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Member Solutions Advisor

Company

Envision Financial

Location

Victoria, Canada

Type

Full-time

We are currently seeking a Member Solutions Advisor to join our team.

The Member Solutions Advisor is based in the member advice centre and provides exceptional customer service to current and potential members by offering a range of deposit and personal lending services. The Member Solutions Advisor identifies member life stage cycle and provides solutions to financial needs, and/or refers member to an appropriate advisor. The role also acts as the front line to inbound calls and emails.

Here’s what would be included as a part of your typical day

  • Member Service: 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.
  • Member Transactions: Processes a full range of member transactions including, but not limited to: opening person...
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