Member Advisor
Temps plein
Valley First, a division of First West Credit Union
We are currently seeking a Member Advisor to join our team in Penticton.
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.
L'offre d'emploi a été publiée il y a 25 jours
Des emplois similaires qui pourraient vous intéresserBasé sur l'offre Member Advisor à Penticton, BC
$18.25 - $19.5 par heure
...anywhere from 6:00am to 6:30pm*** Regular Store Hours: Mon – Sat 8:00am – 8:00pm Sun 9:00am – 7:00pm BISTRO TEAM MEMBER Do you love working with food but not the restaurant environment or late hours? Do you like variety and the opportunity to step...SuggéréTemps partielZone localeHoraires flexiblesTravail postéTravail le week-endTravail de la semaine$18.25 - $19.5 par heure
...Hours: Mon – Sat 8:00am – 8:00pm Sun 9:00am – 7:00pm GROCERY TEAM MEMBER As part of one of our largest and most diverse departments, our Grocery Team Members are passionate about local, organic and sustainable food. You like helping others choose...SuggéréTemps pleinZone localeHoraires flexiblesTravail postéTravail le week-endTravail de la semaine$19.75 - $21.25 par heure
...weekend and AM/PM shifts*** Regular Store Hours: Mon – Sat 8:00am – 8:00pm Sun 9:00am – 7:00pm WELLNESS TEAM MEMBER (VITAMINS & BEAUTY) As part of our Wellness team, you promote healthy choices by educating our customers on the benefits of vitamins...SuggéréContrat Longue DuréeTravail temporaireTemps partielHoraires flexiblesTravail postéTravail le week-endTravail de la semaine- We are currently seeking a Member Advisor to join our team in Penticton.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...SuggéréTemps plein
First West Credit Union
Penticton, BCil y a 2 jours $18 - $21 par heure
...The range of salary for this position is $18.00-$21.00/hour. We offer comprehensive Health benefits for all part- and full-time team members. We also have fantastic flight benefits with the airlines that we support. We want to see you grow and reach your goals! The sky's the...SuggéréTemps pleinTemps partielHoraires flexiblesTravail postéTravail le week-endÉquipe de l'après-midiÉquipe du matinExecutive Aviation
Penticton, BCil y a 14 heures- ...define project requirements, suggest design solutions, assist in acquiring project resources and coordinates the efforts of project team members, contractors and vendors in order to deliver projects according to plan. The IT Project Coordinator tracks and monitors progress of...Temps pleinPour les contractants
Okanagan College
Penticton, BCil y a 14 heures $54k - $80k par année
...Penticton store located at 3039 Skaha Lake Rd. As a Sales Team Member with us you will be the face of the Ashley brand for our guests,... ...environment. Ashley is committed to investing in our team members; we offer : Average of $54,000 to $80,000+ (income may vary...Temps pleinÉquipe de l'après-midiTDGCorporate
Penticton, BCil y a 14 heures$33.93 - $38.77 par heure
...a foundation of reciprocity. We are compassionate, empathic, and care for the holistic well-being of students, employees, community members, and the land. Distinction: We choose activities in which we can achieve excellence and positively impact society. Okanagan...Taux horaireTemps pleinHoraires flexiblesOkanagan College
Penticton, BCil y a 14 heures$26.05 - $29.74 par heure
...services, and directing more complex inquiries to the appropriate staff member. # Distributes pre-packaged customer orders by verifying... ...care for the holistic well-being of students, employees, community members, and the land. Distinction: We choose activities in which we...Taux horaireTemps pleinTravail temporaireTravail au bureauOkanagan College
Penticton, BCil y a 14 heures- ...experience with both infants and primary school-aged children. If you're passionate about childcare and would like to become a valued member of our family, we'd love to hear from you. Please feel free to message us if you are interested in this exciting opportunity. Please...Taux horaireTemps pleinExterne (Non Logé)Travail posté
CanadianNanny.ca
Penticton, BCil y a 9 jours $46k - $56k par année
We’re searching for an Insurance Advisor. Are you searching for new possibilities?Westland Insurance Group Ltd is growing and has a new opportunity for an Insurance Advisor in Princeton, BC at our Apple Plaza location. Do you love to talk about insurance and provide exceptional...Temps pleinWestland Insurance Group Ltd
Penticton, BCil y a 2 jours$18.25 - $20 par heure
...player. Tackle problems by using your multi-tasking and communication skills, and be empowered to make decisions for you and your team members. Demonstrate your passion for the guest experience. Display your love for food and drink through exceptional menu and product...Taux horaireHoraires flexibles$18.25 - $21 par heure
...Tackle problems by using your master multi-tasking and communication skills, and be empowered to make decisions for you and your team members. What you bring to the kitchen A passion for culinary experiences and a commitment to teamwork and fun. A commitment to...Taux horaireTemps partielApprentissageHoraires flexibles$18.25 - $20 par heure
...player. Tackle problems by using your multi-tasking and communication skills, and be empowered to make decisions for you and your team members. Demonstrate your passion for the guest experience. Display your love for food and drink through exceptional menu and product...Taux horaireHoraires flexibles$18.25 - $26 par heure
...culinary experiences and a commitment to teamwork and fun. A commitment to fostering a supportive and engaging experience for your team members and guests. A willingness to learn and an openness to feedback, coaching, and mentorship. Certification(s) to responsibly work...Taux horaireApprentissageHoraires flexibles$21 par heure
