Member Solutions Advisor - Langley, Canada - First West Credit Union

First West Credit Union

Verified Company

Langley, Canada

3 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

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

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

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/servicefocused 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
Selfstarter 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 e.g. Microsoft Office
Displays an understanding of risk and risk ownership by being able to demonstrate adherence to policies and procedures.

Salary Range:
$43,840 - $56,200