Member Advisor (Rutland Branch) Full Time

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    "ExternalDescriptionStr": "<p><strong>We are currently seeking a&nbsp;full-time Member Advisor&nbsp;to join the Rutland Branch team in Kelowna.&nbsp;</strong></p><p><span style=\"font-size: 10pt;\">The Member Advisor is often the first point of contact for our members and plays a key role in creating a positive experience. This role focuses on listening carefully, understanding each member’s needs, and providing friendly, accurate support. The Member Advisor helps members with everyday banking, answers questions, supports them with online and digital banking platforms, and connects them with the right advisor or product when needed, ensuring each member feels confident, supported, and well looked after.&nbsp;</span></p><p><strong>Here’s what would be included as a part of your typical day</strong></p><ol><li><span style=\"font-size: 10pt;\"><strong>Member Service:</strong> Builds strong relationships with current and potential members; identifies member life stage cycle and provides financial advice to members or refers to appropriate advisor. Triages member questions and needs through to online banking where appropriate.</span></li><li><span style=\"font-size: 10pt;\"><strong>Member Transactions:</strong> Processes a full range of member transactions including opening personal or business accounts, debit/credit cards, and deposits. Directs members to appropriate digital channels and increase digital banking adoption as per branch goal.&nbsp; Achieves established individual sales and referral targets.&nbsp;</span></li><li><span style=\"font-size: 10pt;\"><strong>Branch Goals:</strong> Supports achievement of annual branch goals and objectives through proactive promotion of Tru Cooperative Bank products and services, participates in branch campaigns, and actively seeks potential cross-sell and/or referral opportunities during interaction with members or potential members.&nbsp;</span></li><li><span style=\"font-size: 10pt;\"><strong>Other Responsibilities:</strong> Remains up to date on emerging trends, regulatory changes and industry best practices as well as participates in process improvement opportunities to protect the interests of the organization. Strives to meet and exceed service level agreements and productivity targets. Performs other duties as required by branch leadership.&nbsp;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.</span></li><li><span style=\"font-size: 10pt;\"><strong>Branch/Team Support:</strong> Participates fully as a team member, helps build a positive and diverse work environment, willingly assist and mentor others in the completion of work activities, and addresses communication issues efficiently.&nbsp;</span></li></ol><p><strong>Required Skills, Experience &amp; Qualifications</strong></p><ul><li><span style=\"font-size: 10pt;\">High School Diploma or equivalent education and/or experience required; College, Trade or Tech School Diploma (2 years) is an asset</span></li><li><span style=\"font-size: 10pt;\">Completion of Tru Cooperative Sales Essentials Course, within 6 months of hire required</span></li><li><span style=\"font-size: 10pt;\">Must complete the internal Tru Cooperative certification program specific to this role within the required timeframe</span></li><li><span style=\"font-size: 10pt;\">2 years of retail/customer service experience or equivalent required</span></li><li><span style=\"font-size: 10pt;\">Sales and cash handling experience preferred</span></li><li><span style=\"font-size: 10pt;\">Demonstrated ability to identify needs and recommend products and services to members.</span></li><li><span style=\"font-size: 10pt;\">Strong interpersonal skills and ability to build relationships with current and potential members.</span></li><li><span style=\"font-size: 10pt;\">Demonstrated ability to be positive, flexible to change and work in a busy environment.</span></li><li><span style=\"font-size: 10pt;\">Proficient in computer software programs e.g. Microsoft Office</span></li><li><span style=\"font-size: 10pt;\">Displays an understanding of risk and risk ownership by being able to demonstrate adherence to policies and procedures.</span></li></ul><p style=\"margin-left: 36pt;\">&nbsp;</p>",
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