Member Advisor
4 days ago
We are currently seeking a Member Advisor - Mobile to join our team.The Member Advisor – Mobile is responsible for providing exceptional customer service to current and potential members by completing member transactions, providing members with solutions to their financial needs, and/or referring members to an appropriate advisor. As this is a mobile role travel will be required to multiple branches within the region depending on coverage needs.Here’s what would be included as a part of your typical dayMember Service: Provides exceptional customer service by providing advice and support to members; processes cash related transactions including, but not limited to: opening member accounts, deposits, withdrawals, utility payments, etc. May assist members in completing forms, term deposits and applications for credit/debit cards.Branch Goals: Supports the achievement of annual branch goals and objectives through proactive promotion of FW products and services, participating in branch campaigns, and actively seeking referral opportunities during interactions with members or potential members. Identifies member life stage and seeks opportunities to cross-sell or refer to an appropriate branch advisor. Achieves established individual sales and referral targets.Branch Support: Performs administrative duties which may include, but not limited to: balancing the treasury, daily ATM maintenance and troubleshooting, preparing and distributing cash orders.Additional Duties: Depending on the region and/or branch, the Member Advisor may be required to provide administrative support to branch advisors, make outgoing calls to members, complete compliance and/or audit activities, complete end to end processes related to ATM and night deposits, etc.Other duties: Utilizes the Day in the Life as a guideline to prioritize and manage schedules - to align efforts in reaching goals while offering a remarkable, consistent member experience across First West. Other duties as required by branch leadership.Required Skills, Experience & QualificationsHigh School Diploma requiredCompletion of FW Sales Essentials Course, within 6 months of hire requiredMust complete the internal First West certification program specific to this role within the required timeframeCollege, Trade or Tech School Diploma (2 years) preferred2 years of retail/customer service experience or equivalent requiredSales and cash handling experience preferredDemonstrated 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 . 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
1 week ago
Delta, British Columbia, Canada First West Credit Union Full time $45,000 - $65,000 per yearDescriptionWe 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
1 week ago
Delta, Canada Envision Financial 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
3 days ago
Delta, Canada Envision Financial, a division of First West Credit Union Full timeWe are currently seeking a full-time Financial Advisor to join our team at our North Delta Envision Financial branch. 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...
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Insurance Advisor- Delta
1 week ago
Delta, Canada BCAA Full timeWork at an award-winning top employer! If you are looking for an empowering and progressive place to shape your future, then you’ve landed in the right place at BCAA. With our corporate Head Office in Burnaby and locations around BC, we offer a wide variety of opportunities all across the province. Share our purpose to empower British Columbians to move...
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Insurance Advisor
2 weeks ago
Delta, Canada Westland Insurance Ltd. Full timeWe’re searching for an Insurance Advisor. Are you searching for new possibilities? Westland Insurance Group Ltd is growing and has a new opportunity for an Insurance Advisor in our Scottsdale Centre branch in Delta, BC. Do you love to talk about insurance and provide exceptional client service? If so, you will love working for Westland! We are looking...
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Insurance Advisor
2 weeks ago
Delta, Canada Westland Insurance Ltd. Full timeWe’re searching for an Insurance Advisor. Are you searching for new possibilities? Westland Insurance Group Ltd is growing and has a new opportunity for an Insurance Advisor in our Scottsdale Centre office in Delta, BC. Do you love to talk about insurance and provide exceptional client service? If so, you will love working for Westland! We are looking...
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Insurance Advisor
5 days ago
Delta, Canada Westland Insurance Ltd. Full timeWe’re searching for an Insurance Advisor. Are you searching for new possibilities? Westland Insurance Group is growing and has an exciting opportunity for an Insurance Advisor for Ladner, BC at our Ladner Center office. Do you love to talk about insurance and provide exceptional client service? If so, you will love working for Westland! We are looking for...
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Insurance Advisor
5 days ago
Delta, Canada Westland Insurance Ltd. Full timeWe’re searching for an Insurance Advisor. Are you searching for new possibilities? Westland Insurance Group is growing and has an exciting opportunity for an Insurance Advisor for Ladner, BC at our Trenant Park office. Do you love to talk about insurance and provide exceptional client service? If so, you will love working for Westland! We are looking for...
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Insurance Advisor
3 days ago
Delta, Canada Westland Insurance Ltd. Full timeWe’re searching for an Insurance Advisor. Are you searching for new possibilities? Westland Insurance Group Ltd is growing and has a new opportunity for an Insurance Advisor in Tsawwassen, BC at our Town Centre office. Do you love to talk about insurance and provide exceptional client service? If so, you will love working for Westland! We are...
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Automotive Service Advisor
5 days ago
Delta, Canada Fountain Tire Full timeOverview: **Fountain Tire (Ladner)** **is searching for a friendly and knowledgeable **Automotive** **Service Advisor** to manage the operations of the service department to drive productivity, quality assurance and to promote a high level of customer satisfaction. **Salary: $24 - $28/hr** **Benefits: Health, Dental, RRSP Matching** **What We Offer**: -...
