Member Advisor
| Company | First West Credit Union |
|---|---|
| Location | Princeton, BC, Canada |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | |
| Experience Level | Junior, Mid Level |
Requirements
- 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
- 2 years of retail/customer service experience or equivalent required
- 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.
Responsibilities
- Triages member questions and needs through to digital channels and MAC where appropriate.
- Builds strong relationships with current and potential members; identifies member life stage cycle and provides financial advice to members or refers to appropriate advisor.
- Processes a full range of member transactions including, but not limited to: opening personal or business accounts, debit/credit cards, and deposits.
- Directs members to appropriate digital channels and increase digital banking adoption as per branch goal.
- Achieves established individual sales and referral targets.
- Supports achievement of annual branch goals and objectives through proactive promotion of FW products and services, participates in branch campaigns, and actively seeks potential cross-sell and/or referral opportunities during interaction with members or potential members.
- Stays knowledgeable about emerging issues, evolving regulations and industry codes of conduct as well as participates in process improvement opportunities to protect the interests of the organization.
- Strives to achieve and improve service level agreements and productivity targets.
- 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.
- Participates fully as a team member, helps build a positive and diverse work environment, willingly assist and mentor others in the completion of work activities, and addresses communication issues efficiently.
Preferred Qualifications
- College, Trade or Tech School Diploma (2 years) preferred
- Sales and cash handling experience preferred