Financial Services Representative

4 weeks ago

Kelowna, British Columbia, Canada Envision Financial Full time
Member Advisor

We are seeking a skilled Member Advisor to provide exceptional service to our members at our Rutland Valley First branch in Kelowna, BC.

Key Responsibilities:
  • Member Service: Provide personalized support to members through digital channels and in-person interactions, identifying their financial needs and offering tailored solutions.
  • Member Transactions: Process a range of member transactions, including account openings, debit/credit card applications, and deposits, while promoting digital banking adoption.
  • Branch Goals: Contribute to achieving annual branch objectives by promoting First West products and services, participating in branch campaigns, and seeking cross-sell and referral opportunities.
  • Other Responsibilities: Stay up-to-date on industry developments, regulatory changes, and company policies, and participate in process improvement initiatives to enhance member experience and organizational efficiency.
  • Branch/Team Support: Collaborate with team members, provide guidance and support, and maintain a positive and inclusive work environment.
Requirements:
  • 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, including Microsoft Office
  • Displays an understanding of risk and risk ownership by being able to demonstrate adherence to policies and procedures

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