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
30+ days ago
Job type
  • Full-time
Job description

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.
Create a job alert for this search

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

Similar jobs

Abbotsford Clinical Pharmacist Opportunity

Fraser Health AuthorityAbbotsford, Fraser Valley Regional District, CA
Full-time

Step into a crucial role as a Clinical Pharmacist at Abbotsford Regional Hospital in BC.This full-time, relief position focuses on personalized medication therapy until the incumbent returns, likel... Show more

 • Promoted

Account Manager

FitziiAbbotsford, Fraser Valley Regional District, CA
Full-time

Join Rexel: A Global Leader in Electrical Distribution.Rexel is a world leader in the electrical distribution market, operating in 18 Countries and leveraging a network of 1950 branches and 27000 e... Show more

 • Promoted

Occupational Therapist - Abbotsford

Fraser Health AuthorityAbbotsford, Fraser Valley Regional District, CA
Full-time

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... Show more

 • Promoted

Associate

RBC Dominion SecuritiesAbbotsford, Fraser Valley Regional District, CA
Full-time

RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada.We are proud of our collaborative, supportive culture that enables succe... Show more

 • Promoted • New!

Community Occupational Therapist—Complex Care Housing

Fraser HealthAbbotsford, Fraser Valley Regional District, CA
Part-time

The salary range for this position is CAD $42.We are hiring a PartTime Community Occupational Therapist to join our team in Abbotsford, B.This position is in support of the new Enhanced Care Progra... Show more

 • Promoted

Developing Investment Advisor (Abbotsford/Mission/Chilliwack)

The Toronto-Dominion Bank (Canada)Mission, British Columbia, Canada
Full-time

TD Wealth, Private Wealth Management (PWM) provides high‑net‑worth clients with holistic discovery and planning resulting in customised wealth advice and solutions.TD Wealth Private Investment Advi... Show more

 • Promoted

Culinary Management | Abbotsford

Cactus Club CafeAbbotsford, Fraser Valley Regional District, CA
Full-time

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,... Show more

 • Promoted

Substance Use Clinician - Masters - Abbotsford

Fraser HealthMission, BC, CA
Full-time

The salary range for this position is CAD $44.Join Our Team as a Clinician for Community Mental Health & Substance Use!.Are you passionate about making a meaningful impact in mental health and subs... Show more

 • Promoted

assistant store manager, Abbotsford

StarbucksAbbotsford, Fraser Valley Regional District, CA
Full-time

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... Show more

 • Promoted

Developing Investment Advisor (Abbotsford/Mission/Chilliwack)

TDAbbotsford, Fraser Valley Regional District, CA
Full-time

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... Show more

 • Promoted

Parts Advisor

Fraserway-RvAbbotsford, Fraser Valley Regional District, CA
Full-time +1

We are looking for a highly motivated, enthusiastic team player to join our Abbotsford, BC Dealership as.Job Responsibilities include but are not limited to:.Adhere to the company’s Mission, Vision... Show more

 • Promoted

Radiation Therapist, Radiation Oncology - BC Cancer - Abbotsford

Provincial Health Services AuthorityAbbotsford, Fraser Valley Regional District, CA
Full-time

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... Show more

 • Promoted

Clinician, Child & Youth Transition Team - Abbotsford

Fraser Health AuthorityAbbotsford, Fraser Valley Regional District, CA
Full-time

We have an exciting opportunity for a Full Time Clinician, Child & Youth Transition Team.Supporting the Vision, Values, Purpose, and Commitments of Fraser Health including service delivery that is ... Show more

 • Promoted

Occupational Therapist - Abbotsford

Fraser HealthAbbotsford, Fraser Valley Regional District, CA
Part-time

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... Show more

 • Promoted

Part-Time Optometry Associate – Abbotsford, BC

OptometristsAbbotsford, Fraser Valley Regional District, CA
Part-time

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... Show more

 • Promoted

Community Occupational Therapist – Part-Time Impact

Fraser HealthAbbotsford, Fraser Valley Regional District, CA
Part-time

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... Show more

 • Promoted

Community Occupational Therapist

CBI Health GroupAbbotsford, Fraser Valley Regional District, CA
Full-time

Community Occupational Therapist - Fraser Valley, BC.As a Community Occupational Therapist in Fraser Valley, you’ll find the tools you need to help people return to the workplace and improve their ... Show more

 • Promoted

Operations Manager - Abbotsford

Transdev CanadaAbbotsford, Fraser Valley Regional District, CA
Full-time

Transdev Canada is hiring an Operations Manager for our Abbotsford location.In Canada, Transdev operates the Central Fraser Valley public transit system, connecting Abbotsford and Chilliwack.With 1... Show more

 • Promoted

Pharmacist - Whatcom (Abbotsford)

Save-on-Foods PharmacyAbbotsford
Full-time

Pharmacist – Whatcom, Abbotsford, BC.As a vital member of a leading Western Canadian pharmaceutical team, you will contribute to the delivery of quality, patient-centred care within our community p... Show more

 • Promoted

Community occupational therapist – community occupational therapy substance use (abbotsford, mi[...]

Fraser Health AuthorityAbbotsford, Fraser Valley Regional District, CA
Full-time

Curious to learn what it’s like to work here?.We invite you to apply today and find out why employees recommend Fraser Health to their friends as an exceptional place to work.We are committed to pl... Show more