Member Advisor
4 days ago
We are currently seeking a full time Member Advisor to join our team at our Sardis branch in Chilliwack, 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
Chilliwack, Canada Envision Financial, a division of First West Credit Union Full timeWe are currently seeking a Member Advisor to join our 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 of digital channels set up to...
-
Member Advisor
4 months ago
Chilliwack, Canada Envision Financial, a division of First West Credit Union Full timeWe are currently seeking a Member Advisor to join our 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 of digital channels set up to...
-
Member Advisor
7 months ago
Chilliwack, Canada Envision Financial, a division of First West Credit Union Full timeWe are currently seeking a Member Advisor to join our team. This position is Tuesday - Saturday. 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...
-
Member Advisor
6 months ago
Chilliwack, Canada Envision Financial, a division of First West Credit Union Full timeWe are currently seeking a Member Advisor to join our 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 of digital channels set up to...
-
Member Advisor
2 months ago
Chilliwack, Canada Envision Financial, a division of First West Credit Union Full timeWe are currently seeking a Member Advisor to join our 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 of digital channels set up to...
-
Financial Advisor
2 months ago
Chilliwack, Canada Envision Financial, a division of First West Credit Union Full timeWe are currently seeking a Financial Advisor to join our team. The Financial Advisor provides exceptional customer service to current and potential members by offering a full range of deposit/investments and complex lending services. The Financial Advisor identifies member life stage cycle and provides solutions to financial needs, and/or refers member to...
-
Financial Advisor
7 months ago
Chilliwack, Canada Envision Financial, a division of First West Credit Union Full time**Position Description** The Financial Advisor provides exceptional customer service to current and potential members by offering a full range of deposit/investments and complex lending services. The Financial Advisor identifies member life stage cycle and provides solutions to financial needs, and/or refers member to an appropriate advisor. This position...
-
Financial Advisor Intern
3 weeks ago
Chilliwack, Canada First West Credit Union Full timeWe are currently seeking a Senior Financial Advisor to join our team.The Senior Financial Advisor provides exceptional customer service to a portfolio of members by offering a full range of investment, deposit and complex lending services. The Senior Financial Advisor identifies member life stage cycle and provides solutions to financial needs, and/or refers...
-
Service Advisor
7 months ago
Chilliwack, Canada BCAA Full timeWhy BCAA? Feel proud of what you do and help shape the future of BC at a BC Top Employer. We’re driven by purpose - delivering peace of mind to one in three BC households with insurance, roadside assistance, auto repair, Evo Car Share and Evolve E-Bike Share. With a long history of keeping roads safe and giving back in ways that build stronger...
-
Service Advisor
6 months ago
Chilliwack, Canada BCAA Full timeWhy BCAA? Feel proud of what you do and help shape the future of BC at a BC Top Employer. We’re driven by purpose - delivering peace of mind to one in three BC households with insurance, roadside assistance, auto repair, Evo Car Share and Evolve E-Bike Share. With a long history of keeping roads safe and giving back in ways that build stronger...
-
Service Advisor
3 months ago
Chilliwack, Canada AutoCanada Inc. Full time**AutoCanada**, the largest publicly-traded automotive group in Canada, is **NOW HIRING** an experienced **Automotive Service Advisor **to work at **Chilliwack Volkswagen** location! This is your opportunity to get your foot in the door with an automotive group that believes in growing our talent, connecting with the communities that we serve, and building a...
-
Service Advisor
6 months ago
Chilliwack, Canada AutoCanada Inc. Full time**AutoCanada**, the largest publicly-traded automotive group in Canada, is **NOW HIRING** an experienced **Automotive Service Advisor** to work at **Volkswagen Chilliwack** that is under** **NEW MANAGEMENT** **in BC! This is your opportunity to get your foot in the door with an automotive group that believes in growing our talent, connecting with the...
-
Nutrition / Supplement Advisor
6 months ago
Chilliwack, Canada Herc's Nutrition Full timeJob Title: Nutrition / Supplement Advisor Job Overview: We are seeking a dynamic and knowledgeable Nutrition / Supplement Advisor to join our team. As a Nutrition / Supplement Advisor, you will play a crucial role in providing expert advice and guidance to customers on nutrition and supplement products. Your passion for health and wellness combined with...
-
Insurance Advisor
3 days ago
Chilliwack, 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 Garrison Village office in Chilliwack, BC. Do you love to talk about insurance and provide exceptional client service? If so, you will love working for Westland! We are...
-
Financial Services Advisor
6 months ago
Chilliwack, Canada Bannister Automotive Group Full timeAre you looking for a rewarding role with an organization that embraces a supportive and inclusive work culture? Look no further! We are searching for an exceptional Finance Advisor to become part of our dynamic, high-performing team. **Why Bannister Kia Chilliwack? **We are a WINNING team in a BRAND-NEW state-of-the-art building. We SET YOU UP FOR SUCCESS...
-
Health and Safety Advisor
2 months ago
Chilliwack, Canada Kan-Arm Contracting Ltd. Full timeKan-Arm Contracting Ltd. is a rapidly growing local contractor specializing in drilling, blasting and slope stabilization. Our head office is in Chilliwack, with current and future projects ongoing throughout British Columbia. We are looking for a Health & Safety Advisor. Daily Tasks: Develops, maintains, and assists with creation and documentation of the...
-
Insurance Advisor
3 months ago
Chilliwack, Canada Westland Insurance Ltd. Full timeWe’re searching for an Insurance Advisor - Dealership. Are you searching for new possibilities? Westland Insurance Group Ltd is growing and has a new opportunity for an Insurance Advisor - Dealership in Chilliwack, BC based out of our Cheam Ave location. Do you love to talk about insurance and provide exceptional client service? If so, you will love...
-
Parts Advisor
22 hours ago
Chilliwack, Canada Bannister Automotive Group Full time**Bannister GM Chilliwack **(formerly Mertin GM) is looking for an experienced **Parts Advisor** who enjoys working in a fast-paced environment to join our talented GM** Parts** department located in Chilliwack, BC. Previous experience at a GM dealership is an asset. **Bannister GM Chilliwack** is a division of **Bannister Automotive Group**, a family-owned...
-
Temporary Beauty Advisor
4 months ago
Chilliwack, Canada Sephora Full time**Job ID**: 254210 **Location**: BC-Cottonwood Centre (1652) **Address**: #28A - 45585 Luckakuck Way, Chilliwack, BC V2R 1A1, 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 in 1970s Paris. Sephora was acquired by luxury...
-
Nespresso Coffee Advisor
4 days ago
Chilliwack, Canada PRE-CA Full time**Elevate and engage to maximize sales potential!** Premium is looking for a Part-Time Nespresso Coffee Advisor to join one of our up-and-coming sales teams! **What will you do**: - Excite and engage customers to help spark sales! - Identify sales opportunities and communicate them to management. - Build and maintain effective working relationships with...