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Financial Services Representative

2 months ago

Kelowna, British Columbia, Canada Envision Financial Full time
{"title": "Member Advisor", "description": "Key Responsibilities

As a Member Advisor, you will be responsible for providing exceptional customer service to our members, identifying their financial needs, and providing solutions to meet those needs. You will also be responsible for processing member transactions, including account openings, debit/credit card applications, and deposits.

Key Skills and 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, including Microsoft Office
  • Displays an understanding of risk and risk ownership by being able to demonstrate adherence to policies and procedures
What We Offer

We offer a competitive salary range of $24.97, as well as a comprehensive benefits package and opportunities for professional growth and development.

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