First West Credit Union jobs in British Columbia
- Envision Financial, a division of First West...Langley, BC
- $46,900–$50,200 a year
- Full-time
- May assist members in completing forms, term deposits and applications for credit/debit cards.
- The Member Advisor – Mobile is responsible for providing…
- Valley First, a division of First West Credit...Penticton, BC
- $90,400–$115,800 a year
- Full-time
- Paid time off
- RRSP match
- Advanced knowledge of relevant legislation and statutory requirements affecting the granting of commercial credit preferred.
View similar jobs with this employerValley First, a division of First West Credit...Westbank, BC- $46,900–$50,200 a year
- Full-time
- Member Transactions: Processes a full range of member transactions including opening personal or business accounts, debit/credit cards, and deposits.
View similar jobs with this employerEnvision Financial, a division of First West...Chilliwack, BC- $56,800–$72,800 a year
- Paid time off
- RRSP match
- Lending limits will be assigned in consultation with credit services – based on experience and competency.
- Candidates, please note: if you are being considered…
View similar jobs with this employerValley First, a division of First West Credit...Kamloops, BC- $76,800–$98,400 a year
- Full-time
- Paid time off
- RRSP match
- Risk Management: Conducts annual reviews or assists in compiling documents for annual reviews on commercial accounts within assigned portfolio and ensure all…
- First West Credit UnionLangley, BC
- $64,400–$82,500 a year
- Full-time
- Paid time off
- RRSP match
- The Manager provides enterprise leadership for policy standards, document control, publishing workflows, and adoption, and leads policy and procedure…
- First West Credit UnionLangley, BC
- $64,400–$82,500 a year
- Full-time
- Paid time off
- RRSP match
- The Manager provides enterprise leadership for policy standards, document control, publishing workflows, and adoption, and leads policy and procedure…
- First West Credit UnionLangley, BC
- $49,100–$57,900 a year
- Full-time
- Paid time off
- RRSP match
- 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…
- First West Credit UnionLangley, BC
- $64,400–$82,500 a year
- Full-time
- Paid time off
- RRSP match
- 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…
- Island Savings, a division of First West Credit...Victoria, BC
- $49,100–$57,900 a year
- Full-time
- Paid time off
- RRSP match
- Activities include the completion of credit investigations, searches, preparing applications and related documentation; assists members in obtaining applicable…
- Valley First, a division of First West Credit...Kamloops, BC
- $50,000 a year
- Full-time
- Paid time off
- RRSP match
- 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…
- First West Credit UnionLangley, BC
- $90,400–$115,800 a year
- Full-time
- Paid time off
- RRSP match
- 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…
- Island Savings, a division of First West Credit...Salt Spring Island, BC
- Full-time
- Paid time off
- RRSP match
- Lending limits will be assigned in consultation with credit services, based on experience and competency.
- Candidates, please note: if you are being considered…
- First West Credit UnionLangley, BC
- $76,800–$98,400 a year
- Full-time
- Paid time off
- RRSP match
- 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…
- View all First West Credit Union jobs - Langley jobs
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- First West Credit UnionLangley, BC
- $76,800–$98,400 a year
- Full-time
- Manages the internal and external credit reporting for the credit union.
- The Senior Regulatory Reporting Specialist performs specialized regulatory reporting…
- Island Savings, a division of First West Credit...Chemainus, BC
- $90,400–$115,800 a year
- Full-time
- Paid time off
- RRSP match
- Ensures credit recommendations and/or approvals are in accordance with established policy, procedures and authorized guidelines.
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Mobile Member Advisor - job post
Job details
Pay
- $46,900–$50,200 a year
Job type
- Full-time
Location
Full job description
We are currently seeking a Member Advisor - Mobile to join our team and support our branches in Langley, Delta, Surrey, and Maple Ridge.
The Member Advisor – Mobile 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. As this is a mobile role travel will be required to multiple branches within the region depending on coverage needs.
Here’s what would be included as a part of your typical day
- 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 Tru Cooperative Bank 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 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. 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/Regional Differentiation: Based on branch needs and staffing model, the following may apply to the Member Advisor - Mobile role:
Provide initial member contact and connect members with the appropriate advisor. Schedule member appointments for advisors, and any other duties required.Required Skills, Experience & Qualifications
- High School Diploma required
- 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
- College, Trade or Tech School Diploma (2 years) preferred
- 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.