Member Services Advisor

9 hours ago


Duncan, Canada Envision Financial Full time
Job Summary

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.
Requirements
  • 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.
What We Offer

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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