Member Advisor (Orchard Plaza Branch) at First West

Kelowna, British Columbia, Canada -

Full Time

Start Date

Immediate

Expiry Date

13 Jul, 26

Salary

50200.0

Posted On

14 Apr, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Member service, Financial advice, Digital literacy, Online banking support, Account opening, Cash handling, Sales, Referral generation, Interpersonal skills, Relationship building, Microsoft Office, Risk management, Regulatory compliance, Process improvement, Communication, Mentoring

Industry

Financial Services

Description

We are currently seeking a Member Advisor to join our team. The Member Advisor delivers front line service by identifying and responding to member needs through thoughtful financial conversations. This role enhances digital literacy by assisting with online banking setup and addressing inquiries with accuracy and discretion. By recognizing each member’s life stage, the Member Advisor offers tailored financial solutions or refers to the appropriate advisor, fostering stronger, long-term relationships. Here’s what would be included as a part of your typical day 1. 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. Triages member questions and needs through to online banking where appropriate. 2. Member Transactions: Processes a full range of member transactions including opening personal or business accounts, debit/credit cards, and deposits. Directs members to appropriate digital channels and increase digital banking adoption as per branch goal. Achieves established individual sales and referral targets. 3. Branch Goals: Supports achievement of annual branch goals and objectives through proactive promotion of TCB products and services, participates in branch campaigns, and actively seeks potential cross-sell and/or referral opportunities during interaction with members or potential members. 4. Other Responsibilities: Remains up to date on emerging trends, regulatory changes and industry best practices as well as participates in process improvement opportunities to protect the interests of the organization. Strives to meet and exceed service level agreements and productivity targets. Performs 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 Bank. 5. Branch/Team Support: Participates fully as a team member, helps build a positive and diverse work environment, willingly assist and mentor others in the completion of work activities, and addresses communication issues efficiently. Required Skills, Experience & Qualifications * High School Diploma or equivalent education and/or experience required; College, Trade or Tech School Diploma (2 years) is an asset * Completion of TCB Sales Essentials Course, within 6 months of hire required * Must complete the internal Tru Cooperative Bank certification program specific to this role within the required timeframe * 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. What’s in it for you: First, we strive to make our team members feel genuinely rewarded. You’ll have: * Mental health coverage and resources * Customizable health benefits, as well as topped-up parental leave * Performance-based compensation, employee banking advantages and group RRSP matching * Vacation time and flexible work arrangements to support your lifestyle We are committed to providing a fair, equitable, and competitive rewards package that reflects the value an individual brings to our organization. The compensation mentioned in this job posting should serve as a guide. The total cash compensation earned may vary based on a variety of factors including bonuses and/or incentives, an individual’s skills and experience, and may correlate with performance in the role. We also provide and encourage opportunities for our employees to make a meaningful impact. After all, as a credit union we’re powered by giving back—in big ways and through small gestures. That's why we offer employees paid time off to volunteer, partner with thousands of local charities, build long-lasting relationships that help our members get ahead and commit to environmental, social and governance (ESG) practices. By joining our team, you’ll be able to elevate your potential. Wherever your own purpose leads, we’re here to support you with award-winning in-house training programs, access to LinkedIn Learning, and reimbursement for external courses to help you get ahead. Take the next step in your career as part of our team. Apply for this opportunity! Candidates, please note: if you are being considered for this role, you will be required to complete a background check, such as employment verification, credit check and criminal record check. Diversity, Equity, Inclusion & Belonging At Tru Cooperative Bank, we embrace diversity regardless of gender identity or expression, sexual orientation, religion, race, ethnicity, age, diverse ability, and any aspect that makes someone unique. Inclusion is woven through our organization, from our employee-led network groups, hiring practices and education programs that address barriers and continually grow our equitable, diverse and inclusive culture. We encourage people who are from equity-deserving groups to apply for a career with us, including women or non-binary people, persons with diverse abilities, Black, Indigenous Peoples, People of Colour and members of 2SLGBTQIA+ communities. If an accommodation would help you during the process of applying or interviewing for a career with us, please let us know how we can assist you, whether it’s preparing materials in an alternate format, booking an accessible meeting room or other arrangement. Your individuality is welcome here. About Us We’re a financial cooperative that does things differently. We provide time-tested advice that helps our members feel optimistic about their future, and we offer comprehensive banking solutions that enable people to confidently reach their goals. With the financial strength and extended branch network of a large financial institution, we maintain local connections to our communities and take a unique grassroots approach to service. Our more than 250,000 members and approximately 1,250 employees operate from 45 branches throughout the province of BC, under the Envision Financial, Valley First, Island Savings and Enderby & District Financial brands. Visit firstwestcu.ca for more information on Tru Cooperative Bank. Please know we appreciate your interest in us but only candidates selected for an interview will be contacted.

Responsibilities

The Member Advisor provides front-line service by identifying member needs, offering tailored financial solutions, and assisting with digital banking adoption. They are responsible for processing transactions, achieving sales targets, and supporting branch goals while maintaining high service standards.