Member Solutions Advisor

1 month ago


Langley, Canada Envision Financial Full time
Member Solutions Advisor

We are seeking a highly skilled Member Solutions Advisor to provide exceptional customer service to current and potential members.

Key Responsibilities:
  • Build strong relationships with members and identify their financial needs.
  • Provide financial advice and solutions to members or refer them to an appropriate advisor.
  • Process a range of member transactions, including account openings, deposits, and loans.
  • Support the achievement of annual team and individual goals through proactive promotion of financial products and services.
  • Perform administrative duties, such as loan applications and credit investigations.
Requirements:
  • College Trade or Tech School Diploma in a related field or equivalent combination of education and experience.
  • 2 years of retail banking experience in a sales/service-focused position.
  • Financial services, call centre, or customer support experience preferred.
  • Demonstrated ability to identify needs and recommend products and services to members.
  • Self-starter with ability to work independently and solve problems using common sense and sound judgment.

What We Offer:

  • A dynamic and supportive work environment.
  • Opportunities for professional growth and development.
  • A competitive compensation package.


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