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Publié il y a 28 jours

Mobile Member Advisor (South Point Branch)

@ First West

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Surrey, BC · Delta, BC · Tsawwassen, BC

Sur place2+ ans d’expérience
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SIGNAUX

En bref

First West is hiring a Mobile Member Advisor to support branch operations in Surrey and Tsawwassen. The role provides member service, processes cash transactions, and promotes financial products while travelling between regional branches. The posting names the Tru Cooperative certification and sales course as conditions of hire.

Responsabilités :

  • Provide member service and process cash transactions
  • Promote products and meet individual sales and referral targets
  • Perform treasury balancing and ATM maintenance
  • Support branch advisors and travel between regional branches

Résumé des exigences :

  • High school diploma required
  • Two years of retail or customer service experience required
  • Tru Cooperative Sales Essentials Course within 6 months of hire
  • Sales and cash handling experience preferred
  • Proficiency in Microsoft Office

Outils et compétences

Microsoft OfficeATM
Source et dates

Site carrière / système de candidatures · oraclecloud

Date publiée par l’employeur
2026-10-13
Première détection par notre source
2026-10-13
Mise à jour du dossier source
2026-11-10

Ces dates décrivent le dossier source, pas une vérification en direct du recrutement. Consultez l’offre originale.

Détails du poste

NiveauDébutant
DomaineService à la clientèle
Expérience2 an(s) et plus
Déplacementsavion : aucun · route : modérés
Milieu de travailMagasin
PositionAssis et debout
Exigences physiquesphysique faible · ordinateur modéré
FormationSecondaire (DES) (exigé), Collégial (DEC) (préféré)

Résumé et détails rédigés par l’IA à partir de l’offre; l’offre de l’employeur fait foi.

Postuler
ChampValeur
Offres sur Jobsy67
Description

We are currently seeking a Member Advisor - Mobile to join our team to support our branch operations in Surrey and Tsawwassen.

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

  1. 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.
  2. 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.
  3. 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.
  4. 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.
  5. 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.

#LI-DNI

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