Financial Services Representative

4 weeks ago

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

We are seeking a highly skilled and customer-focused Member Advisor to join our team at Envision Financial. As a Member Advisor, you will play a critical role in providing exceptional service to our members, helping them achieve their financial goals, and building strong relationships with our community.

Key Responsibilities:
  • Member Service: Provide personalized support to members, addressing their financial needs and concerns through various channels, including digital platforms and in-branch interactions.
  • Member Transactions: Process a range of member transactions, including account openings, debit/credit card applications, and deposits, while promoting digital banking adoption and achieving sales and referral targets.
  • Branch Goals: Contribute to the achievement of annual branch goals and objectives by promoting First West products and services, participating in branch campaigns, and identifying cross-sell and referral opportunities.
  • Other Responsibilities: Stay up-to-date on emerging issues, evolving regulations, and industry codes of conduct, and participate in process improvement initiatives to protect the organization's interests.
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

Pay Transparency: Salary Range: $22.05 - $24.97. Please note that the salary range mentioned in this job posting should serve as a guide. The final compensation offered may vary based on a variety of factors, including bonuses and/or incentives, or a candidate's skills and experience. Envision Financial is committed to providing a fair, equitable, and competitive rewards package that reflects the value an individual brings to our organization.

  • Financial Services Representative

    1 month ago

    Kelowna, British Columbia, Canada Envision Financial Full time

    Job SummaryWe are seeking a highly skilled and motivated Financial Services Representative to join our team at Envision Financial. As a Financial Services Representative, you will be responsible for providing exceptional customer service and support to our members, helping them to achieve their financial goals and objectives.Key ResponsibilitiesProvide...

  • Financial Services Representative

    1 month ago

    Kelowna, British Columbia, Canada Envision Financial Full time

    Job SummaryWe are seeking a highly skilled and motivated Financial Services Representative to join our team at Envision Financial. As a Financial Services Representative, you will be responsible for providing exceptional customer service and support to our members, helping them to achieve their financial goals and objectives.Key ResponsibilitiesProvide...

  • Financial Services Representative

    1 week ago

    Kelowna, British Columbia, Canada Envision Financial Full time

    We are seeking a Financial Services Representative to provide exceptional member service and support to our clients in Kelowna, BC.The ideal candidate will be responsible for:Providing front-line member service to triage and manage member needsBuilding strong relationships with current and potential membersIdentifying member life stage cycles and providing...

  • Financial Services Representative

    1 week ago

    Kelowna, British Columbia, Canada Envision Financial Full time

    We are seeking a Financial Services Representative to provide exceptional member service at our Envision Financial branch in Kelowna, BC.The Financial Services Representative is responsible for delivering front-line member service, triaging and managing member needs by asking thoughtful financial questions and creating positive experiences to retain and...

  • Financial Services Representative

    7 days ago

    Kelowna, British Columbia, Canada Envision Financial Full time

    We are seeking a Financial Services Representative to provide exceptional member service and support to our clients in Kelowna, BC.The ideal candidate will be responsible for providing front-line member service, triaging member needs, and managing member relationships. They will also be responsible for advancing member knowledge and use of digital channels...

  • Financial Services Representative

    4 weeks ago

    Kelowna, British Columbia, Canada Envision Financial Full time

    Member Advisor Job DescriptionWe 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...

  • Financial Services Representative

    3 weeks ago

    Kelowna, British Columbia, Canada Envision Financial Full time

    Member Advisor Job DescriptionWe 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...

  • Financial Services Representative

    3 weeks ago

    Kelowna, British Columbia, Canada Envision Financial Full time

    Member AdvisorWe are seeking a skilled Member Advisor to provide exceptional service to our members at our Rutland Valley First branch in Kelowna, BC.Key Responsibilities:Provide front-line member service, triage, and manage member needs by asking thoughtful financial questions and creating positive experiences to retain and deepen financial...

  • Financial Services Representative

    3 weeks ago

    Kelowna, British Columbia, Canada Envision Financial Full time

    Member AdvisorWe are seeking a skilled Member Advisor to provide exceptional service to our members at our Rutland Valley First branch in Kelowna, BC.Key Responsibilities:Provide front-line member service, triage, and manage member needs by asking thoughtful financial questions and creating positive experiences to retain and deepen financial...

  • Financial Services Representative

    1 month ago

    Kelowna, British Columbia, Canada Envision Financial Full time

    Member Advisor Job DescriptionWe are seeking a skilled Member Advisor to provide exceptional service to our members at our Rutland Valley First branch in Kelowna, BC.Key Responsibilities:Provide front-line member service, triage, and manage member needs by asking thoughtful financial questions and creating positive experiences to retain and deepen financial...

  • Financial Services Representative

    1 month ago

    Kelowna, British Columbia, Canada Envision Financial Full time

    Member Advisor Job DescriptionWe are seeking a skilled Member Advisor to provide exceptional service to our members at our Rutland Valley First branch in Kelowna, BC.Key Responsibilities:Provide front-line member service, triage, and manage member needs by asking thoughtful financial questions and creating positive experiences to retain and deepen financial...

  • Financial Services Representative

    2 months ago

    Kelowna, British Columbia, Canada Envision Financial Full time

    {"title": "Member Advisor", "description": "Key ResponsibilitiesAs 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 work closely with our members to understand their financial goals and objectives, and provide guidance...

  • Financial Services Representative

    2 months ago

    Kelowna, British Columbia, Canada Envision Financial Full time

    {"title": "Member Advisor", "description": "Key ResponsibilitiesAs 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 work closely with our members to understand their financial goals and objectives, and provide guidance...

  • Financial Services Representative

    1 month ago

    Kelowna, British Columbia, Canada Envision Financial Full time

    {"title": "Member Advisor", "description": "Key ResponsibilitiesAs a Member Advisor, you will provide exceptional customer service to our members, ensuring their financial needs are met and exceeded. Your primary focus will be on building strong relationships with current and potential members, identifying their life stage cycles, and providing personalized...

  • Financial Services Representative

    1 month ago

    Kelowna, British Columbia, Canada Envision Financial Full time

    {"title": "Member Advisor", "description": "Key ResponsibilitiesAs a Member Advisor, you will provide exceptional customer service to our members, ensuring their financial needs are met and exceeded. Your primary focus will be on building strong relationships with current and potential members, identifying their life stage cycles, and providing personalized...

  • Financial Services Representative

    5 days ago

    Kelowna, British Columbia, Canada Envision Financial Full time

    We are seeking a skilled Member Advisor to provide exceptional front-line service to our members in Kelowna, BC.The ideal candidate will be responsible for triaging member inquiries, managing member needs, and creating positive experiences to retain and deepen financial relationships. They will advance member knowledge and use of digital channels to serve...

  • Financial Services Representative

    2 months ago

    Kelowna, British Columbia, Canada Envision Financial Full time

    {"Job Title": "Member Advisor", "Job Description": "Key ResponsibilitiesAs 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 opening accounts,...

  • Financial Services Representative

    1 month ago

    Kelowna, British Columbia, Canada Envision Financial Full time

    {"title": "Member Advisor", "description": "Key ResponsibilitiesAs 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...

  • Financial Services Representative

    2 months ago

    Kelowna, British Columbia, Canada Envision Financial Full time

    {"Job Title": "Member Advisor", "Job Description": "Key ResponsibilitiesAs 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 opening accounts,...

  • Financial Services Representative

    1 month ago

    Kelowna, British Columbia, Canada Envision Financial Full time

    {"title": "Member Advisor", "description": "Key ResponsibilitiesAs 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...