Member Solutions Advisor (Hybrid)
HybridLangley, British Columbia, Canada
Job Summary
Conduct inbound and outbound phone, email, and live chat interactions to assess member needs, provide tailored financial advice, and refer inquiries to specialized advisors. Process member transactions including account openings, loans, and insurance products while building relationships with current and potential members. Support branch networks with backup calls, perform administrative duties such as estate administration and credit investigations, and act as multi-divisional support for technical issues. Achieve annual sales and referral targets through proactive product promotion and cross-sell opportunities. Work evenings and weekends on a rotating shift schedule within the Member Advice Centre.
Required Qualifications
- College Trade or Tech School Diploma (2 years) in a related field or equivalent combination of education and experience
- Must complete the internal Tru certification program specific to this role within the required timeframe
- 2 years of retail banking experience in a sales/service-focused position, or equivalent required
- Demonstrated ability to identify needs and recommend products and services to members
- Self-starter with ability to work independently and solve problems using common sense and sound judgment
- Proven ability to plan, organize and prioritize workload
- 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
Desired Qualifications
- Financial services, call centre, or customer support over the phone experience preferred
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