Member Advisor (Orchard Plaza Branch)

Valley First, a division of First West Credit Union; Kelowna; On-site; CAD 40,000 - 50,000; Full time

Job summary

Join a leading financial cooperative as a Member Advisor, providing exceptional member service and enhancing financial relationships. This role involves transaction processing, promoting digital banking, and supporting branch objectives while fostering a positive team environment. Enjoy competitive pay, flexible health benefits, and opportunities for growth and development in a supportive community-focused organization.

Benefits

Mental health resources and coverage

Flexible health benefits

Performance-based pay

Vacation and flexible work arrangements

Qualifications

• Completion of FW Sales Essentials Course within 6 months of hire.
• Minimum 2 years of retail/customer service experience.
• Proficiency in Microsoft Office and risk management understanding.

Responsibilities

• Triage member questions and needs through digital channels.
• Process transactions including account openings and deposits.
• Support branch objectives through promotion of products.

Skills

Interpersonal skills

Relationship-building

Flexibility

Education

High School Diploma

College, Trade or Tech School Diploma

Tools

Microsoft Office

Job description

We are currently seeking a Member Advisor to join our team.

The Member Advisor is responsible for providing front-line member service to triage and manage member needs by asking thoughtful financial questions and creating positive experiences to retain and deepen financial relationships. They will also promote the use of digital channels to serve and answer customer questions, address concerns, and escalate issues as appropriate while maintaining confidentiality and accuracy. The Member Advisor identifies the member's life stage cycle and provides solutions to financial needs or refers members to an appropriate advisor.

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

• Member Service: Triage member questions and needs through digital channels and MAC where appropriate. Build strong relationships with current and potential members; identify member life stages and provide financial advice or referrals.
• Member Transactions: Process a range of transactions including opening accounts, issuing debit/credit cards, and deposits. Promote digital banking adoption and achieve sales and referral targets.
• Branch Goals: Support branch objectives through promotion of products and services, participate in campaigns, and seek cross-sell and referral opportunities.
• Other Responsibilities: Stay informed about industry issues, regulations, and participate in process improvements. Strive to meet service and productivity targets, and prioritize tasks using the Day in the Life guideline.
• Branch/Team Support: Contribute as a team member, help foster a positive work environment, mentor others, and perform additional duties as needed.

Required Skills, Experience & Qualifications

• High School Diploma required; College, Trade or Tech School Diploma preferred.
• Completion of FW Sales Essentials Course within 6 months of hire.
• Must complete the internal First West certification within the required timeframe.
• Minimum 2 years of retail/customer service experience; sales and cash handling experience preferred.
• Ability to identify needs and recommend products/services, strong interpersonal skills, and relationship-building ability.
• Positive attitude, flexibility, and ability to work in a busy environment.
• Proficiency in Microsoft Office and understanding of risk management policies.

What’s in it for you:

• Mental health resources and coverage
• Flexible health benefits and topped-up parental leave
• Performance-based pay, banking benefits, and RRSP matching
• Vacation and flexible work arrangements

We are committed to fairness, equity, and providing opportunities for our employees to make an impact. We support community involvement and ESG practices, and offer training programs, LinkedIn Learning access, and external course reimbursement.

Applicants will be required to undergo background checks including employment verification, credit check, and criminal record check.

Diversity, Equity, Inclusion & Belonging

We embrace diversity and inclusion in all aspects of our organization. We encourage applicants from equity-deserving groups and offer accommodations during the application process.

Join us to be part of a financial cooperative that values advice, community, and local connections. Visit firstwestcu.ca for more information.

We appreciate your interest; only candidates selected for an interview will be contacted.