- 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.
- 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.
- 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.
- Support: Performs a variety of administrative duties which may include, but not limited to: administration of estates, completion of loan applications, conducting credit investigations, assisting with loan interviews, and follow-up phone calls to members, as required.
- Technical Support: Acts as multi-divisional support to technical support calls/emails, as required.
- 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/service-focused 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
- Self-starter 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 . Microsoft Office
- Displays an understanding of risk and risk ownership by being able to demonstrate adherence to policies and procedures.
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Member Solutions Advisor - Penticton, Canada - Envision Financial
Description
We are currently seeking a full-time Member Solutions Advisor to join our team.
The Member Solutions Advisor is based in the member advice centre and provides exceptional customer service to current and potential members by offering a range of deposit and personal lending services. The Member Solutions Advisor identifies member life stage cycle and provides solutions to financial needs, and/or refers member to an appropriate advisor. The role also acts as the front line to inbound calls and emails.
Here's what would be included as a part of your typical day
Required Skills, Experience & Qualifications
Pay Transparency
Salary Range: $43,840 - $56,200
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.
