We are currently seeking a Member Services Advisor UN to join our team.
The Member Services Advisor provides support to current and prospective members by processing financial transactions, guiding individuals through the account opening process, and responding to inquiries across multiple channels. This role plays a key part in fostering strong member relationships through clear communication and relevant product recommendations. In addition to frontline service, the advisor contributes to administrative functions, supports branch operations and campaigns, and works toward achieving individual and team goals.

Here’s what would be included as a part of your typical day

Member Service: Delivers exceptional service to current and prospective members by responding to inquiries, providing product information, and offering technology demonstrations. Supports current members through the account openingand estatesprocess and builds relationships through consistent engagement.

Member Transactions: Processes abroad range of financial transactions including account openings,Collabriacard applications, deposits, withdrawals,ordering foreign currency,and other routine banking activities.Completes member applications for a variety of products including but not limited to registered and non-registered productsandMastercards.

Branch Support: Willinglyassistsand support others in the branch and fullyparticipatesas a team member. Performs tasks related to balancing treasury, ATM maintenance and troubleshooting,preparingand distributing cash orders, and cheque scanning. Carries outadditionalduties asrequiredto ensure smooth daily operations.

Other Responsibilities:



Coordinates member communications via email and phone, ensuringtimelyand professional responses. Completes updates to account signers and prepares related documentation in line with established procedures. Maintains organized andaccuraterecords to support compliance. Utilizes the Day in the Life as a guideline to prioritize and manage schedules.Supports in providing peer training and coaching for new branch staff.

Branch Goals: Supports achievement of annual branch goals through proactive referrals, participation in campaigns, and outreach efforts. Meets individualsales and referral targets and follows up with new members to deepen engagement and drive retention.

Required Skills, Experience & Qualifications

High School Diplomarequired

Completion of Tru Cooperative Bank Sales Essentials Course within 6 months of hirerequired

1 year of retail or customer service experience or equivalent required

Cash handlingexperiencepreferred

Background and Criminal record check

Good credit score andmaintaininga good credit score for the duration of employment with ISCU

A team player and a commitment to ensuring the team succeeds

Strong customer service and interpersonal skills with the ability to build relationships with current and potential members

Demonstrated ability to be positive, flexible, and adapt to a changing work environment

Strong attention to detail

Proficient in computer software programs e.g. Microsoft Office.

Time management skills

Interpersonal skills

Problem solving skills

Displays an understanding of risk and risk ownership by being able todemonstrateadherence to policies and procedures.

Completion of all mandatory Compliance training.

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📌 Member Services Advisor UN (British Columbia)
🏢 First West Credit Union
📍 British Columbia