Mobile Member Advisor

First West Credit Union; Surrey; On-site; CAD 42,000 - 54,000; Full time

Job summary

First West Credit Union is seeking a motivated Member Advisor - Mobile to support branch operations across Surrey and Tsawwassen. You will handle member transactions, promote products, and refer to advisors as needed. Travel to multiple branches within the region is required.

The role emphasizes delivering exceptional member experiences, meeting sales targets, and maintaining branch operations. Strong communication, cash handling, and risk-awareness are essential.

Qualifications

• High School Diploma required.
• Completion of Tru Cooperative Sales Essentials Course within 6 months of hire.
• Internal Tru Cooperative certification program within required timeframe.
• College/Trade/Tech Diploma (2 years) preferred.
• 2 years of retail/customer service experience or equivalent required.
• Sales and cash handling experience preferred.
• Ability to identify needs and recommend products/services to members.
• Strong interpersonal skills and ability to build relationships with members.
• Positive, flexible to change in a busy environment.
• Proficient in computer software programs (e.g., Microsoft Office).
• Understanding of risk and adherence to policies.

Responsibilities

• Provide exceptional service by assisting members with transactions and financial needs.
• Promote Tru Cooperative Bank products and services; cross-sell or refer to advisors.
• Support branch goals and participate in campaigns; meet sales/referral targets.
• Handle branch admin tasks including balancing treasury and ATM maintenance.
• Provide additional duties as required by region/branch; administrative support and outreach.

Skills

Interpersonal skills

Sales experience

Cash handling

Identify customer needs & cross-sell

Adaptability

Microsoft Office proficiency

Risk awareness

Customer service

Education

High School Diploma

College/Trade/Tech Diploma (2 years) preferred

Tools

Microsoft Office

Job description

We are currently seeking a Member Advisor - Mobile to join our team to support our branch operations in Surrey and Tsawwassen.

The Member Advisor – Mobile is responsible for providing exceptional customer service to current and potential members by completing member transactions, providing members with solutions to their financial needs, and/or referring members to an appropriate advisor. As this is a mobile role travel will be required to multiple branches within the region depending on coverage needs.

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

1. Member Service: Provides exceptional customer service by providing advice and support to members; processes cash related transactions including, but not limited to: opening member accounts, deposits, withdrawals, utility payments, etc. May assist members in completing forms, term deposits and applications for credit/debit cards.
2. Branch Goals: Supports the achievement of annual branch goals and objectives through proactive promotion of Tru Cooperative Bank products and services, participating in branch campaigns, and actively seeking referral opportunities during interactions with members or potential members. Identifies member life stage and seeks opportunities to cross-sell or refer to an appropriate branch advisor. Achieves established individual sales and referral targets.
3. Branch Support: Performs administrative duties which may include, but not limited to: balancing the treasury, daily ATM maintenance and troubleshooting, preparing and distributing cash orders.
4. Additional Duties: Depending on the region and/or branch, the Member Advisor may be required to provide administrative support to branch advisors, make outgoing calls to members, complete compliance and/or audit activities, complete end to end processes related to ATM and night deposits, etc.
5. Other duties: As required by branch leadership. Utilizes the Day in the Life as a guideline to prioritize and manage schedules - to align efforts in reaching goals while offering a remarkable, consistent member experience across Tru Cooperative.

Branch/Regional Differentiation: Based on branch needs and staffing model, the following may apply to the Member Advisor - Mobile role:

• Provide initial member contact and connect members with the appropriate advisor. Schedule member appointments for advisors, and any other duties required.

Required Skills, Experience & Qualifications

• High School Diploma required
• Completion of Tru Cooperative Sales Essentials Course, within 6 months of hire required
• Must complete the internal Tru Cooperative certification program specific to this role within the required timeframe
• College, Trade or Tech School Diploma (2 years) preferred
• 2 years of retail/customer service experience or equivalent required
• Sales and cash handling experience preferred
• Demonstrated ability to identify needs and recommend products and services to members.
• Strong interpersonal skills and ability to build relationships with current and potential members.
• Demonstrated ability to be positive, flexible to change and work in a busy environment.
• Proficient in computer software programs e.g. Microsoft Office
• Displays an understanding of risk and risk ownership by being able to demonstrate adherence to policies and procedures.