Member Advisor (Salt Spring Branch)

Salt Spring Exchange; Salt Spring Island Electoral Area; À distance; CAD 42 000 - 52 000; Plein temps

Résumé du poste

Tru Cooperative Bank on Salt Spring Island is seeking a motivated Member Advisor to help members achieve their financial goals. You will deliver frontline service, assist with online banking setup, and tailor financial solutions by recognizing each member’s life stage.

This role emphasizes accurate inquiries and discretion while building long-term relationships. You will manage everyday transactions, promote digital channels, and support branch goals.

Qualifications

• High School Diploma or equivalent education and/or experience required.
• Completion of Tru Cooperative Sales Essentials Course within 6 months of hire.
• Must complete internal Tru Cooperative certification program specific to this role.
• 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.

Responsabilités

• 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.
• 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.
• 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.

Connaissances

Retail/customer service

Interpersonal skills

Digital literacy

Microsoft Office

Communication

Formation

High School diploma or equivalent

College/Trade/Tech diploma (2 years)

Outils

Microsoft Office

Description du poste

We are currently seeking aMember Advisorto join our team.

The Member Advisor delivers front line service by identifying and responding to member needs through thoughtful financial conversations. This role enhances digital literacy by assisting with online banking setup and addressing inquiries with accuracy and discretion. By recognizing each member’s life stage, the Member Advisor offers tailored financial solutions or refers to the appropriate advisor, fostering stronger, long-term relationships.

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

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.

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.

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.

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.

Island Savings Talent Attraction

Listing Owner Member Since: December 24, 2012