Member Solutions Advisor
7 days ago
We are currently seeking a Member Solutions Advisor to join our team.The Member Solutions Advisor is based in the member advice centre and provides exceptional customer service to current and potential members by offering a range of deposit and personal lending services. The Member Solutions Advisor identifies member life stage cycle and provides solutions to financial needs, and/or refers member to an appropriate advisor. The role also acts as the front line to inbound calls and emails.Here’s what would be included as a part of your typical dayMember Service: Builds strong relationships with current and potential members; identifies member life stage cycle and provides financial advice to members or refers to appropriate advisor; works in partnership with the branch network in providing back up support for inbound calls.Member Transactions: Processes a full range of member transactions including, but not limited to: opening personal or business accounts, debit/credit cards, deposits, overdraft protection, lines of credit, personal and/or investment loans (within assigned limits), and related insurance products.Goals: Supports achievement of annual team and individual goals and objectives through proactive promotion of FW products and services, participation in campaigns, and actively seeking potential cross-sell and/or referral opportunities during interaction with members or potential members. Achieves established annual sales and referral targets.Support: Performs a variety of administrative duties which may include, but not limited to: administration of estates, completion of loan applications, conducting credit investigations, assisting with loan interviews, and follow-up phone calls to members, as required.Technical Support: Acts as multi-divisional support to technical support calls/emails, as required.Required Skills, Experience & QualificationsCollege Trade or Tech School Diploma (2 years) in a related field or equivalent combination of education and experienceMust complete the internal First West certification program specific to this role within the required timeframe2 years of retail banking experience in a sales/service-focused position, or equivalent requiredFinancial services, call centre, or customer support over the phone experience preferredDemonstrated ability to identify needs and recommend products and services to membersSelf-starter with ability to work independently and solve problems using common sense and sound judgmentProven ability to plan, organize and prioritize workloadProficient in computer software programs . Microsoft OfficeDisplays an understanding of risk and risk ownership by being able to demonstrate adherence to policies and procedures.
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Member Advisor
3 days ago
Victoria, British Columbia, Canada First West Credit Union Full timeDescriptionWe are currently seeking a Member Advisor to join our team.The Member Advisor is responsible for providing front line member service to triage and manage member needs by asking members thoughtful financial questions and create positive experiences to retain and deepen financial relationships. Advance member knowledge and use of digital channels...
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Member Advisor
2 weeks ago
Victoria, Canada Island Savings, a division of First West Credit Union Full timeWe are currently seeking Member Advisors to join the Island Savings team, supporting our Mayfair Mall community branch, in Victoria. The Member Advisor is responsible for providing front line member service to triage and manage member needs by asking members thoughtful financial questions and create positive experiences to retain and deepen financial...
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Member Advisor
5 days ago
Victoria, Canada Island Savings, a division of First West Credit Union Full timeWe are currently seeking a Member Advisor to join our team. The Member Advisor is responsible for providing front line member service to triage and manage member needs by asking members thoughtful financial questions and create positive experiences to retain and deepen financial relationships. Advance member knowledge and use of digital channels set up to...
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Member Advisor
2 days ago
Victoria, British Columbia, Canada Island Savings, a division of First West Credit Union Full timeJob DescriptionWe are currently seeking a Member Advisor to join our team.The Member Advisor delivers front line service by identifying and responding to member needs through thoughtful financial conversations. This role enhances digital literacy by assisting with online banking setup and addressing inquiries with accuracy and discretion. By recognizing each...
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Member Advisor
5 days ago
Victoria, Canada Island Savings, a division of First West Credit Union Full timeWe are currently seeking a Member Advisor to join our team. The Member Advisor is responsible for providing front line member service to triage and manage member needs by asking members thoughtful financial questions and create positive experiences to retain and deepen financial relationships. Advance member knowledge and use of digital channels set up to...
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Financial Advisor
1 week ago
Victoria, Canada Island Savings, a division of First West Credit Union Full timeWe are currently seeking a Financial Advisor to join our team. The Financial Advisor provides exceptional customer service to current and potential members by offering a full range of deposit/investments and complex lending services. The Financial Advisor identifies member life stage cycle and provides solutions to financial needs, and/or refers member to...
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Employee Benefits Sales Advisor
1 week ago
Victoria, Canada Integrated Benefit Solutions Full time**Pay Transparency**: This is a _**Salary + Commission **_ based role with an estimated earnings of $50,000-$75,000/yr. There is also the potential for bonuses further increasing this compensation range - **Our Company **_ **Do you enjoy working in a small business setting in a close knit team environment?** Integrated Benefit Solutions has been tracking...
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Employee Benefits Sales Advisor
7 days ago
Victoria, Canada Integrated Benefit Solutions Full time**Pay Transparency**: This is a _**Salary + Commission **_ based role with an estimated earnings of $50,000-$75,000/yr. There is also the potential for bonuses further increasing this compensation range - **Our Company **_ Integrated Benefit Solutions has been tracking benefit trends and providing comprehensive benefit plans for business owners, their...
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Financial Advisor
1 week ago
Victoria, British Columbia, Canada First West Credit Union Full timeDescriptionWe are currently seeking a Financial Advisor to join our team.The Financial Advisor provides exceptional customer service to current and potential members by offering a full range of deposit/investments and complex lending services. The Financial Advisor identifies member life stage cycle and provides solutions to financial needs, and/or refers...
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Financial Advisor
1 day ago
Victoria, Canada Envision Financial Full timeWe are currently seeking a Financial Advisor to join our team.The Financial Advisor provides exceptional customer service to current and potential members by offering a full range of deposit/investments and complex lending services. The Financial Advisor identifies member life stage cycle and provides solutions to financial needs, and/or refers member to an...
