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Financial Services Representative
2 months ago
We are seeking a skilled Member Solutions Advisor to provide exceptional customer service to current and potential members by offering a range of deposit and personal lending services.
The ideal candidate will identify member life stage cycles and provide solutions to financial needs, referring members to appropriate advisors as needed. This role will also serve as the front line for inbound calls and emails, requiring strong communication and problem-solving skills.
Key Responsibilities:- Member Service: Build strong relationships with current and potential members, identifying their financial needs and providing personalized solutions.
- Member Transactions: Process a full range of member transactions, including account openings, debit/credit cards, deposits, overdraft protection, lines of credit, personal and/or investment loans, and related insurance products.
- Goals: Support the achievement of annual team and individual goals by promoting First West products and services, participating in campaigns, and seeking cross-sell and/or referral opportunities.
- Support: Perform administrative duties, including estate administration, loan applications, credit investigations, and follow-up phone calls to members.
- Technical Support: Provide multi-divisional support for technical support calls/emails as required.
- 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.
