Talent.com
Envision Financial
Member Advisor (Abbotsford Village Branch) Full TimeEnvision Financial • Abbotsford, BC, Canada
Member Advisor (Abbotsford Village Branch) Full Time

Member Advisor (Abbotsford Village Branch) Full Time

Envision Financial • Abbotsford, BC, Canada
Il y a plus de 30 jours
Type de contrat
  • Temps plein
Description de poste

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

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 . Microsoft Office
  • Displays an understanding of risk and risk ownership by being able to demonstrate adherence to policies and procedures.
Créer une alerte emploi pour cette recherche

Member Advisor (Abbotsford Village Branch) Full Time • Abbotsford, BC, Canada

Offres similaires

Bilingual Senior Life Underwriter - abbotsford

Empire Lifeabbotsford, bc, ca
Temps plein +2

Bilingual Senior Life Underwriter.Location: Any Canadian Location, CA.Empire Life is looking to hire a Senior Bilingual Underwriter to join our Retail Underwriting team! We are actively seeking can... Voir plus

 • Offre sponsorisée

Occupational Therapist - Abbotsford

Fraser Health AuthorityAbbotsford, Fraser Valley Regional District, CA
Temps plein

The salary range for this position is CAD $45.Are you someone who has a real passion for the rehabilitation and recovery of others? Are you a registered Occupational Therapist looking to showcase y... Voir plus

 • Offre sponsorisée

Senior Group Underwriter - abbotsford

Empire Lifeabbotsford, bc, ca
Temps plein +2

Location: Anywhere in Canada - Remote.The total target compensation (TTC) range, including salary and target bonus, is $78,698 - $125,350.This TTC range is applicable to permanent roles only; fixed... Voir plus

 • Offre sponsorisée

Principal Advisor Underground - abbotsford

Brunelabbotsford, bc, ca
Temps plein

Position: Principal Advisor - Underground.Brunel is currently looking for a Principal Advisor – Underground for our mining client.The Principal Solutions Advisor - Underground is a strategic role w... Voir plus

 • Offre sponsorisée

Senior Project Planner - abbotsford

The RTOC Groupabbotsford, bc, ca
Temps plein

Our client's Project Team is looking for a Senior Project Planner resource to support this Portfolio.This role will be based in Calgary, with project locations in Alberta and BC.Minimal travel may ... Voir plus

 • Offre sponsorisée

Culinary Management | Abbotsford

Cactus Club CafeAbbotsford, Fraser Valley Regional District, CA
Temps plein

Culinary Management | Abbotsford.Our Sous Chefs are leaders whose passion for food is only surpassed by their passion for people.Through strategic leadership, they drive the success of the kitchen,... Voir plus

 • Offre sponsorisée

Associate General Counsel - Litigation and Employment - abbotsford

Elevation Capitalabbotsford, bc, ca
Temps plein

ASSOCIATE GENERAL COUNSEL - REMOTE WORK FROM HOME.Elevation Capital is a group of internationally impactful companies spanning consumer packaged goods, hospitality, technology, real estate, non-pro... Voir plus

 • Offre sponsorisée

Business Analyst - abbotsford

fintexabbotsford, bc, ca
Temps plein

Our founding team has built and shipped digital products at Canada's leading financial institutions—and now we're doing it faster, bolder, and entirely on our own terms.We're growing quickly and lo... Voir plus

 • Offre sponsorisée

assistant store manager, Abbotsford

StarbucksAbbotsford, Fraser Valley Regional District, CA
Temps plein

Assistant Store Manager – Abbotsford.Join the Starbucks team in Abbotsford, British Columbia as an Assistant Store Manager.In this role you will develop your supervisory experience, coaching skills... Voir plus

 • Offre sponsorisée

Developing Investment Advisor (Abbotsford/Mission/Chilliwack)

TDAbbotsford, Fraser Valley Regional District, CA
Temps plein

Work Location: Abbotsford, British Columbia, Canada.Pay Details: $50,000 - $100,000 CAD, commission based earnings.This role is eligible for commission based earnings.TD is committed to providing f... Voir plus

 • Offre sponsorisée

Growth Lead - abbotsford

Lilo Socialabbotsford, bc, ca
Temps plein

Lilo Social is a full-funnel eCommerce growth agency specializing in acquisition and retention for direct-to-consumer brands.With a team of over 75 professionals, we deliver best-in-class paid medi... Voir plus

 • Offre sponsorisée

Bilingual Claim Manager - abbotsford

Empire Lifeabbotsford, bc, ca
Temps plein +2

Location: Remote, or if local to an office, hybrid - Kingston, Toronto, or Montreal.The total target compensation (TTC) range, including salary and target bonus, is $55,968 - $98,580.This TTC range... Voir plus

 • Offre sponsorisée

Bilingual Customer Service Representative (Retail) - abbotsford

Empire Lifeabbotsford, bc, ca
Temps plein +2

Bilingual Customer Service Representative (Retail).The total target compensation (TTC) range, including salary and target bonus, is $50,880- $75,260.This TTC range is applicable to permanent roles ... Voir plus

 • Offre sponsorisée

Equity Partner & National Leader AI Business Solutions - abbotsford

People Machineabbotsford, bc, ca
Temps plein

Equity Partner & National Leader, AI Business Solutions.This role can be located in any major city centre across Canada.Digital services within the firm.The role will focus on sales, delivery excel... Voir plus

 • Offre sponsorisée

Radiation Therapist, Radiation Oncology - BC Cancer - Abbotsford

Provincial Health Services AuthorityAbbotsford, Fraser Valley Regional District, CA
Temps plein

At PHSA we believe in rewarding our employees and helping them live healthy, active and balanced lifestyles.We aim to make your employment experience the best it can be.Employees can enjoy a wide s... Voir plus

 • Offre sponsorisée

Life Underwriting Specialist/Consultant - abbotsford

Empire Lifeabbotsford, bc, ca
Temps plein +2

Life Underwriting Specialist/Consultant.Location: Any Canadian Location, CA.The total target compensation (TTC) range, including salary and target bonus, is $95,920 - $144,970.This TTC range is app... Voir plus

 • Offre sponsorisée

Occupational Therapist - Abbotsford

Fraser HealthAbbotsford, Fraser Valley Regional District, CA
Temps partiel

The salary range for this position is CAD $42.We currently have exciting opportunities for a.Occupational Therapist to join our team located in Abbotsford, B.We hire great people for outstanding jo... Voir plus

 • Offre sponsorisée

Part-Time Optometry Associate – Abbotsford, BC

OptometristsAbbotsford, Fraser Valley Regional District, CA
Temps partiel

A healthcare practice in Abbotsford is seeking a Part-Time Associate for comprehensive eye care services.The clinic boasts a busy, full-scope environment with highly equipped facilities and a suppo... Voir plus

 • Offre sponsorisée

Community Occupational Therapist – Part-Time Impact

Fraser HealthAbbotsford, Fraser Valley Regional District, CA
Temps partiel

A community health organization in Abbotsford, B.Part Time Occupational Therapist.This role involves providing client-centered occupational therapy to individuals in community settings, collaborati... Voir plus

 • Offre sponsorisée

Project Manager - abbotsford

Empire Lifeabbotsford, bc, ca
Temps plein +2

Empire life is looking to hire a Project Manager to join our Project Management Office team!.The Project Manager is responsible for proactively managing the initiation, planning, analysis, design, ... Voir plus