Member Advisor Job in Chilliwack for First West Credit Union |

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Member Advisor

March 11 2021
Industries Bank, Insurance, Financial services
Categories Administrative, Clerical, Bank, Insurance, Financial services, Customer service, Customer Service, Call Centres, Sales, Business Development, Sales, Business development
Chilliwack, BC

We are seeking a Mobile Member Advisor to join our team! This position will be based out of our Chilliwack branch and supporting other nearby branch locations.

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.

This position is a mobile role where coverage will be required for multiple branches within the region.

Here’s what would be included as a part of your typical day:

1. 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.

2. 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.

3. 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.

4. 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.

5. Other duties as required by branch leadership

Branch/Regional Differentiation:

Based on branch needs and staffing model, the following may apply to the MA role:

  • Provide initial member contact and connect members with the appropriate advisor. Schedule member appointments for advisors, and any other duties required.

Required Skills, Experience & Qualifications:

  • High School diploma
  • Completion of FW Sales Essentials Course, within 6 months of hire
  • 1 year retail/customer service experience
  • Cash handling experience
  • Proficient in computer software programs e.g. Microsoft Office

Why work for us?

We offer a total rewards package that recognizes the meaningful work you do to support our members and our communities, which includes:

  • A competitive base salary plus performance-based incentive compensation
  • Annual merit pay increases
  • Flexible benefits as well as support for retirement benefits
  • Vacation time, a flexible “Day4U” and the option to purchase up to five additional vacation days
  • Other financial perks such as our Employee Banking Advantages which includes waived or reduced financial service fees, reduced rates on personal loans, mortgages and no-interest loans on lifestyle-related items that promote health, wellness, learning and business aptitude

In addition you can enjoy socially conscious perks, like three paid days off every year, to volunteer for causes you care about.

What’s your place in the First West story? Apply now and let’s find out together!

First West regrets that only candidates selected for an interview will be contacted.

Diversity & Inclusion:

First West Credit Union is committed to diversity and inclusion. Our goal is to create an inclusive, accessible environment for our candidates and employees that reflects the communities in which operate. If you require an accommodation for the recruitment or interview process (including alternate formats of materials, accessible meeting rooms or other types of accommodation), please let us know and we will work with you to meet your needs.