Member Services Advisor (Mill Bay Branch)

Island Savings; Mill Bay; On-site; CAD 42,000 - 52,000; Full time

Benefits offered by this job

Mental health coverage

Customizable health benefits

RRSP matching

Vacation time & flexible work

Volunteer time off

Job summary

Island Savings is seeking a Member Services Advisor to deliver exceptional service to members, process financial transactions, and guide individuals through account openings. The role emphasizes building relationships, offering product recommendations, and supporting branch operations to meet team goals.

The position involves frontline service, administrative tasks, and collaboration with campaign initiatives, with a focus on accuracy, compliance, and high-quality member experience.

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.
• 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.

Responsibilities

• Deliver exceptional service to current and prospective members by responding to inquiries and providing product information.
• Process a broad range of financial transactions including account openings and card applications.
• Support branch operations and campaigns; assist in maintaining branch systems and records.
• Coordinate member communications via email/phone and maintain compliant documentation.
• Assist in achieving branch and individual goals through referrals and outreach.

Skills

Customer service

Interpersonal skills

Problem solving

Time management

Attention to detail

Microsoft Office

Team player

Adaptability

Education

High School Diploma

Sales Essentials Course

Tools

Microsoft Office

Job description

Job Description

We are currently seeking a Member Services Advisor (Union) to join our team. The Member Services Advisor provides support to current and prospective members by processing financial transactions, guiding individuals through the account opening process, and responding to inquiries across multiple channels. This role plays a key part in fostering strong member relationships through clear communication and relevant product recommendations. In addition to frontline service, the advisor contributes to administrative functions, supports branch operations and campaigns, and works toward achieving individual and team goals.

We are currently seeking a Member Services Advisor (Union) to join our team. The Member Services Advisor provides support to current and prospective members by processing financial transactions, guiding individuals through the account opening process, and responding to inquiries across multiple channels. This role plays a key part in fostering strong member relationships through clear communication and relevant product recommendations. In addition to frontline service, the advisor contributes to administrative functions, supports branch operations and campaigns, and works toward achieving individual and team goals.

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

• Member Service: Delivers exceptional service to current and prospective members by responding to inquiries, providing product information, and offering technology demonstrations. Supports new members through the account opening and estates process and builds relationships through consistent engagement.
• Member Transactions: Processes a broad range of financial transactions including account openings, Collabria card applications, deposits, withdrawals, ordering foreign currency, and other routine banking activities. Completes member applications for a variety of products including but not limited to registered and non-registered products and Mastercards.
• Branch Support: Willingly assists and support others in the branch and fully participates as a team member. Performs tasks related to balancing treasury, ATM maintenance and troubleshooting, preparing and distributing cash orders, and cheque scanning. Carries out additional duties as required to ensure smooth daily operations.
• Other Responsibilities: Coordinates member communications via email and phone, ensuring timely and professional responses. Completes updates to account signers and prepares related documentation in line with established procedures. Maintains organized and accurate records to support compliance. Utilizes the Day in the Life as a guideline to prioritize and manage schedules. Supports in providing peer training and coaching for new branch staff.
• Branch Goals: Supports achievement of annual branch goals through proactive referrals, participation in campaigns, and outreach efforts. Meets individual sales and referral targets and follows up with new members to deepen engagement and drive retention.

Required Skills, Experience & Qualifications

• High School Diploma required
• Completion of Tru Cooperative Bank Sales Essentials Course within 6 months of hire required
• 1 year of retail or customer service experience or equivalent required
• Cash handling experience preferredBackground 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.

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.

Diversity, Equity, Inclusion & Belonging

At Tru Cooperative Bank, 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 Tru Cooperative Bank.

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