Member Advisor (Sardis Branch) (Chilliwack)

Member Advisor (Sardis Branch) (Chilliwack)

07 Sep
|
Envision Financial
|
Chilliwack

07 Sep

Envision Financial

Chilliwack

Job DescriptionWe are currently seeking a Member Advisor to join our team in Chilliwack at our Sardis Branch. 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.Typical DayMember Service: Builds robust 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

📌 Member Advisor (Sardis Branch) (Chilliwack)
🏢 Envision Financial
📍 Chilliwack

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