Member Advisor (M) (ENV East)
Top Benefits
About the role
We are currently seeking a Member Advisor - Mobile to join our team.
The Member Advisor – Mobile is responsible for providing exceptional customer service to current and potential members by completing member transactions, providing members with solutions to their financial needs, and/or referring members to an appropriate advisor. As this is a mobile role travel will be required to multiple branches within the region depending on coverage needs.
Here’s what would be included as a part of your typical day
-
Member Service: Provides exceptional customer service by providing advice and support to members; processes cash related transactions including, but not limited to: opening member accounts, deposits, withdrawals, utility payments, etc. May assist members in completing forms, term deposits and applications for credit/debit cards.
-
Branch Goals: Supports the achievement of annual branch goals and objectives through proactive promotion of FW products and services, participating in branch campaigns, and actively seeking referral opportunities during interactions with members or potential members. Identifies member life stage and seeks opportunities to cross-sell or refer to an appropriate branch advisor. Achieves established individual sales and referral targets.
-
Branch Support: Performs administrative duties which may include, but not limited to: balancing the treasury, daily ATM maintenance and troubleshooting, preparing and distributing cash orders.
-
Additional Duties: Depending on the region and/or branch, the Member Advisor may be required to provide administrative support to branch advisors, make outgoing calls to members, complete compliance and/or audit activities, complete end to end processes related to ATM and night deposits, etc.
-
Other duties: 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 First West. Other duties as required by branch leadership.
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.
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 First West Credit Union, 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 First West Credit Union.
Please know we appreciate your interest in us but only candidates selected for an interview will be contacted.
About Envision Financial, a division of First West Credit Union
Envision Financial, a division of member-owned co-operative First West Credit Union, provides banking, borrowing and investment services for residents and businesses across B.C.’s Lower Mainland, Fraser Valley and North Coast communities.
As a division of First West Credit Union, B.C.'s third-largest credit union with nearly $18.6 billion in total assets and assets under administration, more than 253,000 members and 45 branches throughout the province, Envision Financial brings innovative products, an extensive branch network and local decision making to the banking experience.
Member Advisor (M) (ENV East)
Top Benefits
About the role
We are currently seeking a Member Advisor - Mobile to join our team.
The Member Advisor – Mobile is responsible for providing exceptional customer service to current and potential members by completing member transactions, providing members with solutions to their financial needs, and/or referring members to an appropriate advisor. As this is a mobile role travel will be required to multiple branches within the region depending on coverage needs.
Here’s what would be included as a part of your typical day
-
Member Service: Provides exceptional customer service by providing advice and support to members; processes cash related transactions including, but not limited to: opening member accounts, deposits, withdrawals, utility payments, etc. May assist members in completing forms, term deposits and applications for credit/debit cards.
-
Branch Goals: Supports the achievement of annual branch goals and objectives through proactive promotion of FW products and services, participating in branch campaigns, and actively seeking referral opportunities during interactions with members or potential members. Identifies member life stage and seeks opportunities to cross-sell or refer to an appropriate branch advisor. Achieves established individual sales and referral targets.
-
Branch Support: Performs administrative duties which may include, but not limited to: balancing the treasury, daily ATM maintenance and troubleshooting, preparing and distributing cash orders.
-
Additional Duties: Depending on the region and/or branch, the Member Advisor may be required to provide administrative support to branch advisors, make outgoing calls to members, complete compliance and/or audit activities, complete end to end processes related to ATM and night deposits, etc.
-
Other duties: 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 First West. Other duties as required by branch leadership.
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.
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 First West Credit Union, 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 First West Credit Union.
Please know we appreciate your interest in us but only candidates selected for an interview will be contacted.
About Envision Financial, a division of First West Credit Union
Envision Financial, a division of member-owned co-operative First West Credit Union, provides banking, borrowing and investment services for residents and businesses across B.C.’s Lower Mainland, Fraser Valley and North Coast communities.
As a division of First West Credit Union, B.C.'s third-largest credit union with nearly $18.6 billion in total assets and assets under administration, more than 253,000 members and 45 branches throughout the province, Envision Financial brings innovative products, an extensive branch network and local decision making to the banking experience.