Overview

First West Credit Union Member Services Advisor Contract in Delta, BC

First West Credit Union

Branch Delta BC CA

Position:
Member Services Advisor
Location:
Delta, BC

Proficient in computer software programs e.g. Microsoft Office. Opening member accounts, deposits, withdrawals, utility payments, etc. May assist members in…

If you believe in the same things we do, let’s talk.

First West Credit Union is a tight-knit team of smart, friendly, creative, skillful and passionate professionals spread across British Columbia and beyond. We’ve come together because we believe in making a real difference in people’s financial lives. We believe that keeping things simple, showing leadership, and banking cooperatively can change the world for the better.

We are seeking a part-time (casual/temporary) Member Services Advisor to work out of our Sunshine Hills Branch located in Delta, BC.

Position Overview

The Member Services Advisor is responsible for providing exceptional customer service to current and potential members by completing member transactions, providing members with solutions to their financial needs, and/or referring members to an appropriate advisor.

Key Accountabilities

Member Service

Provides exceptional customer service by providing advice and support to members; processes cash related transactions including, but not limited to: opening member accounts, deposits, withdrawals, utility payments, etc. May assist members in completing forms, term deposits and applications for credit/debit cards.

Branch Goals:
Supports the achievement of annual branch goals and objectives through proactive promotion of FW products and services, participating in branch campaigns, and actively seeking referral opportunities during interactions with members or potential members. Identifies member life stage and seeks opportunities to cross ‐ sell or refer to an appropriate branch advisor. Achieves established individual sales and referral targets.

Branch Support:
Performs administrative duties which may include, but not limited to: balancing the treasury, daily ATM maintenance and troubleshooting, preparing and distributing cash orders.

Additional Duties:
Depending on the region and/or branch, the Member Services Advisor may be required to provide administrative support to branch advisors, make outgoing calls to members, complete compliance and/or audit activities, complete end to end processes related to ATM and night deposits, etc. Other duties as required by branch leadership.

People Leadership

No direct supervisory responsibility

EDUCATION AND EXPERIENCE

High School Diploma

1 year retail/customer service experience

Cash handling experience

TECHNICAL SKILLS/ATTRIBUTES

Proficient in computer software programs e.g. Microsoft Office

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

Demonstrated ability to identify needs and recommend products and services to members

Demonstrated ability to be positive, flexible to change and work in a busy environment

or proceed with Standard Application Form.

Employment Type: Freelance
Location: Delta, BC, CA
Posted on: 2016-11-01
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