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Member Advisor in North
Job in
Delta, BC, Canada
Listed on 2026-05-29
Listing for:
Envision Financial, a division of First West Credit Union
Full Time
position Listed on 2026-05-29
Job specializations:
-
Finance & Banking
Bank Customer Service, Banking & Finance -
Customer Service/HelpDesk
Bank Customer Service, Banking & Finance
Job Description & How to Apply Below
Become a Member Advisor at Tru Cooperative Bank and provide exceptional service to members in North Delta. Engage in meaningful financial discussions and support online banking adoption.
This full-time role requires you to build strong relationships while advising members based on their life stages. Responsibilities include processing diverse transactions and working towards branch targets. Your commitment to service excellence will shape positive financial experiences for members.
Key Responsibilities:
• Assess and respond to member financial needs effectively
• Conduct various member transactions, including account openings
• Facilitate navigation to digital banking platforms
• Drive branch goals through proactive sales and referrals
• Collaborate with team members to enhance work environment
Requirements:
• High School Diploma or equivalent required
• 2 years of retail or customer service experience
• Excellent relationship-building and interpersonal skills
• Adaptable and positive approach in busy settings
• Proficient with computer software, including Microsoft Office
Leverage your financial service skills to improve member experiences at Tru Cooperative Bank.
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