Member Solutions Advisor

Join to apply for the Member Solutions Advisor role at First West Credit Union. Job Description We are currently seeking a 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 advisor identifies member life‑stage cycles, provides solutions to financial needs, and may refer the member to an appropriate advisor. The role also serves as the front line for inbound calls and emails. Typical day includes Member Service: Builds strong relationships with current and potential members; identifies member life‑stage cycles and provides financial advice or referrals; works in partnership with the branch network to support inbound calls. Member Transactions: Processes a full range of member transactions including 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 through proactive promotion of FW products, participation in campaigns, and actively seeking cross‑sell and referral opportunities; achieves established annual sales and referral targets. Support: Performs a variety of administrative duties including administration of estates, completion of loan applications, credit investigations, loan interviews, and follow‑up phone calls to members as required. Technical Support: Acts as multidisciplinary support for technical support calls and emails as required. Required Skills, Experience & Qualifications College trade or technical 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. Financial services, call centre, or customer support experience preferred. Demonstrated ability to identify needs and recommend products and services. 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, e.g., Microsoft Office. Shows understanding of risk and ownership by adhering to policies and procedures. About Us First West Credit Union is a financial cooperative that does things differently. We provide time-tested advice that helps members feel optimistic about their future, and we offer comprehensive banking solutions that enable people to confidently reach their goals. Benefits Mental health coverage and resources. Customizable health benefits and topped‑up parental leave. Performance‑based compensation, employee banking advantages and group RRSP matching. Vacation time and flexible work arrangements. Diversity, Equity, Inclusion & Belonging We embrace diversity regardless of gender identity or expression, sexual orientation, religion, race, ethnicity, age, disability, or any aspect that makes someone unique. Inclusion is woven into our organization, from employee‑led network groups to hiring practices and educational programs. We encourage people from equity‑deserving groups to apply. Career Development Further training and development is available via award‑winning in‑house programs, LinkedIn Learning, and external course reimbursement. Note: Candidates will be required to complete a background check, including employment verification, credit check and criminal record check. Seniority level Entry level Employment type Full‑time Job function Consulting, Information Technology, Sales #J-18808-Ljbffr