Member Solutions Advisor
1 month ago
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.
- 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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