Member Advisor

1 week ago

Surrey, British Columbia, Canada First West Careers Full time

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 day

  1. Member 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.
  2. 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.
  3. 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.
  4. 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.
  5. 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 & Qualifications

  • 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 e.g. Microsoft Office
  • Displays an understanding of risk and risk ownership by being able to demonstrate adherence to policies and procedures.

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