The Member Solutions Advisor works within our Member Advice Centre which is a dynamic contact center environment serving as the primary point of contact for current and prospective members through ...
The Member Solutions Advisor works within our Member Advice Centre which is a dynamic contact center environment serving as the primary point of contact for current and prospective members through ...
... wealth solutions into an integrated member-focused platform. The wealth business serves members across multiple delivery channels, including branch-based advisors, specialized wealth teams ...
... wealth solutions into an integrated member-focused platform. The wealth business serves members across multiple delivery channels, including branch-based advisors, specialized wealth teams ...
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 ...
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 ...
This role identifies member life stage cycle and provides solutions to financial needs, and/or refers member to an appropriate advisor. The Financial Advisor manages a portfolio of members. Here ...
New
This role identifies member life stage cycle and provides solutions to financial needs, and/or refers member to an appropriate advisor. The Financial Advisor manages a portfolio of members. Here ...
New
This role identifies member life stage cycle and provides solutions to financial needs, and/or refers member to an appropriate advisor. The Financial Advisor manages a portfolio of members. Here ...
This role identifies member life stage cycle and provides solutions to financial needs, and/or refers member to an appropriate advisor. The Financial Advisor manages a portfolio of members. Here ...
This role identifies member life stage cycle and provides solutions to financial needs, and/or refers member to an appropriate advisor. The Financial Advisor manages a portfolio of members. Here ...
This role identifies member life stage cycle and provides solutions to financial needs, and/or refers member to an appropriate advisor. The Financial Advisor manages a portfolio of members. Here ...
The Senior Financial Advisor identifies member life stage cycle and provides solutions to financial needs, and/or refers member to an appropriate advisor. Here's what would be included as a part of ...
The Senior Financial Advisor identifies member life stage cycle and provides solutions to financial needs, and/or refers member to an appropriate advisor. Here's what would be included as a part of ...
This role identifies member life stage cycle and provides solutions to financial needs, and/or refers member to an appropriate advisor. The Financial Advisor (Trainee) manages a portfolio of members.
This role identifies member life stage cycle and provides solutions to financial needs, and/or refers member to an appropriate advisor. The Financial Advisor (Trainee) manages a portfolio of members.
The Senior Financial Advisor identifies member life stage cycle and provides solutions to financial needs, and/or refers member to an appropriate advisor. Here's what would be included as a part of ...
New
The Senior Financial Advisor identifies member life stage cycle and provides solutions to financial needs, and/or refers member to an appropriate advisor. Here's what would be included as a part of ...
New
The Senior Financial Advisor identifies member life stage cycle and provides solutions to financial needs, and/or refers member to an appropriate advisor. Here's what would be included as a part of ...
The Senior Financial Advisor identifies member life stage cycle and provides solutions to financial needs, and/or refers member to an appropriate advisor. Here's what would be included as a part of ...
The Senior Financial Advisor identifies member life stage cycle and provides solutions to financial needs, and/or refers member to an appropriate advisor. Here's what would be included as a part of ...
The Senior Financial Advisor identifies member life stage cycle and provides solutions to financial needs, and/or refers member to an appropriate advisor. Here's what would be included as a part of ...
This role identifies member life stage cycle and provides solutions to financial needs, and/or refers member to an appropriate advisor. The Financial Advisor manages a portfolio of members. Here ...
This role identifies member life stage cycle and provides solutions to financial needs, and/or refers member to an appropriate advisor. The Financial Advisor manages a portfolio of members. Here ...
Build trusted advisor relationships with HR, Finance, and IT leadership at prospect and client ... team member will be asked, on a regular basis, to interact in English with external or internal ...
Build trusted advisor relationships with HR, Finance, and IT leadership at prospect and client ... team member will be asked, on a regular basis, to interact in English with external or internal ...
To learn more about CIBC, please visit CIBC.com What you'll be doing As a member of the Personal ... You engage with purpose to find the right solutions. You go the extra mile, because it's the right ...
To learn more about CIBC, please visit CIBC.com What you'll be doing As a member of the Personal ... You engage with purpose to find the right solutions. You go the extra mile, because it's the right ...
Associate Fianacial Advisor
Vancouver, BC · On-site
To learn more about CIBC, please visit CIBC.com What you'll be doing As a member of the Personal ... You engage with purpose to find the right solutions. You go the extra mile, because it's the right ...
Associate Fianacial Advisor
Vancouver, BC · On-site
To learn more about CIBC, please visit CIBC.com What you'll be doing As a member of the Personal ... You engage with purpose to find the right solutions. You go the extra mile, because it's the right ...
... member experience across Tru Cooperative Bank ("TCB"). * Wealth Management: As a licensed MFDA Advisor, provides wealth and investment solutions. * Risk Management: Initiates collection activity in ...
