Financial Services Representative

4 weeks 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 and answer customer questions, addressing concerns while maintaining confidentiality and accuracy.

Key Responsibilities:

  • Member Service: Triages member questions and needs through digital channels and MAC where appropriate. Builds strong relationships with current and potential members, identifying member life stage cycle and providing financial advice or referrals.
  • Member Transactions: Processes a range of member transactions, including account openings, debit/credit cards, and deposits. Directs members to digital channels and increases digital banking adoption as per branch goal. Achieves established individual sales and referral targets.
  • Branch Goals: Supports achievement of annual branch goals and objectives through proactive promotion of FW products and services, participating in branch campaigns, and seeking cross-sell and/or referral opportunities.
  • Other Responsibilities: Stays knowledgeable about emerging issues, evolving regulations, and industry codes of conduct. Participates in process improvement opportunities to protect the organization's interests and strives to achieve service level agreements and productivity targets.
  • Branch/Team Support: Participates fully as a team member, builds a positive work environment, assists and mentors others, and addresses communication issues efficiently.

Required Skills and Qualifications:

  • High School Diploma required
  • Completion of FW Sales Essentials Course within 6 months of hire required
  • Must complete the internal First West certification program 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
  • Strong interpersonal skills and ability to build relationships
  • Demonstrated ability to be positive, flexible, and work in a busy environment
  • Proficient in Microsoft Office
  • Displays an understanding of risk and risk ownership

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