Talent.com
Envision Financial
Member Solutions Advisor (Hybrid)Envision Financial • Langley, BC, Canada
Member Solutions Advisor (Hybrid)

Member Solutions Advisor (Hybrid)

Envision Financial • Langley, BC, Canada
6 days ago
Job type
  • Full-time
Job description

We are currently seeking a Member Solutions Advisor to join our team. This is a hybrid role with the opportunity to work out of one of our offices in Duncan, Kelowna, Langley, Penticton or Victoria BC.

The Member Solutions Advisor works within our Member Advice Centre which is a dynamic contact center environment serving as the primary point of contact for current and prospective members through inbound and outbound phone, email, and live chat interactions. This role is responsible for delivering exceptional service by actively assessing member needs and life stage, providing tailored financial solutions, and connecting members with the appropriate advisor for specialized support. As the first line of support for inquiries, the Member Solutions Advisor plays a key role in ensuring a seamless, positive experience for every member.

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 Tru Cooperative Bank (Tru) 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.

This position may be required to work evenings and weekends, on a rotating shift schedule.

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 Tru 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 (Hybrid) • Langley, BC, Canada

Similar jobs

Automotive Sales Advisor – Luxury Brand Expert

OpenRoad Auto GroupCity of Langley, Metro Vancouver Regional District, CA
Full-time

A leading automotive retail group in Metro Vancouver is seeking a Product Advisor to provide exceptional customer service and sell vehicles.The ideal candidate will have strong interpersonal skills... Show more

 • Promoted

Part-Time Focus Group Participant - Dining Out

ApexFocusGroupLangley, 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

Financial Member Advisor at Coast Capital

Coast CapitalPitt Meadows, Metro Vancouver Regional District, CA
Full-time

As a Financial Member Advisor at Coast Capital in Meadowtown, create rewarding financial conversations for members.Your experience and financial knowledge will be key in enhancing customer satisfac... Show more

 • Promoted

Dynamic Apple Specialist Role Available

AppleCoquitlam, Metro Vancouver Regional District, CA
Full-time

Elevate your career as a Specialist at Apple Retail, where delivering exceptional service and product knowledge drives customer loyalty.This position requires a proactive attitude towards customer ... Show more

 • Promoted

Service Advisor with Growth Opportunities

Go AutoCoquitlam, Metro Vancouver Regional District, CA
Full-time

Become a Service Advisor at Go Kia West, where you can merge your passion for cars with a love for helping people.Enjoy a reliable schedule and the chance for significant career advancement.At this... Show more

 • Promoted

Part-Time Focus Group Participant - Sports

ApexFocusGroupWhite Rock, 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

Member Service Specialist (On Site)

ProsperaCoquitlam, Metro Vancouver Regional District, CA
Full-time

Built on nearly 80 years of service in local communities, Prospera Credit Union is a community-based, purpose-driven organization that offers a full range of financial products and services.Prosper... Show more

 • Promoted

Production Team Member

Ontario Trillium FoundationPort Coquitlam, Metro Vancouver Regional District, CA
Full-time

Kingsway Avenue, Port Coquitlam, BC, V3C 1S2.Join our growing team! We are looking for a Baker to work at our Restaurant!.As a Team Member at Tim Hortons, your top priority is guest satisfaction! W... Show more

 • Promoted

Fitness Membership Sales Consultant | Commission & Growth

IndustryCoquitlam, Metro Vancouver Regional District, CA
Full-time

A leading fitness studio in Coquitlam is seeking a passionate Sales Representative to join their team.This role involves driving the studio's growth by converting prospects into loyal members throu... Show more

 • Promoted

Prince George Auto Insurance Advisor

Insurance Brokers Association of BCCoquitlam, Metro Vancouver Regional District, CA
Full-time

Become an Auto Insurance Advisor with Johnston Meier Insurance in Prince George, BC, dedicated to providing exceptional service and maintaining solid client relationships.Engage clients by deliveri... Show more

 • Promoted

Customer Service Advisor

MetroCompactor Service Inc.MetroCompactor Service IncPort Coquitlam, Metro Vancouver Regional District, CA
Full-time

Metro Compactor Service is Canada's leading expert for waste and recycling equipment solutions.With expertise spanning over four decades, we provide custom manufacturing, installation, maintenance,... Show more

 • Promoted

Member Advice Specialist

Coast Capital SavingsPitt Meadows, Metro Vancouver Regional District, CA
Full-time

Member Advice Specialist - Meadowtown Centre.Enhanced Criminal Record Check.When you visit a Coast branch, you’re greeted with a line of smiling faces ready to help you with your everyday banking n... Show more

 • Promoted

Service Advisor (Go Kia West)

Go AutoCoquitlam, Metro Vancouver Regional District, CA
Full-time

Service Advisor - No Evenings, Great Pay, and Real Career Growth.If you’ve got a passion for people, a love of vehicles, and a talent for making complex things sound simple, this might be the perfe... Show more

 • Promoted

Physiotherapist, Home Health Team Member

Fraser HealthCoquitlam, Metro Vancouver Regional District, CA
Full-time

Discover a rewarding role with Fraser Health as a Physiotherapist in Home Health, dedicated to enhancing client care in the Tri-cities.Bring your physiotherapy skills to support independence and re... Show more

 • Promoted

Sales Advisor

IRIS The Visual GroupCity of Langley, Metro Vancouver Regional District, CA
Full-time

Optical Sales Associate – IRIS LANGLEY, BC.IRIS, The Visual Group is looking for a sales advisor in Langley, BC.Do you have sales experience and you're looking for a new career or are you currently... Show more

 • Promoted

Storefront Team Member

Ontario Trillium FoundationMaple Ridge, Metro Vancouver Regional District, CA
Full-time

Join our Team as we are looking for Team Members!.As a Team Member at Tim Hortons, your top priority is guest satisfaction! Whether you are the very first person our guests encounter, or produce th... Show more

 • Promoted

Insurance Advisor

Western Financial GroupCity of Langley, Metro Vancouver Regional District, CA
Full-time

Career Opportunities: Insurance Advisor (83043).Join a national team where people, purpose, and community come first.Western Financial Group was named a 2025 Top Insurance Employer by Insurance Bus... Show more

 • Promoted

PT Sales Associate

Eddie BauerCoquitlam, Metro Vancouver Regional District, CA
Part-time

Join to apply for the PT Sales Associate role at Eddie Bauer.Our Sales Associates promote our culture, values and mission.As a Sales Associate, your number one job is to share your love of fashion ... Show more

 • Promoted

Customer Service Advisor

Metro Compactor ServicePort Coquitlam, Metro Vancouver Regional District, CA
Full-time

Metro Compactor Service is Canada's leading expert for waste and recycling equipment solutions.With expertise spanning over four decades, we provide custom manufacturing, installation, maintenance,... Show more

 • Promoted

Auto Advisor - Prince George, Downtown

Insurance Brokers Association of BCCoquitlam
Full-time

Location: 901 Victoria Street, Prince George, BC.Provide excellent customer service to clients.Provide optional coverage quotes.Cross-sell other products provided by Johnston Meier Insurance Agenci... Show more