Job Title

Job Description We are currently seeking a Senior Member Solutions Advisor to join our team. This role is based in the Member Advice Centre and provides exceptional customer service to current and potential members by proactively offering a range of investments and complex lending services. The Senior Member Solutions Advisor identifies member life stage cycle and provides solutions to financial needs and/or refers member to an appropriate advisor. Typical Day Member Service: Builds strong relationships with current and potential members; identifies member life stage cycle and provides financial advice or refers to an appropriate advisor. Provides dedicated outbound proactive calling to support branch networks and outreach campaigns; identifies and assesses customers needs to achieve satisfaction and continually expands member base portfolios to support goals. Focuses on member education and demonstration, leveraging technology to deliver memorable member experiences, drives sales, and retains business. Member Transactions: Processes a full range of complex member transactions including personal loans, retail mortgages, RRSP loans; investment products; opening personal or business accounts, debit/credit cards, line of credit, overdraft protection, and related insurance products. Gathers member information by asking probing questions, explains benefits, handles objections and retains member business. Goals: Supports achievement of annual team and individual goals and objectives through proactive promotion of products and services, participation in campaigns, and actively seeks potential crosssell and/or referral opportunities during interactions with members or potential members. Achieves established annual sales and referral targets. Support: Performs a variety of administrative duties which may include administration of estates, completion of loan applications, conducting credit investigations, assisting with loan interviews, and followup phone calls to members as required. May provide guidance, leadership or training to other employees. Technical Support: As required by leadership. Required Skills, Experience & Qualifications College trade or technical school diploma (2 years) in a related field or equivalent combination of education. Must complete the internal First West certification program specific to this role within the required timeframe. Mutual Funds license preferred. 3 years retail banking experience in a sales/service-focused position, or equivalent required. Financial services, call centre, or customer support experience over the phone preferred. Language skills other than English would be an asset. Demonstrated ability to identify needs and recommend products and services to members. Selfstarter with ability to work independently and solve problems using common sense and sound judgment. Proven ability to plan, organise and prioritise workload. Effective active listening and questioning skills. Proficient in computer software programs such as Microsoft Office. Displays an understanding of risk and risk ownership by demonstrating adherence to policies and procedures. Whats in it for you Mental health coverage and resources. Customisable health benefits and toppedup parental leave. Performancebased compensation, employee banking advantages and group RRSP matching. Vacation time and flexible work arrangements to support your lifestyle. We are committed to providing a fair, equitable and competitive rewards package that reflects the value an individual brings to our organisation. The compensation mentioned in this job posting is a guide; the total cash compensation earned may vary based on factors such as bonuses, incentives and performance. We also provide and encourage opportunities for our employees to make a meaningful impact. As a credit union, were powered by giving back through paid time off to volunteer, partnerships with local charities and a commitment to environmental, social and governance (ESG) practices. Take the next step in your career as part of our team. Apply for this opportunity! Candidates, please note: if you are being considered for this role, you will be required to complete a background check, such as employment verification, credit check and criminal record check. Diversity, Equity, Inclusion & Belonging At First West Credit Union, we embrace diversity regardless of gender identity or expression, sexual orientation, religion, race, ethnicity, age, disability and any aspect that makes someone unique. Inclusion is woven through our organisation, from employeeled network groups, hiring practices and education programmes that address barriers and continually grow our equitable, diverse and inclusive culture. We encourage people from equitydeserving groups to apply, including women or nonbinary people, persons with diverse abilities, Black, Indigenous Peoples, People of Colour and members of 2SLGBTQIA+ communities. If an accommodation would help you during the application or interview process, please let us know how we can assist you whether its preparing materials in an alternate format, booking an accessible meeting room or other arrangement. Your individuality is welcome here. Were a financial cooperative that does things differently. We provide timetested advice that helps our members feel optimistic about their future, and we offer comprehensive banking solutions that enable people to confidently reach their goals. With the financial strength and extended branch network of a large financial institution, we maintain local connections to our communities and take a unique grassroots approach to service. Our more than 250,000 members and approximately 1,250 employees operate from 45 branches throughout BC, under the Envision Financial, Valley First, Island Savings and Enderby & District Financial brands. Visit firstwestcu.ca for more information on First West Credit Union. Please know we appreciate your interest in us but only candidates selected for an interview will be contacted. #J-18808-Ljbffr