Westbank First Nation #9, British Columbia, Canada · On-site
$47k–$50k/yr
Entry level$107M raised
We are currently seeking a full-time Member Advisor to join our team in Westbank. The Member Advisor delivers front line service by identifying and responding to member needs through thoughtful financial conversations. T…
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Township of Langley, British Columbia, Canada · Hybrid
Senior$107M raised
We are currently seeking a Senior Compliance & Controls Lead (1B-Ops) to join our team. The Senior Compliance & Controls Lead (1B-Ops) supports Operations/Leadership in the effective implementation, maintenance, and admi…
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Township of Langley, British Columbia, Canada · Hybrid
Senior+$107M raised
We are currently seeking a Chief Operating Officer to join our team. The Chief Operating Officer provides strategic leadership for the organization’s member serving sales and advice businesses, including regional brands …
Township of Langley, British Columbia, Canada · Hybrid
$90k–$116k/yr
Senior$107M raised
We are currently seeking a Commercial Special Accounts Manager to join our team. The Commercial Special Accounts Manager controls and manages commercial delinquency on highly complex, sensitive and/or large impact member…
Township of Langley, British Columbia, Canada · Hybrid
$52k–$66k/yr
Mid level$107M raised
We are currently seeking an AML/ATF Analyst to join our team. This is a hybrid role with the opportunity to work out of one of our offices in Langley, Vancouver, Duncan, Victoria, Kelowna or Penticton BC. The AML/ATF Ana…
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Township of Langley, British Columbia, Canada · Hybrid
$77k–$98k/yr
Mid level$107M raised
We are currently seeking a Senior Business Analyst to join our team. Participates as an active member of a functional team, applying an advanced level of business expertise to the analysis of complex business problems, a…
Township of Langley, British Columbia, Canada · Hybrid
$77k–$98k/yr
Senior$107M raised
We are currently seeking a Senior Total Rewards Analyst to join our team. The Senior Total Rewards Analyst leads the design, development, implementation, communication and administration of total rewards programs, ensuri…
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Skills: Customer service, Financial advice, Sales, Cash handling, Digital banking
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We 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 digi…
Skills: Customer Service, Financial Advice, Cash Handling, Sales, Relationship Building
We are currently seeking a Member Advisor to join our Jubilee Branch in Victoria. The Member Advisor delivers front line service by identifying and responding to member needs through thoughtful financial conversations. T…
Director, Business Process Engineering & AI Enablement
Township of Langley, British Columbia, Canada · Hybrid
$120k–$154k/yr
Senior+
We are currently seeking a Director, Business Process Engineering & AI Enablement to join our team. The Director, Business Process Engineering & AI Enablement is responsible for the execution of the strategy, roadmap, an…
Skills: AI Enablement, Business Process Engineering, Process Automation, Lean, Six Sigma
Township of Langley, British Columbia, Canada · Hybrid
$120k–$154k/yr
Senior+
We are currently seeking a Director, Dynamics CRM & Member Engagement to join our team. The Director, CRM & Member Engagement is responsible for executing strategy, roadmap, and ongoing evolution of Tru Cooperative Bank’…
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Township of Langley, British Columbia, Canada · Hybrid
$57k–$73k/yr
Mid level
We are currently seeking a Payroll Specialist to join our team for a 12-month contract. This is a hybrid role with an opportunity to work from one of our Collaboration Centres in Langley, Vancouver, Kelowna, Penticton, D…
Team Lead, Business Membership (Member Advice Centre)
Township of Langley, British Columbia, Canada · Hybrid
$57k–$73k/yr
Mid level
We are currently seeking a Team Lead, Business Membership to join our team. This is a hybrid position with the opportunity to work from one of our offices in Duncan, Kelowna, Langley, Penticton, or Victoria, BC. The Team…
Skills: Leadership, Coaching, Business Banking, Relationship Management, Sales Coaching
Salt Spring Island Electoral Area, British Columbia, Canada · On-site
$64k–$83k/yr
Senior
We are currently seeking an Assistant Branch Manager (ABM) to join our team on Salt Spring Island. This is a full-time role supporting branch operations Monday through Friday. This role is responsible for the leadership …
Skills: Leadership, Coaching, Mentoring, Business Development, Financial Management
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$47k–$50k/yr
Full-time
Posted 11h ago
~40 hrs/week
Responsibilities
The Member Advisor provides front-line service by identifying member needs and offering tailored financial solutions. They also assist members with online banking setup and provide support for digital literacy inquiries.
Requirements
The role requires the ability to conduct thoughtful financial conversations and accurately address member inquiries. Candidates must be capable of identifying member life stages to foster long-term relationships.
Full job description
We are currently seeking a full-time Member Advisor to join our team in Westbank.
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 member’s life stage, the Member Advisor offers tailored financial solutions or refers to the appropriate advisor, fostering stronger, long-term relationships.
Here’s what would be included as a part of your typical day
Member 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. Triages member questions and needs through to online banking where appropriate.
Member Transactions: Processes a full range of member transactions including 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.
Branch Goals: Supports achievement of annual branch goals and objectives through proactive promotion of Tru Cooperative Bank products and services, participates in branch campaigns, and actively seeks potential cross-sell and/or referral opportunities during interaction with members or potential members.
Other Responsibilities: Remains up to date on emerging trends, regulatory changes and industry best practices as well as participates in process improvement opportunities to protect the interests of the organization. Strives to meet and exceed service level agreements and productivity targets. Performs other duties as required by branch leadership. 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 Tru Cooperative.
Branch/Team Support: 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.
Required Skills, Experience & Qualifications
High School Diploma or equivalent education and/or experience required; College, Trade or Tech School Diploma (2 years) is an asset
Completion of Tru Cooperative Sales Essentials Course, within 6 months of hire required
Must complete the internal Tru Cooperative certification program specific to this role within the required timeframe
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.
Related keywords
Member AdvisorFinancial ServicesCustomer ServiceDigital LiteracyOnline BankingFinancial SolutionsRelationship ManagementFront Line ServiceValley FirstBanking