Member Advisor

at  Envision Financial a Division of First West Credit Union

We are currently seeking a Member Advisor to join our team.
The Member Advisor is responsible for providing front line member service to triage and manage member needs by asking members thoughtful financial questions and create positive experiences to retain and deepen financial relationships. Advance member knowledge and use of digital channels set up to serve and answer customer questions and addressing their concerns; raising matters as appropriate to team members or partners while maintaining confidentiality and accuracy. The Member Advisor identifies member life stage cycle and provides solutions to financial needs, and/or refers member to an appropriate advisor.

REQUIRED SKILLS, EXPERIENCE & QUALIFICATIONS

• High School Diploma required
• Completion of FW Sales Essentials Course, within 6 months of hire required
• Must complete the internal First West 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.
  Salary Range: $43,000 - $48,700
  Please note, the salary range mentioned in this job posting should serve as a guide. The final compensation offered may vary based on a variety of factors including bonuses and/or incentives, or a candidate’s skills and experience. First West is committed to providing a fair, equitable, and competitive rewards package that reflects the value an individual brings to our organization

Please refer the Job description for details