Member Advisor; Princeton Job Princeton British Columbia Canada,Finance & Banking

Position: Member Advisor (Princeton) Full-Time
Location: Princeton

We are seeking a full-time Member Advisor to join our team in Princeton.

The Member Advisor is often the first point of contact for our members and plays a key role in creating a positive experience. This role focuses on listening carefully, understanding each member’s needs, and providing friendly, accurate support. The Member Advisor helps members with everyday banking, answers questions, supports them with online and digital banking platforms, and connects them with the right advisor or service when needed, ensuring each member feels confident, supported, and well looked after.

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 . Microsoft Office

Displays an understanding of risk and risk ownership by being able to demonstrate adherence to policies and procedures.