Member Advisor
7 days ago
We are currently seeking a full-time Member Advisor to join our team at our Willoughby branch in Langley, BC.
The Member Advisor is responsible for providing front line member service to triage and manage member needs by asking members thoughtful financial questions and create positive experiences to retain and deepen financial relationships. Advance member knowledge and use of digital channels set up to serve and answer customer questions and addressing their concerns; raising matters as appropriate to team members or partners while maintaining confidentiality and accuracy. The Member Advisor identifies member life stage cycle and provides solutions to financial needs, and/or refers member to an appropriate advisor.
**Here’s what would be included as a part of your typical day**
- **Member Service**:Triages member questions and needs through to digital channels and MAC where appropriate. Builds strong relationships with current and potential members; identifies member life stage cycle and provides financial advice to members or refers to appropriate advisor.
- **Member Transactions**:Processes a full range of member transactions including, but not limited to: opening personal or business accounts, debit/credit cards, and deposits. Directs members to appropriate digital channels and increase digital banking adoption as per branch goal. Achieves established individual sales and referral targets.
- **Branch Goals**:Supports achievement of annual branch goals and objectives through proactive promotion of FW products and services, participates in branch campaigns, and actively seeks potential cross-sell and/or referral opportunities during interaction with members or potential members.
- **Other Responsibilities**:Stays knowledgeable about emerging issues, evolving regulations and industry codes of conduct as well as participates in process improvement opportunities to protect the interests of the organization. Strives to achieve and improve service level agreements and productivity targets.
- **Branch/Team Support**:Participates fully as a team member, helps build a positive and diverse work environment, willingly assist and mentor others in the completion of work activities, and addresses communication issues efficiently. Performs other duties as required by the 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.
**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.
**Diversity & Inclusion**:
-
Member Advisor
7 months ago
Langley, Canada Envision Financial, a division of First West Credit Union Full timeWe are currently seeking a Member Advisor to join our Willoughby Envision Financial team. The Member Advisor is responsible for providing front line member service to triage and manage member needs by asking members thoughtful financial questions and create positive experiences to retain and deepen financial relationships. Advance member knowledge and use...
-
Member Solutions Advisor
7 months ago
Langley, Canada First West Credit Union Full timeWe 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...
-
Member Solutions Advisor
8 months ago
Langley, Canada First West Credit Union Full timeWe are currently seeking a full time 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...
-
Insurance Advisor
5 days ago
Langley, Canada BCAA Full timeWork at an award-winning top employer! If you are looking for an empowering and progressive place to shape your future, then you’ve landed in the right place at BCAA. With our corporate Head Office in Burnaby and locations around BC, we offer a wide variety of opportunities all across the province. Share our purpose to empower British Columbians to move...
-
Insurance Advisor
3 days ago
Langley, Canada BCAA Full timeWork at an award-winning top employer! If you are looking for an empowering and progressive place to shape your future, then you’ve landed in the right place at BCAA. With our corporate Head Office in Burnaby and locations around BC, we offer a wide variety of opportunities all across the province. Share our purpose to empower British Columbians to move...
-
Service Advisor
5 days ago
Langley, Canada BCAA Full timeWork at an award-winning top employer! If you are looking for an empowering and progressive place to shape your future, then you’ve landed in the right place at BCAA. With our corporate Head Office in Burnaby and locations around BC, we offer a wide variety of opportunities all across the province. Share our purpose to empower British Columbians to move...
-
Member Service Representative
2 weeks ago
Langley, Canada BCAA Full timeWork at an award-winning top employer! If you are looking for an empowering and progressive place to shape your future, then you’ve landed in the right place at BCAA. With our corporate Head Office in Burnaby and locations around BC, we offer a wide variety of opportunities all across the province. Share our purpose to empower British Columbians to move...
-
Automotive Service Advisor
1 day ago
Langley, Canada Applewood Auto Group Full timeWant to see for yourself how "It's All Good At Applewood"? We are currently recruiting for a full-time Automotive Service Advisor to join our team at our **KIA Langley Location** Our Service Advisors are responsible for the customer experience resulting in service sales volume as well as customer retention. To achieve this, they must have a strong...
-
Beauty Advisor
3 weeks ago
Langley, Canada Sephora Full time**Job ID**: 222995 **Location**: BC-Willowbrook Shopping Centre (1506) **Address**: 9705 Fraser Hwy, Langley, BC V3A 7E9, Canada (CA) **Hourly/Salaried**: Hourly (Non-Exempt) **Full Time/Part Time**: Part Time **Position Type**: Regular **Who we are behind the stripes**: Sephora has been changing the face of prestige cosmetics since its debut in 1970s...
