Member Services Advisor UN

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

We are currently seeking a Member Services Advisor UN 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

1. 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 openingand estatesprocess and builds relationships through consistent engagement.
2. Member Transactions:Processes abroad range of financial transactions including account openings,Collabriacard 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 productsandMastercards.
3. Branch Support:Willinglyassistsand support others in the branch and fullyparticipatesas a team member. Performs tasks related to balancing treasury, ATM maintenance and troubleshooting,preparingand distributing cash orders, and cheque scanning. Carries outadditionalduties asrequiredto ensure smooth daily operations.
4. Other Responsibilities:Coordinates member communications via email and phone, ensuringtimelyand professional responses. Completes updates to account signers and prepares related documentation in line with established procedures. Maintains organized andaccuraterecords 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.
5. Branch Goals:Supports achievement of annual branch goals through proactive referrals, participation in campaigns, and outreach efforts. Meets individualsales and referral targets and follows up with new members to deepen engagement and drive retention.

Required Skills, Experience & Qualifications

• High School Diplomarequired
• Completion of Tru Cooperative Bank Sales Essentials Course within 6 months of hirerequired
• 1 year of retail or customer service experience or equivalent required
• Cash handlingexperiencepreferred
• Background and Criminal record check
• Good credit score andmaintaininga 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 todemonstrateadherence to policies and procedures.
• Completion of all mandatory Compliance training.