Member Services Advisor: Build Relationships & Banking Guidance

First West Credit Union; Duncan; On-site; CAD 42,000 - 62,000; Full time

Job summary

First West Credit Union in Duncan, BC is seeking a Member Services Advisor UN to join our team. You will assist members with financial transactions, guide them through account openings, and respond to inquiries across channels.

This role plays a key part in fostering strong member relationships through clear communication and relevant product recommendations. This position emphasizes supporting branch operations, campaigns, and achieving individual and team goals while delivering excellent

Qualifications

• High School Diploma required.
• Completion of Tru Cooperative Bank Sales Essentials Course within 6 months of hire.
• 1 year of retail or customer service experience or equivalent required.
• Cash handling experience preferred.
• Background and Criminal record check.
• Good credit score and maintaining a good credit score for the duration of employment with ISCU.
• A team player and a commitment to ensuring the team succeeds.
• Strong customer service and interpersonal skills with the ability to build relationships with current and potential members.
• Demonstrated ability to be positive, flexible, and adapt to a changing work environment.
• Strong attention to detail.
• Proficient in computer software programs e.g. Microsoft Office.
• Time management skills.
• Interpersonal skills.
• Problem solving skills.
• Displays an understanding of risk and risk ownership by being able to demonstrate adherence to policies and procedures.
• Completion of all mandatory Compliance training.

Responsibilities

• Member service: respond to inquiries, provide product information, and demonstrate technology.
• Process a broad range of financial transactions including account openings and card applications.
• Support branch operations and balance treasury, ATM maintenance, and cash orders.
• Coordinate member communications via email and phone; maintain compliant records.
• Assist in achieving branch goals through referrals and outreach.

Skills

Customer service

Cash handling

Time management

Interpersonal skills

Problem solving

Attention to detail

Team player

Communication

Education

High School Diploma

Tools

Microsoft Office

Job description

First West Credit Union in Duncan, BC is seeking a Member Services Advisor UN to join our team. You will assist members with financial transactions, guide them through account openings, and respond to inquiries across channels.

This role plays a key part in fostering strong member relationships through clear communication and relevant product recommendations. This position emphasizes supporting branch operations, campaigns, and achieving individual and team goals while delivering excellent