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Member Solutions Advisor

1 month ago

Langley, Canada First West Credit Union Full time

We are currently seeking a Member Solutions Advisor to join our team.

**Here’s what would be included as a part of your typical day**
- **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.

**Required Skills, Experience & Qualifications**
- 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 e.g. Microsoft Office
- Displays an understanding of risk and risk ownership by being able to demonstrate adherence to policies and procedures.

**Pay Transparency**

Salary Range: $43,840 - $56,200