Financial Services Representative

4 weeks ago

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

We are seeking a skilled Member Advisor to join our team at Envision Financial. As a Member Advisor, you will be responsible for providing exceptional customer service to our members, identifying their financial needs, and providing solutions to help them achieve their financial goals.

Key Responsibilities:
  • Provide front-line member service, triaging member questions and needs through various channels.
  • Build strong relationships with current and potential members, identifying their life stage cycle and providing financial advice or referring them to an appropriate advisor.
  • Process a full range of member transactions, including opening personal or business accounts, debit/credit cards, and deposits.
  • Support the achievement of annual branch goals and objectives through proactive promotion of Envision Financial products and services.
  • Stay knowledgeable about emerging issues, evolving regulations, and industry codes of conduct, and participate in process improvement opportunities to protect the interests of the organization.
Requirements:
  • High School Diploma required.
  • Completion of Envision Financial Sales Essentials Course within 6 months of hire required.
  • Must complete the internal Envision Financial 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.

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