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Added 4 mins ago
SD
Specialized Account Executive- Simulation- Hybrid
Siemens Digital Industries Software
Montreal, QC
- Full-time
Support Quarterly Business Reviews (QBRs) and sales meetings with data-driven insights.
Added 4 mins ago
SD
Specialized Account Executive- Simulation- Hybrid
Siemens Digital Industries Software
Toronto, ON
- Full-time
Support Quarterly Business Reviews (QBRs) and sales meetings with data-driven insights.
Added 1 hour ago
PG
Administration Assistant | Pakenham
Petstock Group
Pakenham, ON
- Full-time
We are looking for a highly organised and customer-focused Administration Officer to support the day-to-day operations of our busy site. This varied role combines administration, accounts…
Added 1 hour ago
NS
Marketing Coordinator
Northern Strands Group of Companies
Saskatoon, SK
- Full-time
Our diverse Group of Companies consists of Northern Strands, Fortis Mining, Engineering, & Manufacturing, and Certified Sales & Rentals comprising 15 divisions ranging from rigging/lifting…
Added 1 hour ago
DG
Sales Manager
Dilawri Group of Companies
North Vancouver, BC
- Full-time
Audi Capilano is seeking a results‑driven and experienced Sales Manager to support the General Manager in overseeing all activities within the New and Used Sales Departments. This role is…
Added 1 hour ago
P
SALES SUPPORT- Fixed Term Contract
PreciKam
Montreal, QC
- Full-time
Sales Support provides administrative and operational support to the Business Development team to ensure effective management of customer relationships, sales opportunities, quotations, and…
Added 1 hour ago
Front End - Clerk Sales/Service - Tier II SW
Sobeys Capital Incorporated or a Franchise/Affiliate / ou une franchise/société affiliée
Brandon, MB
Responsible to support the front end manager in the overall operation of the front end department including providing management and leadership to Front End staff . Ensure operational…
Added 1 hour ago
SI
Retail Operations Supervisor
Staples Inc.
Edmonton, AB
- Full-time
Training and Development: Support training, development, and coaching of associates. Play a supporting role in performance conversations and coaching for a high-performance and…
Added 1 hour ago
I
Winter 2027: Event Marketing Coordinator Co-op (4 months)
Intuit
Toronto, ON
- Full-time
Intuit's Canadian Events & Community team is looking for an Events Co-op to support the execution of external customer events for accounting professionals, bookkeepers, and small business…
Added 1 hour ago
T
Contact Center Rep II, Everyday Banking
TD
Markham, ON
- Full-time
…a TD product or service, you’ll help us offer personalized support to our customers whenever they need it. You’ll consistently deliver legendary customer service by making it easy, creating…
Added 1 hour ago
PROPERTY ACCOUNTANT
City of Toronto
Ottawa, ON · T, ON
The Property Accountant delivers complex financial analysis and clear recommendations to support informed decision-making, effective financial management, and operational excellence. The…
Added 2 hours ago
PA
Full-Time Casual Floater Front Desk Administrator (Performance Auto Group - GTA)
Performance Auto Group
Brampton, ON
- Full-time
…telephone calls and greeting new arrivals upon arrival to the sales…
Added 2 hours ago
CO
Sales Coordinator
Cha's Organics
Montreal, QC · Greater Montreal, QC
- Full-time
Support inventory forecasting by compiling current demand and promotional expectations, and sharing relevant information with Sales, Purchasing, and Operations
Added 2 hours ago
KG
Accounting Clerk
KUTHALA GROUP
Georgetown, ON
- Full-time
Company Description Kuthala Group is a privately held company with divisions across transportation, equipment sales and leasing, storage, fleet solutions, capital lending, parts, and real…
Added 2 hours ago
LO
LensCrafters - Licensed Assistant Manager - #942 Kitchener
Luxottica of America, Inc.
Kitchener, ON
- Full-time
The Assistant Manager acts as a leader in absence of, or in support of the Store Manager & behaves as a business owner within the marketplace & LensCrafters organization. Represents…
Added 2 hours ago
LO
LensCrafters - Licensed Assistant Manager - #941 Guelph ON
Luxottica of America, Inc.
Guelph, ON
- Full-time
The Assistant Manager acts as a leader in absence of, or in support of the Store Manager & behaves as a business owner within the marketplace & LensCrafters organization. Represents…
Added 2 hours ago
CC
Commercial Services Associate
Cambrian Credit Union
Winnipeg, MB
- Full-time
…Analyst. Long-term career opportunities include positions in sales/relationship management, and risk management within Commercial…
Added 3 hours ago
MB
Sales Representative
Mercedes-Benz Burlington
Burlington, ON
- Full-time
Role Description This is a full-time, on-site Sales Representative role based at Mercedes-Benz Burlington in Burlington, ON. The Sales Representative will welcome and engage clients in the…
Added 3 hours ago
W
(CAN) Produce Department Manager
Walmart
Yorkton, SK
- Full-time
…Responsibilities include receiving merchandise, maintaining sales floor presentation, recruiting and training staff, engaging with customers, managing inventory and merchandising programs,…
Added 3 hours ago
S
Stagiaire, Marketing - Nouveaux lancements | Intern, Marketing - New launches
Sandoz
Longueuil, QC · Saint-Hubert (Sandoz)
- Full-time
The intern will support the Commercial Launch team in the pre-launch commercial preparation of the “Golden Decade” pipeline. The role will help strengthen the planning and visibility of…
Added 3 hours ago
J
Project Operations Manager (Construction)
Jobgether
Canada
- $85,000 to $105,000 CAD / year
- Full-time
Coordinate trade quotations, review scopes of work, and support vendor selection and trade awarding in collaboration with the Construction Manager.
Added 3 hours ago
CC
Credit Adjudicator
Cambrian Credit Union
Winnipeg, MB
- Full-time
Provide assistance and support to the Supervisor, Centralized Credit Adjudication as deemed necessary or required.
Added 4 hours ago
IS
Customer Service Associate (Pittsburgh, PA, United States)
Industrial Scientific
Canada
- Full-time
Provide quality telephone and email support with a high degree of customer service, expertise, and timeliness. Focused on all Customer Service Order Management responsibilities
Added 4 hours ago
C
Private Banking Associate
CIBC
London, ON
- Full-time
You will provide administrative and sales support to one or more Private Banking Advisors. As a Private Banking Associate, you will provide exceptional service to Private Banking clients by…
Added 5 hours ago
NC
Customer Service Representative - Prince George Airport
National Car Rental
Prince George, BC
- Full-time
Must have a minimum of 1 year of customer service or sales experience in retail, guest services, or administrative support

