Member Advisor (Orchard Plaza Branch)

Valley First, a division of First West Credit Union; Kelowna; On-site; CAD 43,000 - 49,000; Full time

Job summary

An established industry player is seeking a Member Advisor to enhance member experiences and deepen financial relationships. In this dynamic role, you'll provide essential frontline service, guiding members through their financial journeys while promoting digital banking solutions. With a focus on relationship-building, you'll address member needs and assist in achieving branch goals. This opportunity offers a supportive environment with comprehensive training and a commitment to employee well-being. If you're passionate about helping others and ready to grow your career, this position is perfect for you.

Benefits

Mental Health Coverage

Customizable Health Benefits

Performance-Based Compensation

Flexible Work Arrangements

Paid Time Off to Volunteer

Qualifications

• High School Diploma required; College Diploma preferred.
• 2 years of retail/customer service experience required.

Responsibilities

• Provide front line member service and manage member needs.
• Process a full range of member transactions including account openings.

Skills

Customer Service

Sales Skills

Interpersonal Skills

Digital Banking Knowledge

Problem-Solving

Education

High School Diploma

College Diploma

Tools

Microsoft Office

Job description

Join to apply for the Member Advisor (Orchard Plaza Branch) role at Valley First, a division of First West Credit Union

3 days ago Be among the first 25 applicants

Join to apply for the Member Advisor (Orchard Plaza Branch) role at Valley First, a division of First West Credit Union

Get AI-powered advice on this job and more exclusive features.

Valley First, a division of First West Credit Union provided pay range

This range is provided by Valley First, a division of First West Credit Union. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$43,000.00/yr - $48,700.00/yr

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 members thoughtful financial questions and create positive experiences to retain and deepen financial relationships. Advance member knowledge and use of digital channels set up to serve and answer customer questions and addressing their concerns; raising matters as appropriate to team members or partners while maintaining confidentiality and accuracy. The Member Advisor identifies member life stage cycle and provides solutions to financial needs, and/or refers member to an appropriate advisor.

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

• Member Service: Triages member questions and needs through to digital channels and MAC where appropriate. 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, but not limited to: 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.
• Branch Goals: Supports achievement of annual branch goals and objectives through proactive promotion of FW 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: Stays knowledgeable about emerging issues, evolving regulations and industry codes of conduct as well as participates in process improvement opportunities to protect the interests of the organization. Strives to achieve and improve service level agreements and productivity targets. 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 First West.
• 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. Performs other duties as required by the branch leadership.
  
  

Required Skills, Experience & Qualifications

• High School Diploma required
• Completion of FW Sales Essentials Course, within 6 months of hire required
• Must complete the internal First West certification program specific to this role within the required timeframe
• College, Trade or Tech School Diploma (2 years) preferred
• 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.
  
  

About Us

What’s in it for you:

First, we strive to make our team members feel genuinely rewarded. You’ll have:

• Mental health coverage and resources
• Customizable health benefits, as well as topped-up parental leave
• Performance-based compensation, employee banking advantages and group RRSP matching
• Vacation time and flexible work arrangements to support your lifestyle
  
  

We are committed to providing a fair, equitable, and competitive rewards package that reflects the value an individual brings to our organization. The compensation mentioned in this job posting should serve as a guide. The total cash compensation earned may vary based on a variety of factors including bonuses and/or incentives, an individual’s skills and experience, and may correlate with performance in the role.

We also provide and encourage opportunities for our employees to make a meaningful impact. After all, as a credit union we’re powered by giving back—in big ways and through small gestures. That's why we offer employees paid time off to volunteer, partner with thousands of local charities, build long-lasting relationships that help our members get ahead and commit to environmental, social and governance (ESG) practices.

By joining our team, you’ll be able to elevate your potential. Wherever your own purpose leads, we’re here to support you with award-winning in-house training programs, access to LinkedIn Learning, and reimbursement for external courses to help you get ahead.

Take the next step in your career as part of our team. Apply for this opportunity!

Candidates, please note: if you are being considered for this role, you will be required to complete a background check, such as employment verification, credit check and criminal record check.

