Member Advisor (Princeton) Full-Time

Job summary

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 fostering long-term relationships within the branch.

Job details

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 fostering long-term relationships within the branch. Candidates must have at least 2 years of retail or customer service experience and a high school diploma or equivalent. Proficiency in Microsoft Office and the ability to complete internal certification programs within the specified timeframe are required.

What you’ll do

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 fostering long-term relationships within the branch.

Requirements

Candidates must have at least 2 years of retail or customer service experience and a high school diploma or equivalent. Proficiency in Microsoft Office and the ability to complete internal certification programs within the specified timeframe are required.

Benefits

• Mental health coverage
• Customizable health benefits
• Topped-up parental leave
• Performance-based compensation
• Employee banking advantages
• Group RRSP matching
• Vacation time
• Flexible work arrangements
• Paid time off to volunteer
• In-house training programs
• LinkedIn Learning access
• External course reimbursement

Listed skills

• Customer service · Preferred
• Problem solving · Preferred
• interpersonal skills · Preferred
• Cash handling · Preferred
• Risk Management · Preferred
• Sales · Preferred
• Communication · Preferred
• Microsoft Office · Preferred
• Relationship Building · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Customer service
• Financial advice
• Sales
• Cash handling
• Digital literacy
• Relationship building
• Interpersonal skills
• Microsoft Office
• Risk management
• Problem solving
• Communication
• Mentoring

Job areas

• Finance & Accounting
• Customer Service & Support
• Sales
• Retail

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