Member Solutions Advisor

Envision Financial; Penticton; On-site; CAD 45,000 - 60,000; Full time

Job summary

A leading financial institution is seeking a Member Solutions Advisor to join its team in Penticton. This role focuses on delivering outstanding service to members, assisting with financial needs, and meeting sales targets. Candidates should possess a college diploma and experience in retail banking. This position provides an opportunity to develop strong relationships while contributing to the financial well-being of the community.

Qualifications

• 2 years of retail banking experience in a service-focused position.
• Proven ability to recommend financial products and services.
• Self-starter, able to work independently.

Responsibilities

• Provides exceptional customer service and financial advice.
• Processes member transactions including account openings and loans.
• Achieves annual sales and referral targets.

Skills

Customer Service

Problem Solving

Relationship Building

Communication

Sales Skills

Education

College Trade or Tech School Diploma (2 years)

Tools

Microsoft Office

Job description

We are currently seeking a Member Solutions Advisor to join our team.

The Member Solutions Advisor is based in the member advice centre and provides exceptional customer service to current and potential members by offering a range of deposit and personal lending services. The Member Solutions Advisor identifies member life stage cycle and provides solutions to financial needs, and / or refers member to an appropriate advisor. The role also acts as the front line to inbound calls and emails.

Here’s what would be included as a part of your 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; works in partnership with the branch network in providing back up support for inbound calls.
• Member Transactions : Processes a full range of member transactions including, but not limited to : opening personal or business accounts, debit / credit cards, deposits, overdraft protection, lines of credit, personal and / or investment loans (within assigned limits), and related insurance products.
• Goals : Supports achievement of annual team and individual goals and objectives through proactive promotion of FW products and services, participation in campaigns, and actively seeking potential cross-sell and / or referral opportunities during interaction with members or potential members. Achieves established annual sales and referral targets.
• Support : Performs a variety of administrative duties which may include, but not limited to : administration of estates, completion of loan applications, conducting credit investigations, assisting with loan interviews, and follow-up phone calls to members, as required.
• Technical Support : Acts as multi-divisional support to technical support calls / emails, as required.

Required Skills, Experience & Qualifications

• College Trade or Tech School Diploma (2 years) in a related field or equivalent combination of education and experience
• Must complete the internal First West certification program specific to this role within the required timeframe
• 2 years of retail banking experience in a sales / service-focused position, or equivalent required
• Financial services, call centre, or customer support over the phone experience preferred
• Demonstrated ability to identify needs and recommend products and services to members
• Self-starter with ability to work independently and solve problems using common sense and sound judgment
• Proven ability to plan, organize and prioritize workload
• Proficient in computer software programs . Microsoft Office
• Displays an understanding of risk and risk ownership by being able to demonstrate adherence to policies and procedures.