Bank jobs in Mission, BC
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View similar jobs with this employerEnvision Financial, a division of First West...Mission, BC- $46,900–$50,200 a year
- Full-time
- Sales and cash handling experience preferred.
- Demonstrated ability to be positive, flexible to change and work in a busy environment.
- Envision Financial, a division of First West...Mission, BC
- $64,400–$82,500 a year
- Full-time
- This Business Banking Advisor (BBA) is responsible for the management and growth of an assigned portfolio of business banking members and their associated…
- Envision Financial, a division of First West...Mission, BC
- $64,400–$82,500 a year
- Full-time
- This Business Banking Advisor (BBA) is responsible for the management and growth of an assigned portfolio of business banking members and their associated…
- ScotiabankAbbotsford, BC
- Weekends as needed
- You possess and maintain a driver’s license and have access to personal transportation during working hours.
- Your role will be to deepen customer relationships…
- ScotiabankAbbotsford, BC
- Contract
- And (e) general support as necessary in the annual review process and other credit related situations needed to maintain portfolio quality.
View similar jobs with this employerRoyal Bank of CanadaMission, BC V2V 1G4- Full-time
- Cultivate and maintain relationships with partners to make the most of business opportunities and referrals.
- This unique position calls on your client-focused…
- View all Royal Bank of Canada jobs - Mission jobs
- Salary Search: Client Advisor salaries
- See popular questions & answers about Royal Bank of Canada
View similar jobs with this employerTD BankLangley, BC- Full-time
- Paid time off
- Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role.
- BMO Financial GroupMaple Ridge, BC
- Full-time
- Tuition reimbursement
- Life insurance
- Completes all necessary transactions in compliance with guidelines and other requirements to maintain operational integrity.
- View all BMO Financial Group jobs - Maple Ridge jobs
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- Envision Financial, a division of First West...Abbotsford, BC
- $56,800–$72,800 a year
- Full-time
- Build/maintain a strong presence and relationship in the community.
- Self-starter with ability to work independently and solve problems using common sense and…
Member Service Specialist (On Site)
Easily applyProsperaMaple Ridge, BC V2X 2T8- $23–$25 an hour
- Permanent
- Paid time off
- Participate in sales meetings and maintain an accurate history of sales and service activity on the customer relationship management system.
- ScotiabankLangley, BC
- Contributes to the overall success of the Signature Banking Business in Canada ensuring specific team and individual goals, plans, initiatives are executed /…
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- National Bank of CanadaLangley, BC
- Full-time
- Employee assistance program
- Wellness program
- Act as a resource person for your team in handling credit matters and assist, as needed, in addressing team members' skills development in this area.
- Royal Bank of CanadaAbbotsford, BC V2S 5A1
- Full-time
- Flexible schedule
- Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way.
- TD BankAbbotsford, BC
- $50,000–$100,000 a year
- Full-time
- Paid time off
- Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role.
- TD BankAbbotsford, BC
- $60,000–$70,000 a year
- Full-time
- Paid time off
- You have excellent people and problem-solving skills that help you build and maintain client relationships.
- TD Wealth takes a sophisticated and holistic goals…
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- Royal Bank of CanadaAbbotsford, BC V2S 5A1
- Full-time
- Applying your mindset for external marketing and client acquisition, you will develop new business for RBC and deepen client relationships.
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Job Post Details
Member Advisor - job post
(part of Tru Cooperative Bank)
3.53.5 out of 5 stars
Mission, BC
$46,900–$50,200 a year - Full-time
You must create an Indeed account before continuing to the company website to apply
Job details
Pay
- $46,900–$50,200 a year
Job type
- Full-time
Location
Mission, BC
Full job description
We are currently seeking a Member Advisor to join our team.
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.
Here’s what would be included as a part of your typical day
- Member Service: Builds strong 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 Bank products and services, participates in branch campaigns, and actively seeks potential cross-sell and/or referral opportunities during interaction with members or potential members.
- Other Responsibilities: Remains up to date on emerging trends, regulatory changes and industry best practices as well as participates in process improvement opportunities to protect the interests of the organization. Strives to meet and exceed service level agreements and productivity targets. Performs other duties as required by branch leadership. Utilizes the Day in the Life as a guideline to prioritize and manage schedules - to align efforts in reaching goals while offering a remarkable, consistent member experience across Tru Cooperative.
- Branch/Team Support: Participates fully as a team member, helps build a positive and diverse work environment, willingly assist and mentor others in the completion of work activities, and addresses communication issues efficiently.
Required Skills, Experience & Qualifications
- High School Diploma or equivalent education and/or experience required; College, Trade or Tech School Diploma (2 years) is an asset
- Completion of Tru Cooperative Sales Essentials Course, within 6 months of hire required
- Must complete the internal Tru Cooperative certification program specific to this role within the required timeframe
- 2 years of retail/customer service experience or equivalent required
- Sales and cash handling experience preferred
- Demonstrated ability to identify needs and recommend products and services to members.
- Strong interpersonal skills and ability to build relationships with current and potential members.
- Demonstrated ability to be positive, flexible to change and work in a busy environment.
- Proficient in computer software programs e.g. Microsoft Office
- Displays an understanding of risk and risk ownership by being able to demonstrate adherence to policies and procedures.
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