Financial Services Representative
1 month ago
We are seeking a highly skilled and customer-focused Member Advisor to join our team at Envision Financial. As a Member Advisor, you will be responsible for providing exceptional member service, building strong relationships with current and potential members, and identifying member needs to provide tailored financial solutions.
Key Responsibilities- Provide front-line member service, responding to member inquiries and resolving issues in a timely and professional manner.
- Build and maintain strong relationships with members, understanding their financial needs and providing personalized recommendations.
- Process a range of member transactions, including account openings, debit/credit card applications, and deposits.
- Support the achievement of annual branch goals and objectives through proactive promotion of Envision Financial products and services.
- Stay knowledgeable about emerging issues, evolving regulations, and industry codes of conduct, and participate in process improvement opportunities to protect the interests of the organization.
- 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.
Salary Range: $43,000 - $48,700. Please note, the salary range mentioned in this job posting should serve as a guide. The final compensation offered may vary based on a variety of factors, including bonuses and/or incentives, or a candidate's skills and experience. Envision Financial is committed to providing a fair, equitable, and competitive rewards package that reflects the value an individual brings to our organization.
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