Diversity, Equity, Inclusion & Belonging

At First West Credit Union, we embrace diversity regardless of gender identity or expression, sexual orientation, religion, race, ethnicity, age, diverse ability, and any aspect that makes someone unique. Inclusion is woven through our organization, from our employee-led network groups, hiring practices and education programs that address barriers and continually grow our equitable, diverse and inclusive culture.

We encourage people who are from equity-deserving groups to apply for a career with us, including women or non-binary people, persons with diverse abilities, Black, Indigenous Peoples, People of Colour and members of 2SLGBTQIA+ communities.

If an accommodation would help you during the process of applying or interviewing for a career with us, please let us know how we can assist you, whether it’s preparing materials in an alternate format, booking an accessible meeting room or other arrangement.

Your individuality is welcome here.

About Us

We’re a financial cooperative that does things differently. We provide time-tested advice that helps our members feel optimistic about their future, and we offer comprehensive banking solutions that enable people to confidently reach their goals. With the financial strength and extended branch network of a large financial institution, we maintain local connections to our communities and take a unique grassroots approach to service. Our more than 250,000 members and approximately 1,250 employees operate from 45 branches throughout the province of BC, under the Envision Financial, Valley First, Island Savings and Enderby & District Financial brands. Visit firstwestcu.ca for more information on First West Credit Union.

Please know we appreciate your interest in us but only candidates selected for an interview will be contacted.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Other

Referrals increase your chances of interviewing at Valley First, a division of First West Credit Union by 2x

Get notified about new Advisor jobs in Kelowna, British Columbia, Canada.

ScotiaMcLeod Administrative Associate - Kelowna

Kelowna, British Columbia, Canada 4 days ago

Kelowna, British Columbia, Canada 1 week ago

Kelowna, British Columbia, Canada 1 week ago

Kelowna, British Columbia, Canada 1 year ago

Kelowna, British Columbia, Canada 2 weeks ago

Client Advisor Opportunities - Kelowna North Community

Kelowna, British Columbia, Canada 4 days ago

Digital Banking Advisor and Banking Advisor Opportunities - Kelowna North Community

Kelowna, British Columbia, Canada 4 days ago

Kelowna, British Columbia, Canada 1 week ago

Kelowna, British Columbia, Canada 3 weeks ago

Kelowna, British Columbia, Canada 1 week ago

Kelowna, British Columbia, Canada 3 weeks ago

Kelowna, British Columbia, Canada 4 days ago

Westbank, British Columbia, Canada 1 week ago

Kelowna, British Columbia, Canada 1 month ago

Westbank, British Columbia, Canada 2 weeks ago

Kelowna, British Columbia, Canada 5 months ago

Kelowna, British Columbia, Canada 1 week ago

Kelowna, British Columbia, Canada 7 hours ago

HR Consultant – Audit & Assurance (1 year contract)

Kelowna, British Columbia, Canada 2 weeks ago

Kelowna, British Columbia, Canada 1 week ago

Kelowna, British Columbia, Canada 2 days ago

Kelowna, British Columbia, Canada 4 days ago

Kelowna, British Columbia, Canada 4 days ago

Kelowna, British Columbia, Canada $43,000.00-$48,700.00 1 month ago

Senior Financial Advisor - Penticton, Kelowna, Vernon & Kamloops (Future Opportunities)

Kelowna, British Columbia, Canada 2 weeks ago

Kelowna, British Columbia, Canada 1 month ago

Kelowna, British Columbia, Canada 1 month ago

Kelowna, British Columbia, Canada 2 months ago

Beauty Advisor Inside Sales Sally Beauty 05663

Kelowna, British Columbia, Canada 2 weeks ago

Kelowna, British Columbia, Canada 1 week ago

Kelowna, British Columbia, Canada 4 days ago

Kelowna, British Columbia, Canada 4 days ago

Kelowna, British Columbia, Canada 3 days ago

Kelowna, British Columbia, Canada 5 days ago

Kelowna, British Columbia, Canada 1 week ago

Kelowna, British Columbia, Canada 3 weeks ago

Senior Commercial Banking Advisor (Downtown Kelowna Branch)

Kelowna, British Columbia, Canada $87,280.00-$111,800.00 1 month ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.