Member Solutions Advisor

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