Financial Services Representative

3 weeks ago

Victoria, British Columbia, Canada Envision Financial Full time
Member Advisor

We are seeking a skilled Member Advisor to provide exceptional front-line member service, triage and manage member needs, and create positive experiences to retain and deepen financial relationships.

Key Responsibilities:
  • Member Service: Respond to member inquiries and needs through digital channels and MAC, building strong relationships with current and potential members.
  • Member Transactions: Process a range of member transactions, including account openings, debit/credit cards, and deposits, and direct members to digital channels to increase adoption.
  • Branch Goals: Support achievement of annual branch goals and objectives by promoting FW products and services, participating in branch campaigns, and seeking cross-sell and referral opportunities.
  • Other Responsibilities: Stay knowledgeable about emerging issues, evolving regulations, and industry codes of conduct, and participate in process improvement opportunities to protect the organization's interests.
  • Branch/Team Support: Participate fully as a team member, help build a positive and diverse work environment, and address communication issues efficiently.
Requirements:
  • 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

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