with members or potential members.
• Other Responsibilities: Remains up to date on emerging trends, regulatory changes and industry best practices as well as participates in process improvement opportunities to protect the interests of the organization. Strives to meet and exceed service level agreements and productivity targets. Performs other duties as required by branch leadership.Utilizes the Day in the Life as a guideline to prioritize and manage schedules - to align efforts in reaching goals while offering a remarkable, consistent member experience across Tru Cooperative.
• Branch/Team Support: Participates fully as a team member, helps build a positive and diverse work environment, willingly assist and mentor others in the completion of work activities, and addresses communication issues efficiently.

Skills

Interpersonal skills

Relationship-building

Sales skills

Adaptability

Computer literacy

Education

High School Diploma or equivalent

College/Trade/Tech diploma (asset)

Tools

Microsoft Office

Job description

We are currently seeking afull-time Member Advisorto join our Enderby Branch team.

The Member Advisor serves as a first point of contact for members, delivering meaningful experiences. This role assesses and responds to member needs with accuracy and sound judgment, supporting day-to-day banking activities and resolving inquiries efficiently. The Member Advisor promotes digital banking adoption by guiding members in the use of online and mobile platforms, enhancing accessibility and confidence. By understanding each member’s financial situation and life stage, this role identifies solutions or connects members with the appropriate advisor, supporting strong, long-term relationships. This role is based out of our Enderby Branch with travel to our Armstrong Branch as needed, to support business needs.

Here’s what would be included as a part of your typical day

1. Member Service: Builds strong relationships with current and potential members; identifies member life stage cycle and provides financial advice to members or refers to appropriate advisor. Triages member questions and needs through to online banking where appropriate.
2. Member Transactions: Processes a full range of member transactions including opening personal or business accounts, debit/credit cards, and deposits. Directs members to appropriate digital channels and increase digital banking adoption as per branch goal. Achieves established individual sales and referral targets.
3. Branch Goals: Supports achievement of annual branch goals and objectives through proactive promotion of Tru Cooperative Bank products and services, participates in branch campaigns, and actively seeks potential cross-sell and/or referral opportunities during interaction with members or potential members.
4. Other Responsibilities: Remains up to date on emerging trends, regulatory changes and industry best practices as well as participates in process improvement opportunities to protect the interests of the organization. Strives to meet and exceed service level agreements and productivity targets. Performs other duties as required by branch leadership.Utilizes the Day in the Life as a guideline to prioritize and manage schedules - to align efforts in reaching goals while offering a remarkable, consistent member experience across Tru Cooperative.
5. Branch/Team Support: Participates fully as a team member, helps build a positive and diverse work environment, willingly assist and mentor others in the completion of work activities, and addresses communication issues efficiently.

Required Skills, Experience & Qualifications

• High School Diploma or equivalent education and/or experience required; College, Trade or Tech School Diploma (2 years) is an asset
• Completion of Tru Cooperative Sales Essentials Course, within 6 months of hire required
• Must complete the internal Tru Cooperative certification program specific to this role within the required timeframe
• 2 years of retail/customer service experience or equivalent required
• Sales and cash handling experience preferred
• Demonstrated ability to identify needs and recommend products and services to members.
• Strong interpersonal skills and ability to build relationships with current and potential members.
• Demonstrated ability to be positive, flexible to change and work in a busy environment.
• Proficient in computer software programs e.g. Microsoft Office
• Displays an understanding of risk and risk ownership by being able to demonstrate adherence to policies and procedures.