Member Advisor at Envision
Job in
Abbotsford, BC, Canada
Listed on 2026-07-13
Listing for:
Envision Financial
Full Time
position Listed on 2026-07-13
Job specializations:
-
Finance & Banking
Bank Customer Service, Financial Advisor / Consultant
Job Description & How to Apply Below
Envision is looking for a Member Advisor to provide frontline service in Abbotsford. In this role, you will identify member needs through engaging financial conversations and enhance their digital literacy. There is a strong focus on building long-term relationships with members and ensuring satisfaction through personalized service.
Key Responsibilities:
• Build strong relationships with existing and prospective members
• Process a variety of member transactions, including accounts and deposits
• Promote digital banking solutions to achieve branch goals
• Stay informed on industry trends and regulatory changes
• Actively collaborate within the team and support branch initiatives
Requirements:
• High School Diploma;
College Diploma preferred
• 2 years of retail or customer service experience
• Proficiency in Microsoft Office and digital tools
• Completion of internal certification program within required timeframe
• Strong interpersonal skills to foster member connections
Bring your financial service expertise and relationship-building skills to Envision as a Member Advisor in Abbotsford.
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