Member Experience Advisor (Senior Member Service Representative)

First Credit Union; Bowser; On-site; CAD 45,000 - 55,000; Full time

Job summary

A leading financial institution is seeking a Senior Member Service Representative for its Bowser Branch. The role involves building member relationships, promoting financial products, and providing exceptional service. Ideal candidates will have a secondary school diploma, relevant experience, and a passion for community impact. Join us in making a difference as you enhance member financial well-being.

Benefits

Opportunities for career development

Employee wellness programs

Competitive compensation and benefits

Qualifications

• 3 years experience in the financial, sales or service industry.
• Superior knowledge of financial products and services.
• Education or equivalent experience with personal financial planning and mortgage lending.

Responsibilities

• Promote and provide advice on deposit products and services.
• Analyze member needs and build relationships through member onboarding.
• Complete loan applications and process documentation.

Skills

Communication

Interpersonal skills

Problem-solving

Organizational skills

Education

Secondary school diploma

Tools

MS Office

Job description

Location: Bowser

Senior Member Service Representative

Join a team where passion meets purpose! At First Credit Union, we take pride in being one of B.C.’s Top Employers—a reflection of our team members who value meaningful work, opportunities for growth, and making a difference. Driven by values, we use business as a force for good, placing people and the planet at the center of everything we do. With branches in eight vibrant locations along B.C.'s south coast, we are driven by our vision of building financially healthy communities and our purpose to empower through knowledge. If this vision excites you, we’d love to have you join our team!

First Credit Union is looking for an experienced financial service professional to support our Bowser Branch as a Senior Member Service Representative. This is a financial advisor position responsible for the recommendation and implementation of account, deposit, and loan products offered by First Credit Union. Through building relationships and analyzing member needs, a Senior Member Service Representative identifies and recommends the appropriate products or services with the goal of improving our members’ overall financial well-being.

This is a full-time position supporting our Bowser Branch, requiring Tuesday through Saturday availability.

Major Responsibilities:

Provide service excellence and foster member relationships by:

• Maintaining a high level of knowledge of First Credit Union products and services, including continuous development to be aware of changes in the industry.
• Exhibiting a high commitment to member-client relationships by promoting the concept of relationship building, cross-selling all credit union products and services, and referring members to other departments when appropriate.
• Analyzing member needs and building relationships through member onboarding.
• Responding to member requests and inquiries and dealing with member issues with minimal assistance.
• Contributing to a high level of service by presenting a positive, pleasant, public image, and providing fast, efficient, personalized service.
• Acting as a resource and example to other employees in regard to knowledge, experience, and superior member service.
• Contributing to a positive team environment by working efficiently, professionally and in a friendly manner.

Perform a variety of duties relating to the promotion, sale and administration of accounts, deposits, and loan products and services offered by First Credit Union. This includes but is not limited to:

• Promoting and providing advice on deposit products and services, including registered and non-registered accounts, with the ability to discuss investment options such as term deposits.
• Promoting and processing card products, including credit and debit cards as well as all electronic services.
• Providing guidance and administration on account options and membership, including estate administration.
• Completing loan applications, including interviews, and collection of documentation.
• Use the Financial Blueprint to support the overall financial well-being of our members.
• Actively pursue opportunities to improve growth and the development of loan portfolios and pursue new business by establishing and maintaining relationships in the community.
• Administrative duties as needed for loan documentation, reviews and renewals.
• Documenting and processing as required.

Required Experience, Knowledge, Skill, and Ability:

• Secondary school diploma.
• Three years of experience in the financial, sales or service industry.
• Education or equivalent experience with Products & Services, Fundamentals of Personal Financial Planning, Consumer & Residential Mortgage Lending, and Business Financial Statement Analysis.
• Superior knowledge of financial products and services.
• Demonstrated accountability for both personal and branch-assigned growth goals, targets and major initiatives.
• Strong computer skills and proficiency in MS Office.
• Ability to communicate effectively, both orally and in writing.
• Ability to multi-task and problem-solve, with strong organizational skills and emphasis on time management.
• Strong interpersonal skills with a service-oriented focus.
• Ability to work in a fast-paced environment, perform under pressure, and demonstrate great initiative, resourcefulness and flexibility.

Why work for us?

• Take advantage of opportunities for career development including continuous training, education support and career planning.
• Embrace our commitment to employee wellness including a commitment to mental health and a comprehensive employee and family assistance program.
• Enjoy a competitive compensation package including a generous benefits program.
• Be part of a company that is dedicated to making meaningful community impact.

Who should apply?

To support employment equity and diversity in the workplace, we welcome applications from all groups, including visible minorities, Indigenous Peoples, persons with disabilities, persons of diverse sexual orientation, gender identity or expression (LGBTQ2S+), and others who may contribute to diversity at First Credit Union. We also recognize unique styles, perspectives, and beliefs that support a diverse, respectful, and inclusive work environment.