Surrey Bc Banking advisor Jobs – 45 Openings This Week

Member Solutions Advisor (Langley Collaboration Centre)
Tru Cooperative Bank —Langley, BC
- $49,100–$57,900 a year
- Weekends as needed
- Hybrid work
- Sales
- Microsoft Office
14d
Part-Time Junior Financial Associate
MMendoza Financial —Burnaby, BC
- $26 an hour
- Part-time
- Hybrid work
- CRM software
- Sales
- Customer service
Quick apply
Member Advisor
Envision Financial, a division of First West Credit Union —Delta, BC
- $46,900–$50,200 a year
- Full-time
- Sales
- Customer service
- Microsoft Office
3d
Banking Advisor Intern
Royal Bank of Canada —White Rock, BC
- Full-time
- Sales
6d
Controller
Crown Packaging —Richmond, BC
- $103,500–$129,000 a year
- Full-time
- CPR Certification
- Microsoft Excel
- Inventory management
- Dental care
- Vision care
Quick apply
Mortgage Specialist - Whitehorse, Yukon
Scotiabank —British Columbia
- Sales
- Communication skills
- Negotiation
- Dental care
Associate Financial Advisor
CIBC —Burnaby, BC
- Full-time
- Finance
1d
Financial Advisor - CIRO-ID (Mandarin)
CIBC —Burnaby, BC
- Full-time
Financial Advisor - 1st & Renfrew Branch - Vancouver, BC
Scotiabank —Vancouver, BC
- Sales
8d
Financial Advisor, Regional Opportunities - Metro Vancouver, BC
Scotiabank —Burnaby, BC
2d
Client Advisor
Royal Bank of Canada —Burnaby, BC
- Part-time
- Sales
7d
Relationship Manager Intern, Business Markets
Royal Bank of Canada —Burnaby, BC
- Full-time
- Business development
- Organizational skills
- Business
13d
Team Assistant, Commercial Auto (Temporary)
HUB International —Langley, BC
- $40,000–$45,000 a year
- Full-time
- Computer skills
- Phone etiquette
- No travel
- Disability insurance
- Paid time off
Assistant Branch Manager Intern
Royal Bank of Canada —Surrey, BC
- Full-time
- Sales
- Business
14h
Banking Advisor
Royal Bank of Canada —Surrey, BC
- Full-time
- Sales
Money Advisor (Temporary 9 months) - Guildford Branch
Beem Credit Union —Surrey, BC
- $47,500–$58,100 a year
- Temporary
- Sales
- Business
Financial Advisor
Royal Bank of Canada —Burnaby, BC
- Full-time
- Sales
- Finance
- Financial services
10d
Relationship Manager (Ready Now position)
Coast Capital Savings —Surrey, BC
- $65,800–$79,000 a year
- Full-time
- Finance
- Recruiting
- Business
11d
Financial Advisor
Envision Financial, a division of First West Credit Union —Delta, BC
- $52,400–$65,600 a year
- Full-time
- Microsoft Office
- Paid time off
Automotive Finance & Wealth Specialist
Westminster Toyota —New Westminster, BC
- From $150,000 a year
- Weekends as needed
- No experience needed
- Presentation skills
- Financial services
Quick apply

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banking advisor jobs near surrey bc

Member Solutions Advisor (Langley Collaboration Centre)

Tru Cooperative Bank -
Langley, BC

Apply Now

Job details

Full-time
$49,100–$57,900 a year
14 days ago

Qualifications

Live chat
Sales
Microsoft Office
Customer support
College diploma

Full job description

We are currently seeking a Member Solutions Advisor to join our team. This is a hybrid role with the opportunity to work out of one of our offices in Duncan, Kelowna, Langley, Penticton or Victoria BC.

The Member Solutions Advisor works within our Member Advice Centre which is a dynamic contact center environment serving as the primary point of contact for current and prospective members through inbound and outbound phone, email, and live chat interactions. This role is responsible for delivering exceptional service by actively assessing member needs and life stage, providing tailored financial solutions, and connecting members with the appropriate advisor for specialized support. As the first line of support for inquiries, the Member Solutions Advisor plays a key role in ensuring a seamless, positive experience for every member.

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 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.

Goals: 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.

Support: 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.

Technical Support: Acts as multi-divisional support to technical support calls/emails, as required.

This position may be required to work evenings and weekends, on a rotating shift schedule.

Required Skills, Experience & Qualifications

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.

Apply Now

Refine Your Search

banking advisor jobs in surrey bc

Member Solutions Advisor (Langley Collaboration Centre)

Part-Time Junior Financial Associate

Member Advisor

Banking Advisor Intern

Controller

Mortgage Specialist - Whitehorse, Yukon

Associate Financial Advisor

Financial Advisor - CIRO-ID (Mandarin)

Financial Advisor - 1st & Renfrew Branch - Vancouver, BC

Financial Advisor, Regional Opportunities - Metro Vancouver, BC

Client Advisor

Relationship Manager Intern, Business Markets

Team Assistant, Commercial Auto (Temporary)

Assistant Branch Manager Intern

Banking Advisor

Money Advisor (Temporary 9 months) - Guildford Branch

Financial Advisor

Relationship Manager (Ready Now position)

Financial Advisor

Automotive Finance & Wealth Specialist

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