-
Insurance Advisor
2 weeks ago
Langley, Canada Westland Insurance Ltd. Full timeWe’re searching for an Insurance Advisor. Are you searching for new possibilities? Westland Insurance Group Ltd is growing and has a new opportunity for an Insurance Advisor in Langley, BC at our Willoughby office. Do you love to talk about insurance and provide exceptional client service? If so, you will love working for Westland! We are looking...
-
Insurance Advisor
2 weeks ago
Langley, Canada Westland Insurance Ltd. Full timeWe’re searching for an Insurance Advisor. Are you searching for new possibilities? Westland Insurance Group Ltd is growing and has a new opportunity for an Insurance Advisor in our Murrayville Square office in Langley, BC. Do you love to talk about insurance and provide exceptional client service? If so, you will love working for Westland! We are...
-
Insurance Advisor
2 weeks ago
Langley, Canada Westland Insurance Ltd. Full timeWe’re searching for an Insurance Advisor. Are you searching for new possibilities? Westland Insurance Group Ltd is growing and has a new opportunity for a part-time Insurance Advisor in our Brookswood office in Langley, BC. Do you love to talk about insurance and provide exceptional client service? If so, you will love working for Westland! We are...
-
Beauty Advisor
7 months ago
Langley, Canada Sephora Full time**Job ID**: 242957 **Location**: BC-Willowbrook Langley (1506) **Address**: 9705 Fraser Hwy, Langley, BC V3A 7E9, Canada (CA) **Hourly/Salaried**: Hourly (Non-Exempt) **Full Time/Part Time**: Part Time **Position Type**: Regular **Who we are behind the stripes**: Sephora has been changing the face of prestige cosmetics since its debut in 1970s Paris....
-
Insurance Advisor
5 days ago
Langley, Canada Westland Insurance Ltd. Full timeWe’re searching for an Insurance Advisor. Are you searching for new possibilities? Westland Insurance Group Ltd is growing and has a new opportunity for an Insurance Advisor in our Walnut Gate office located in Langley, BC. Do you love to talk about insurance and provide exceptional client service? If so, you will love working for Westland! We are...
-
Service Advisor
2 months ago
Langley, Canada Hino Central Full timeHino Central is looking for a Service Advisor to join our team in Langley. The Service Advisor will be responsible to provide professional, safe and reliable service to our internal and external customers. Experience with Parts is considered an asset. Why work with us? You matter, we support you. We pay competitive wages based on experience as well as...
-
Insurance Advisor
7 months ago
Langley, Canada Westland Insurance Ltd. Full timeWe’re searching for an Insurance Advisor. Are you searching for new possibilities? Westland Insurance Group Ltd is growing and has a new opportunity for an Insurance Advisor in Langley, BC in our Murrayville Square office. Do you love to talk about insurance and provide exceptional client service? If so, you will love working for Westland! We are...
-
Insurance Advisor
3 days ago
Langley, Canada Westland Insurance Ltd. Full timeWe’re searching for an Insurance Advisor. Are you searching for new possibilities? Westland Insurance Group Ltd is growing and has a new opportunity for a part-time Insurance Advisor in our Brookswood office. Do you love to talk about insurance and provide exceptional client service? If so, you will love working for Westland! We are looking for a...
-
Insurance Advisor
9 hours ago
Langley, Canada Westland Insurance Ltd. Full timeWe’re searching for an Insurance Advisor. Are you searching for new possibilities? Westland Insurance Group Ltd is growing and has a new opportunity for an Insurance Advisor in our Fraser Crossing office located in Langley, BC. Do you love to talk about insurance and provide exceptional client service? If so, you will love working for Westland! We are...
-
Temporary Beauty Advisor
2 weeks ago
Langley, Canada LVMH Full time**Poste** Temporary Beauty Advisor **Profil** **Job ID**: 218636 **Location**: BC-Willowbrook Shopping Centre (1506) **Address**: 9705 Fraser Hwy, Langley, BC V3A 7E9, Canada (CA) **Full Time/Part Time**: Part Time **Position Type**: Temporary **Who we are behind the stripes**: Sephora has been changing the face of prestige cosmetics since its debut...
-
Personal Advisor
2 months ago
Langley, Canada Beem Credit Union Full time**About Beem** Beem Credit Union, founded by Gulf & Fraser and Interior Savings, is the second largest provincially regulated credit union in BC with approximately $10 billion in total assets under administration. 1,000 Beem employees work to serve over 160,000 members who live and work across the province. The credit union offers personal and commercial...