07 Sep
|
Valley First
|
Enderby
07 Sep
Valley First
Enderby
Job Description We are currently seeking a full-time Member Advisor to join our Enderby Branch team. The Member Advisor serves as a first point of contact for members, delivering meaningful experiences. This role assesses and responds to member needs with accuracy and sound judgment, supporting day‑to‑day banking activities and resolving inquiries efficiently. The Member Advisor promotes digital banking adoption by guiding members in the use of online and mobile platforms, enhancing accessibility and confidence. By understanding each member’s financial situation and life stage, this role identifies solutions or connects members with the appropriate advisor, supporting strong, long‑term relationships. This role is based out of our Enderby Branch with travel to our Armstrong Branch as needed, to support business needs. Here’s what would be included as a part of your typical day Member 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 (Enderby) Full Time
🏢 Valley First
📍 Enderby