Abbotsford Bc Personal banking advisor Jobs – 14 Openings This Week

Member Advisor
Envision Financial, a division of First West Credit Union —Abbotsford, BC
- $46,900–$50,200 a year
- Full-time
- Sales
- Customer service
- Microsoft Office
- Paid time off
Mortgage Specialist - Whitehorse, Yukon
Scotiabank —British Columbia
- Sales
- Communication skills
- Negotiation
- Dental care
Senior Financial Advisor
Envision Financial, a division of First West Credit Union —Chilliwack, BC
- $56,800–$72,800 a year
- Full-time
- Microsoft Office
- Paid time off
Investment Advisor
Royal Bank of Canada —Chilliwack, BC
- Full-time
- Sales
- Business
- Marketing
Financial Advisor
Envision Financial, a division of First West Credit Union —Chilliwack, BC
- $52,400–$65,600 a year
- Full-time
- Microsoft Office
Financial Advisor, Regional Opportunities - Fraser Valley & Tri-Cities, BC
Scotiabank —Abbotsford, BC
12d
Financial Planner, Scotia Financial Planning - Mission, Chilliwack
Scotiabank —Mission, BC
- Sales
- Travel
12d
Business Advisor - Regional Opportunities - Fraser Valley and Tricities
Scotiabank —Abbotsford, BC
3d
Financial Advisor - Abbotsford Branch - Abbotsford, BC
Scotiabank —Abbotsford, BC
- Sales
5d
Financial Advisor - Sardis, British Columbia
Scotiabank —Chilliwack, BC
- Sales
4d

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personal banking advisor jobs near abbotsford bc

Member Advisor

Envision Financial, a division of First West Credit Union -
Abbotsford, BC

Apply Now

Job details

Full-time
$46,900–$50,200 a year

Qualifications

Sales
Customer service
Microsoft Office
High school diploma or GED
College diploma
Cash handling
Communication skills

Full job description

We are currently seeking a full-time Member Advisor to join our team in Abbotsford.

The Member Advisor delivers front line service by identifying and responding to member needs through thoughtful financial conversations. This role enhances digital literacy by assisting with online banking setup and addressing inquiries with accuracy and discretion. By recognizing each member’s life stage, the Member Advisor offers tailored financial solutions or refers to the appropriate advisor, fostering stronger, long-term relationships.

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. Triages member questions and needs through to online banking where appropriate.

Member Transactions: 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. Achieves established individual sales and referral targets.

Branch Goals: 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.

Other Responsibilities: 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. 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/Team Support: 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.

Required Skills, Experience & Qualifications

High School Diploma or equivalent education and/or experience required; College, Trade or Tech School Diploma (2 years) is an asset
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
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.

What’s in it for you:

First, we strive to make our team members feel genuinely rewarded. You’ll have:

Mental health coverage and resources
Customizable health benefits, as well as topped-up parental leave
Performance-based compensation, employee banking advantages and group RRSP matching
Vacation time and flexible work arrangements to support your lifestyle

We are committed to providing a fair, equitable, and competitive rewards package that reflects the value an individual brings to our organization. The compensation mentioned in this job posting should serve as a guide. The total cash compensation earned may vary based on a variety of factors including bonuses and/or incentives, an individual’s skills and experience, and may correlate with performance in the role.

We also provide and encourage opportunities for our employees to make a meaningful impact. After all, as a credit union we’re powered by giving back—in big ways and through small gestures. That's why we offer employees paid time off to volunteer, partner with thousands of local charities, build long-lasting relationships that help our members get ahead and commit to environmental, social and governance (ESG) practices.

By joining our team, you’ll be able to elevate your potential. Wherever your own purpose leads, we’re here to support you with award-winning in-house training programs, access to LinkedIn Learning, and reimbursement for external courses to help you get ahead.

Take the next step in your career as part of our team. Apply for this opportunity!

Candidates, please note: if you are being considered for this role, you will be required to complete a background check, such as employment verification, credit check and criminal record check.

Diversity, Equity, Inclusion & Belonging

At Tru Cooperative Bank, we embrace diversity regardless of gender identity or expression, sexual orientation, religion, race, ethnicity, age, diverse ability, and any aspect that makes someone unique. Inclusion is woven through our organization, from our employee-led network groups, hiring practices and education programs that address barriers and continually grow our equitable, diverse and inclusive culture.

We encourage people who are from equity-deserving groups to apply for a career with us, including women or non-binary people, persons with diverse abilities, Black, Indigenous Peoples, People of Colour and members of 2SLGBTQIA+ communities.

If an accommodation would help you during the process of applying or interviewing for a career with us, please let us know how we can assist you, whether it’s preparing materials in an alternate format, booking an accessible meeting room or other arrangement.

Your individuality is welcome here.

About Us

We’re a financial cooperative that does things differently. We provide time-tested advice that helps our members feel optimistic about their future, and we offer comprehensive banking solutions that enable people to confidently reach their goals. With the financial strength and extended branch network of a large financial institution, we maintain local connections to our communities and take a unique grassroots approach to service. Our more than 250,000 members and approximately 1,250 employees operate from 45 branches throughout the province of BC, under the Envision Financial, Valley First, Island Savings and Enderby & District Financial brands. Visit firstwestcu.ca for more information on Tru Cooperative Bank.

Please know we appreciate your interest in us but only candidates selected for an interview will be contacted.

Apply Now

Refine Your Search

personal banking advisor jobs in abbotsford bc

Member Advisor

Mortgage Specialist - Whitehorse, Yukon

Senior Financial Advisor

Investment Advisor

Financial Advisor

Financial Advisor, Regional Opportunities - Fraser Valley & Tri-Cities, BC

Financial Planner, Scotia Financial Planning - Mission, Chilliwack

Business Advisor - Regional Opportunities - Fraser Valley and Tricities

Financial Advisor - Abbotsford Branch - Abbotsford, BC

Financial Advisor - Sardis, British Columbia

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