Talent.com
Member Solutions Advisor
Member Solutions AdvisorEnvision Financial • Victoria, BC, Canada
Member Solutions Advisor

Member Solutions Advisor

Envision Financial • Victoria, BC, Canada
30+ days ago
Job type
  • Full-time
Job description

We are currently seeking a Member Solutions Advisor to join our team.

The Member Solutions Advisor is based in the member advice centre and provides exceptional customer service to current and potential members by offering a range of deposit and personal lending services. The Member Solutions Advisor identifies member life stage cycle and provides solutions to financial needs, and/or refers member to an appropriate advisor. The role also acts as the front line to inbound calls and emails.

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 FW 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.

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 First West 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 . Microsoft Office
  • Displays an understanding of risk and risk ownership by being able to demonstrate adherence to policies and procedures.
Create a job alert for this search

Member Solutions Advisor • Victoria, BC, Canada

Similar jobs

Member Service Representative 1 - Union

Coastal Community Credit UnionSouthern Gulf Islands Electoral Area, BC, CA
Full-time

Posting Deadline: Please submit your application by 11:59 PM PST, April 14, 2026.Together, Let’s Do Great Things!.We're a financial services co-operative with an expansive reach on Vancouver Island...Show more

 • Promoted

Bilingual Patient & Member Support Specialist (EN/FR)

Teladoc HealthVictoria, Capital Regional District, CA
Full-time

A leading virtual healthcare company is seeking a Tier 1 Patient and Member Support Representative in Canada.This role involves managing customer inquiries through calls, emails, and chats, ensurin...Show more

 • Promoted

Bilingual Patient & Member Support Specialist (Flexible Hours)

Teladoc HealthVictoria, Capital Regional District, CA
Full-time

A healthcare technology company is seeking a Tier 1 Patient and Member Support Representative located in Victoria, Canada.The role involves managing inbound communications to provide outstanding cu...Show more

 • Promoted

Front of House Service Leader | Growth Path & Free Meals

Chipotle Mexican GrillLangford, BC, CA
Full-time

A leading fast-food chain in Langford, BC, is seeking a Service Leader to maintain positive customer experiences by ensuring high-quality food and training staff.The role includes adhering to food ...Show more

 • Promoted • New!

Service Advisor Role Focused on Customer Engagement and Care

Fountain TireSidney, BC, CA
Full-time

Step into the role of Service Advisor and enhance customer experiences in automotive repair! Your friendly demeanor will be essential in fostering lasting client relationships and driving sales.As ...Show more

 • Promoted

Customer Services Attendant

BC FerriesSidney, BC, CA
Full-time

We are seeking individuals who are passionate about providing amazing customer service whileprioritizing safety and creating a positive environment.Reporting to theChief Steward,Customer Service At...Show more

 • Promoted

Licensed Investment Advisor Assistant - The Mullings Group

The Mullings Groupvictoria, bc, ca
Full-time

The Mullings Group has been retained by our client, Haywood Securities, in the search for a seasoned.Licensed Investment Advisor Assistant.This is a career-track position for a professional who thr...Show more

 • Promoted

Part-Time Focus Group Participant - Sports

ApexFocusGroupVictoria, BC, CA
Full-time +1

Now accepting applicants for Focus Group studies.Earn up to $850 per week part-time working from home.Must register to see if you qualify.No call center representative agent experience needed.Call ...Show more

 • Promoted

On-Campus Member Services Representative

ALUMOVictoria, Capital Regional District, CA
Full-time +1

Provide exceptional support as a Member Services Agent at an on-campus office.Focus on customer inquiries via phone, email, and in-person to facilitate understanding of insurance plans.This full-ti...Show more

 • Promoted

Member Experience & Community Growth Specialist

Rise PeopleVictoria, Capital Regional District, CA
Full-time

A leading health and fitness community seeks a Member Service Representative in Victoria, Australia.The role involves ensuring an exceptional fitness experience for members, generating referrals, a...Show more

 • Promoted

Insurance & Service Advisor — Build Trust & Protect Members

BCAAVictoria, Capital Regional District, CA
Full-time

A leading insurance organization in Victoria is seeking a motivated Service Advisor.In this role, you will engage with customers to recommend insurance solutions that best meet their needs, while f...Show more

 • Promoted

Part-time Team Member

The Root Cellar Village Green GrocerVictoria, Capital Regional District, CA
Part-time

McKenzie Corner, 1286 McKenzie Ave.Interested in joining our team? Complete an application form to show your interest!.The Root Cellar sprouted from a deep passion for fresh, local food and sustain...Show more

 • Promoted

Team Member, Mayfair Shopping Centre

Saje Natural WellnessVictoria, Capital Regional District, CA
Full-time

At Saje Natural Wellness, we're nature's original farmacy, blending the superpower of plants so you can remedy real life, naturally.And like nature, we're continually growing! As we continue to bui...Show more

 • Promoted

Member Services Agent, On Campus

ALUMOVictoria, Capital Regional District, CA
Full-time +1

Member Services Agent, On Campus.University of Victoria (on-campus office), British Columbia.Full-Time: Monday to Friday, 9:00 AM – 5:00 PM.Part-Time: Effective May 2026, Monday to Thursday, 10:00 ...Show more

 • Promoted

Engaging Loans Interviewer & Community Member Services Expert

ComsavingsVictoria, Capital Regional District, CA
Full-time

Transform financial lives as a Loans Interviewer within a collaborative member services team.Ensure personal and business lending meets the diverse needs of community members.You will play an essen...Show more

 • Promoted

#26.06 Philanthropy Advisor – Mid Level

Our Place SocietyVictoria, Capital Regional District, CA
Full-time

This posting is open to all qualified applicants.Our Place Society (OPS) is an organization founded on inclusive and progressive Christian values and principles.We are driven by our values: hope an...Show more

 • Promoted

Client Advisor

RBCSidney, BC, CA
Full-time

This unique position calls on your client-focused sales expertise and natural problem‑solving skills to maximize each client interaction.Specifically, you help clients with their everyday banking, ...Show more

 • Promoted

Client Solutions Associate

GallagherVictoria, Capital Regional District, CA
Full-time

At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they’re free to grow, lead, and innovate.You’ll be backed by our digital ecosystem: a ...Show more