Student (Member & Advisory Experience)

1 day ago

Kelowna, British Columbia, Canada First West Credit Union Full time
Description

Position Description

The Member and Advisory Experience team strengthens the quality and consistency of member interactions across First West by supporting advisory excellence, championing member centric practices, and enhancing processes that shape the overall experience. The team collaborates with business partners across retail, business, commercial, wealth, and the Member Advice Centre to identify opportunities for improvement, develop tools and resources for advisors, and ensure strategic initiatives are embedded effectively. Their work helps create a seamless, simple, and reliable experience for both members and advisors through clear communication, meaningful insights, and continuous refinement of service standards. As a student, you will provide administrative and project support to an assigned department while contributing to team objectives, supporting documentation and resource development, and assisting in experience related initiatives that help elevate the advisory journey. This is a full-time 4-month temporary role from beginning of May to the end of August, offering hands on experience, professional skill development, and the chance to build a strong network across First West Credit Union.

Accountabilities

  1. Departmental Support: Provides administrative assistance and support to your assigned department, ensuring tasks are completed accurately and on time. Prepares ad hoc data and reports as required. 
  2. Content & Documentation: Updates existing documents and create new content and documentation to support departmental initiatives. 
  3. Project Work: Participates in project assignments, collaborating with team members to achieve project goals. 
  4. Professional Development: Connects regularly with your leader, and build your professional network in a supportive, collaborative environment. 
  5. Community Engagement: Connects with the First West student community and take part in activities designed to enhance your experience. 
  6. Relationship Building: Liaises and builds trusted working relationships with internal stakeholders across various departments. Collaborates with team members and leaders to support projects and initiatives, while developing your professional network within First West Credit Union. 

Required Skills, Experience & Qualifications

  • Currently enrolled in an undergraduate degree program or post-secondary education
  • Committed to developing skills and making an impact across multiple functions within a credit union, including finance, administration, and community programs
  • Experience with one or more Microsoft Office applications (Word, PowerPoint, Excel, Outlook)
  • Strong problem-solving and analytical skills. 
  • Ability to work independently and collaboratively. 
  • Eagerness to learn new concepts, systems, and software quickly. 
  • Excellent written and verbal communication skills. 
  • Highly organized with strong attention to detail. 
  • Displays an understanding of risk and risk ownership by being able to demonstrate adherence to policies and procedures.

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