First West

Member Advisor (Cherry Lane Branch)

135 - 2111 Main Street, Penticton, BC, V2A 6W6, Canada

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Job details

Experience: 2 years of retail/customer service experience or equivalent required
Posting language: English
Posted: Oct 26, 2026

Original job description

We are currently seeking a Member Advisor to join our team at our Cherry Lane Branch in Penticton.

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.

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More about this job

Responsibilities

The Member Advisor delivers front-line financial service by identifying member needs, providing tailored solutions, and assisting with digital banking adoption. They are responsible for processing transactions, building long-term member relationships, and supporting branch sales goals.

Requirements

Candidates must have a high school diploma and at least 2 years of retail or customer service experience. Proficiency in computer software and the ability to build relationships and handle cash are essential requirements for the role.

Skills

Financial advice
Customer service
Sales
Cash handling
Relationship building
Digital literacy
Online banking
Account opening
Interpersonal skills
Microsoft Office
Risk management
Communication
Problem solving
Product promotion
Triage

Visa sponsorship

Not detected in the job text

Keywords

Member Advisor
Financial Services
Retail Banking
Customer Service
Sales Targets
Cash Handling
Digital Banking
Account Management
Relationship Management
Financial Advice
Microsoft Office
Risk Ownership
Branch Operations
Cross-selling
Regulatory Compliance

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