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WU
Member Solutions Advisor – Langley Collaboration Centre
Posted last month
About the role
- Member Solutions Advisor delivering tailored financial solutions to members at Tru Cooperative Bank. Handling inquiries through various communication channels in a dynamic contact center environment.
Responsibilities
- Builds strong relationships with current and potential members; identifies member life stage cycle and provides financial advice to members or refers to appropriate advisor; works in partnership with the branch network in providing back up support for inbound calls.
- Processes a full range of member transactions including, but not limited to: opening personal or business accounts, debit/credit cards, deposits, overdraft protection, lines of credit, personal and/or investment loans (within assigned limits), and related insurance products.
- Supports achievement of annual team and individual goals and objectives through proactive promotion of Tru Cooperative Bank (Tru) products and services, participation in campaigns, and actively seeking potential cross-sell and/or referral opportunities during interaction with members or potential members. Achieves established annual sales and referral targets.
- Performs a variety of administrative duties which may include, but not limited to: administration of estates, completion of loan applications, conducting credit investigations, assisting with loan interviews, and follow-up phone calls to members, as required.
- Acts as multi-divisional support to technical support calls/emails, as required.
Requirements
- 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
- Financial services, call centre, or customer support over the phone experience preferred
- 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.
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