... member experience across Tru Cooperative Bank ("TCB"). * Wealth Management: As a licensed MFDA Advisor, provides wealth and investment solutions. * Risk Management: Initiates collection activity in ...
As a pivotal member of our team, you won't just be selling solutions-you'll be empowering our ... Imagine being the trusted advisor who brings clarity to complex challenges, guiding senior ...
As a pivotal member of our team, you won't just be selling solutions-you'll be empowering our ... Imagine being the trusted advisor who brings clarity to complex challenges, guiding senior ...
Senior Financial Advisor - Metrotown
Burnaby, BC · On-site
CA$65K - CA$82K/yr
... solutions to their unique financial needs. Through championing Coast Capital's values and purpose ... This role is ideal for an experienced financial advisor who thrives on building long-term member ...
Senior Financial Advisor - Metrotown
Burnaby, BC · On-site
CA$65K - CA$82K/yr
... solutions to their unique financial needs. Through championing Coast Capital's values and purpose ... This role is ideal for an experienced financial advisor who thrives on building long-term member ...
Service Advisor, Coquitlam
Coquitlam, BC · On-site
CA$28/hr
... Advisor to bridge the gap between our customers and our shop technicians. In this role, you will be ... solutions At Fountain Tire, our associates are our number one asset. As a vital member of our team ...
Service Advisor, Coquitlam
Coquitlam, BC · On-site
CA$28/hr
... Advisor to bridge the gap between our customers and our shop technicians. In this role, you will be ... solutions At Fountain Tire, our associates are our number one asset. As a vital member of our team ...
Service Advisor, Coquitlam
Coquitlam, BC · On-site
CA$28/hr
... Advisor to bridge the gap between our customers and our shop technicians. In this role, you will be ... solutions At Fountain Tire, our associates are our number one asset. As a vital member of our team ...
Service Advisor, Coquitlam
Coquitlam, BC · On-site
CA$28/hr
... Advisor to bridge the gap between our customers and our shop technicians. In this role, you will be ... solutions At Fountain Tire, our associates are our number one asset. As a vital member of our team ...
Member Solutions Advisor information
What does a Member Solutions Advisor do?
A Member Solutions Advisor assists members by addressing inquiries, resolving issues, and providing information about products or services. They often work in customer service environments, using communication skills and knowledge of company policies to ensure member satisfaction.
What cities near Maple Ridge, BC are hiring for Member Solutions Advisor jobs?
Cities near Maple Ridge, BC with the most Member Solutions Advisor job openings:
Member Solutions Advisor (Hybrid)
Langley, BC • Hybrid
First West Credit Union
• 1 - 5K employees1,001 - 5,000 employees
Full-time
Re-posted 12 days ago
Job description
We are currently seeking a Member Solutions Advisor to join our team. This is a hybrid role with the opportunity to work out of one of our offices in Duncan, Kelowna, Langley, Penticton or Victoria BC.
The Member Solutions Advisor works within our Member Advice Centre which is a dynamic contact center environment serving as the primary point of contact for current and prospective members through inbound and outbound phone, email, and live chat interactions. This role is responsible for delivering exceptional service by actively assessing member needs and life stage, providing tailored financial solutions, and connecting members with the appropriate advisor for specialized support. As the first line of support for inquiries, the Member Solutions Advisor plays a key role in ensuring a seamless, positive experience for every member.
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; works in partnership with the branch network in providing back up support for inbound calls.
- Member Transactions: Processes a full range of member transactions including, but not limited to: opening personal or business accounts, debit/credit cards, deposits, overdraft protection, lines of credit, personal and/or investment loans (within assigned limits), and related insurance products.
- Goals: Supports achievement of annual team and individual goals and objectives through proactive promotion of Tru Cooperative Bank (Tru) products and services, participation in campaigns, and actively seeking potential cross-sell and/or referral opportunities during interaction with members or potential members. Achieves established annual sales and referral targets.
- Support: Performs a variety of administrative duties which may include, but not limited to: administration of estates, completion of loan applications, conducting credit investigations, assisting with loan interviews, and follow-up phone calls to members, as required.
- Technical Support: Acts as multi-divisional support to technical support calls/emails, as required.
This position may be required to work evenings and weekends, on a rotating shift schedule.
Required Skills, Experience & Qualifications
- College Trade or Tech School Diploma (2 years) in a related field or equivalent combination of education and experience
- Must complete the internal Tru certification program specific to this role within the required timeframe
- 2 years of retail banking experience in a sales/service-focused position, or equivalent required
- Financial services, call centre, or customer support over the phone experience preferred
- Demonstrated ability to identify needs and recommend products and services to members
- Self-starter with ability to work independently and solve problems using common sense and sound judgment
- Proven ability to plan, organize and prioritize workload
- 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.
#trucooperativebank
About First West Credit Union
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