Member Services Advisor
9 hours ago
We are seeking a highly skilled and motivated Member Services Advisor to join our team at Envision Financial. As a Member Services Advisor, you will be responsible for providing exceptional customer service to our members, answering their financial questions, and helping them achieve their financial goals.
Key Responsibilities- Provide front-line member service, responding to member inquiries and resolving issues in a timely and professional manner.
- Build strong relationships with members, understanding their financial needs and providing personalized solutions.
- Process a full range of member transactions, including account openings, deposits, and withdrawals.
- Meet or exceed sales and referral targets, promoting Envision Financial products and services to members.
- Support the achievement of annual branch goals and objectives, participating in branch campaigns and promoting cross-sell and referral opportunities.
- High School Diploma required.
- Completion of Envision Financial Sales Essentials Course within 6 months of hire required.
- 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.
Envision Financial offers a competitive salary, comprehensive benefits package, and opportunities for professional growth and development. If you are a motivated and customer-focused individual who is passionate about delivering exceptional service, we encourage you to apply for this exciting opportunity.
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