...maintained in a clean and sanitary condition. Assists in maintaining a safe and secure environment for residents, visitors, and other staff members. All duties are performed in the best interest of the residents and their families, and in accordance with VRS Communities Society’s...Temps pleinÉquipe de nuit3 jours par semaine$25.65 - $32.06 par heure
...combines style with optimal vision Perform eyewear repairs and adjustments to ensure proper fit and comfort Coach and train team members to enhance their skills, performance, and knowledge to ensure consistent execution of optical standards and processes Support...Taux horaireTemps plein$18.25 par heure
...adjustments, etc.) Supports for visible minorities Participates in a government or community program or initiative that supports members of visible minorities Applies hiring policies that discourage discrimination against members of visible minorities (for example:...Emploi permanentTemps partielEmploi saisonnierRecrutement immédiatRelocationHoraires flexiblesTravail postéÉquipe de nuitTravail le week-endÉquipe de jourÉquipe de l'après-midiÉquipe du matinTim Hortons
Penticton, BCil y a 3 jours$18.25 par heure
...and Silver Sales Development Qualification program. Career advancement opportunities – We have a stake in helping passionate team members grow and have more impact in the business and community. Complimentary products on us every shift While we thank you for your...Taux horaireTemps partielZone localeHoraires flexiblesTravail posté$19.35 - $21.25 par heure
...opportunities to grow! What a Typical Workday Looks Like As a member of the management team, you will support the assistant manager... ...standards and motivating your team to excel. Sales Train your team members to provide strong customer support—teach them the best sales...Taux horaireEmploi permanentTemps pleinTravail au bureauZone localeHoraires flexiblesTravail posté$19 par heure
...and Silver baker Development Qualification program. Career advancement opportunities – We have a stake in helping passionate team members grow and have more impact in the business and community. Complimentary products on us every shift And more, including benefits...Taux horaireTemps pleinTemps partielZone localeTravail postéÉquipe de jour$43.06k - $53.82k par année
...also ensure that their team delivers exemplary service. This role is responsible for creating an enriching experience for both Team Members and Residents, fostering an environment where every individual feels valued and cared for. In this role, you will oversee and promote...Emploi permanentTemps pleinPour les contractantsStageZone localeTravail à distanceÉquipe de l'après-midi$25 - $30 par heure
...organizational and time-management skills Ability to work independently and meet weekly deadlines Comfortable following up with team members when information or documentation is missing Strong written communication skills Nice to Have: Previous experience with...Taux horaireTemps partielPour les contractants$24 - $30 par heure
...Seymour Pacific Developments, that manage multi-family residential communities. We are a growing organization made up of diverse team members who are motivated to continuously innovate our approach to asset management. We consider employee wellbeing a priority and are...Taux horaireRemplacementTemps plein- ...career, re-entering the workforce, or looking for a new job, this is where you belong. Why is this role important Our Store Team Members are inspired doers. They help provide a positive in-store shopping experience by ensuring the store is always ready with available...Taux horaireEmploi permanentTravail temporaireTemps partielStageTravail postéÉquipe de l'après-midi
$80k - $125.4k par année
...and complete corporate, personal and trust income tax returns Proactively resolve tax related issues with clients and other team members Act as a leader in the management of our growing tax practice, identifying and developing new opportunities for additional tax services...Temps pleinTravail d'étéStageTravail au bureauZone locale- .... Work hours range from 0 to 37.5 per week, with shifts available on short notice or pre-scheduled to cover leaves. Many of our team members start in casual roles and transition into permanent positions. Plus, we offer competitive wages, shift premiums, employer-paid training...Emploi permanentTemps pleinTravail occasionnelTravail au bureauTravail postéPoste rotatifÉquipe de jour
- ...Saskatchewan, Manitoba, and the Yukon under the following banners: Save-On-Foods, PriceSmart Foods and Urban Fare. Our pharmacy team members are made up of hardworking people who thrive in a demanding and changing environment and share a passion for quality patient-centered...Taux horaireTemps plein
- ...career, re-entering the workforce, or looking for a new job, this is where you belong. Why is this role important Our Store Team Members are inspired doers. They help provide a positive in-store shopping experience by ensuring the store is always ready with available...Taux horaireEmploi permanentTravail temporaireTemps partielStageTravail postéÉquipe de l'après-midi
$27.53 - $31.57 par heure
...for others and work both independently and collaboratively as a member of a multidisciplinary team will allow you to influence your team... ...Service Plans Foster positive relationships with persons’ family members, professionals, co-workers, and members of the community...Taux horaireTemps pleinTemps partiel
Voulez-vous recevoir plus d'offres d'emploi ?
S'abonner et recevoir des offres d'emploi similaires à Member Advisor. Soyez parmi les premiers à postuler !
Recherches connexes
- hospitality consultant Penticton, BC
- communications consultant Penticton, BC
- lifestyle consultant Penticton, BC
- organizational consultant Penticton, BC
- customs consultant Penticton, BC
- advisor Penticton, BC
- construction consultant Penticton, BC
- colour consultant Penticton, BC
- consultant Penticton, BC
- diversity inclusion consultant Penticton, BC