Financial Service Member Advisor Role, Penticton
Financial Service Member Advisor Role, Penticton
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Penticton, Canada
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Publiée: il y a moins d’une semaine
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Description
Become a Financial Service Member Advisor at Tru Cooperative Bank, specializing in member relations and digital banking enhancements. This role is key for building trust and optimizing member experiences.
As a Member Advisor, your mission is to deliver exceptional front-line service by engaging with members through financial discussions and digital literacy support. You’ll identify and cater to member needs, offering personalized financial solutions and directing them to the right resources. Your proactive approach will foster strong, lasting connections with members throughout their financial journeys.
Key Responsibilities:• Develop strong rapport with both current and potential members • Manage a wide range of member transactions efficiently • Promote adoption of digital banking solutions within the branch • Strive to meet sales and referral objectives • Keep abreast of industry practices and trends
Requirements:• High School Diploma or equivalent background • 2+ years of retail or customer service experience • Preferred sales and cash handling expertise • Strong interpersonal and communication skills • Proficiency in Microsoft Office software and tools
Utilize your financial service skills and relationship-building capabilities at Tru Cooperative Bank to make a difference. #J-18808-Ljbffr
As a Member Advisor, your mission is to deliver exceptional front-line service by engaging with members through financial discussions and digital literacy support. You’ll identify and cater to member needs, offering personalized financial solutions and directing them to the right resources. Your proactive approach will foster strong, lasting connections with members throughout their financial journeys.
Key Responsibilities:• Develop strong rapport with both current and potential members • Manage a wide range of member transactions efficiently • Promote adoption of digital banking solutions within the branch • Strive to meet sales and referral objectives • Keep abreast of industry practices and trends
Requirements:• High School Diploma or equivalent background • 2+ years of retail or customer service experience • Preferred sales and cash handling expertise • Strong interpersonal and communication skills • Proficiency in Microsoft Office software and tools
Utilize your financial service skills and relationship-building capabilities at Tru Cooperative Bank to make a difference. #J-18808-Ljbffr
Informations clefs
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Nom de l’entrepriseFirst West Credit Union
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Titre de posteFinancial Service Member Advisor Role
Conseils de Sécurité
Soyez vigilant lorsqu’il s’agit d’une offre stipulant explicitement qu’aucune expérience n’est requise.
Informations supplémentaires sur l’annonce
Financial Service Member Advisor Role est visible sur Locanto dans la rubrique Penticton Autres métiers.
Dans cette rubrique, il n’y a actuellement pas d’autres annonces pour Penticton.
Il y a encore plus de petites annonces dans un rayon de 15 km pour cette rubrique. Cliquez ici pour consulter ces annonces.