Financial Services Representative

6 days ago

Mill Bay, Canada Envision Financial Full time
Member Services Advisor UN

We are seeking a skilled Member Services Advisor to provide exceptional front-line service to our members. As a key member of our team, you will be responsible for delivering personalized financial solutions and creating positive experiences that foster long-term relationships.

Key Responsibilities:
  • Member Service: Utilize your excellent communication skills to triage member inquiries and needs, providing thoughtful financial guidance and solutions.
  • Member Transactions: Process a range of member transactions, including account openings, debit/credit card applications, and deposits, while promoting digital banking adoption.
  • Branch Goals: Contribute to the achievement of annual branch objectives by promoting First West products and services, participating in branch campaigns, and identifying cross-sell and referral opportunities.
  • Other Responsibilities: Stay informed about industry developments, regulatory changes, and best practices, and participate in process improvement initiatives to enhance member satisfaction and organizational efficiency.
  • Branch/Team Support: Collaborate with your team to build a positive and inclusive work environment, provide support and mentorship, and address communication issues promptly.
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 member needs and recommend financial solutions
  • Strong interpersonal skills and ability to build relationships with members
  • Demonstrated ability to work in a fast-paced environment and adapt to change
  • Proficient in Microsoft Office
  • Displays an understanding of risk and risk ownership by adhering to policies and procedures

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