Senior Member Service Advisor | Grow Relationships & Finances

First Credit Union; Powell River; Hybrid; CAD 52,000 - 78,000; Full time

Job summary

FCU Community Financial seeks a Senior Member Service Representative in Powell River, BC, to assist members with accounts, deposits, and loans. This permanent, full-time role emphasizes advisory services, relationship building, and tailored financial guidance to improve members' financial well-being.

The position requires three years of experience and a strong knowledge of financial products, with a focus on customer service and community engagement.

Qualifications

• Secondary school diploma.
• Three years’ experience in financial, sales or service.
• Experience with FCU products and services or related financial planning basics.

Responsibilities

• Maintain knowledge of FCU products and services and stay updated on industry changes.
• Promote relationship building, cross-sell all FCU products and refer to other departments as appropriate.
• Analyze member needs and onboarding, respond promptly to inquiries and issues.
• Provide fast, personalized service and maintain a positive image.
• Assist with loan documentation, reviews and renewals as needed.

Skills

MS Office

Communication

Customer service

Multi-tasking

Time management

Education

Secondary school diploma

Job description

FCU Community Financial seeks a Senior Member Service Representative in Powell River, BC, to assist members with accounts, deposits, and loans. This permanent, full-time role emphasizes advisory services, relationship building, and tailored financial guidance to improve members' financial well-being.

The position requires three years of experience and a strong knowledge of financial products, with a focus on customer service and community engagement.