Member Advisor (Town Centre Branch)

Envision Financial; Abbotsford; On-site; CAD 40,000 - 55,000; Full time

Job summary

Envision Financial in Abbotsford is seeking a Member Advisor to deliver front line service by understanding member needs and offering tailored financial solutions. You will help members with online banking setup and referrals to the right advisor, building long-term relationships.

The role emphasizes strong customer service, sales referrals, and achieving branch goals while staying current on regulatory practices and using digital channels to enhance member experience.

Qualifications

• High School Diploma or equivalent required.
• Completion of Tru Cooperative Sales Essentials Course within 6 months of hire.
• Internal certification program specific to this role within required timeframe.
• 2 years of retail/customer service experience or equivalent.
• Sales and cash handling experience preferred.
• Ability to identify needs and recommend products and services to members.

Responsibilities

• Builds strong relationships with current and potential members and provides financial advice or referrals as appropriate.
• Processes a full range of member transactions including accounts, cards and deposits; promotes digital channels and banking adoption.
• Supports achievement of branch goals and participates in branch campaigns; seeks cross-sell and referral opportunities.
• Keeps up to date with regulatory changes and best practices; participates in process improvements.
• Actively participates as a team member, supports a positive work environment, and assists colleagues as needed.

Skills

Interpersonal skills

Sales experience

Cash handling

Microsoft Office

Customer service

Relationship building

Education

High School Diploma or equivalent

College/Trade/Tech Diploma (asset)

Tools

Microsoft Office

Job description

Job Description

We are currently seeking a Member Advisor to join our team at Envision in Abbotsford. 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.

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.