Financial Services Representative

4 days ago

Duncan, Canada Envision Financial Full time
Member Services Advisor UN

We are seeking a highly skilled Member Services Advisor to join our team at Envision Financial. As a key member of our team, you will be responsible for providing exceptional customer service to our members, ensuring their financial needs are met, and building strong relationships with current and potential members.

Key Responsibilities:
  • Member Service: Provide timely and effective resolution to member inquiries and concerns, utilizing digital channels and other resources as needed.
  • 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.
  • Branch/Team Support: Collaborate with team members to build a positive and diverse work environment, provide support and mentorship, 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

Pay Transparency: Starting Salary: $45,552.12

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