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Added 8 mins ago
Engineering Manager, Terminal Enterprise Features
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D
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Corporate Recruiter-Banking/Insurance
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- $17.6 to $36.43 CAD / hour
- Contract
Working with one of our top financial clients, this role calls for a Corporate Recruiter-Banking/Insurance to provide full-cycle recruitment support in a fast-paced financial-services…
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…million Canadians from coast to coast, we offer a wide variety of financial services from banking and lending, to trust and credit union…
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M
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DF
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CF
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…regulatory and strategic transformation initiatives within the Financial Services…
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Added 24 mins ago
CB
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Added 24 mins ago
R
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Valley First

Member Advisor (Cherry Lane Branch)

Penticton, BC, Canada

$46,900 to $50,200 USD / year · Full-time

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Job details

Pay: $46,900 to $50,200 USD / year
Job type: Full-time
Apply by: Nov 25, 2026
Experience: 2 years of retail/customer service experience or equivalent required
Posting language: English
Posted: Oct 26, 2026

Original job description

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

Build relationships with members, identify their financial needs, provide appropriate advice or referrals, and support their use of digital banking. Process member transactions and contribute to branch sales, referral, service, and productivity goals while following policies and supporting the team.

Requirements

A high school diploma or equivalent and at least two years of retail or customer service experience are required; a two-year college, trade, or technical diploma and sales or cash-handling experience are assets. Candidates must complete the required sales course and role-specific certification, and demonstrate relationship-building, product recommendation, computer, adaptability, and risk-compliance abilities.

Skills

Member Service
Financial Conversations
Financial Advice
Relationship Building
Online Banking Support
Digital Literacy
Account Opening
Member Transactions
Sales
Referrals
Cross-Selling
Cash Handling
Interpersonal Communication
Microsoft Office
Risk Awareness
Teamwork

Visa sponsorship

Not detected in the job text

Keywords

Member Service
Financial Services
Financial Advice
Online Banking
Digital Banking
Digital Literacy
Personal Accounts
Business Accounts
Debit Cards
Credit Cards
Deposits
Sales Targets
Referral Targets
Cross-Selling
Cash Handling
Role-Specific Certification
Microsoft Office
Risk Management
Policies And Procedures
Regulatory Changes
Industry Best Practices
Process Improvement
Service Level Agreements
Branch Campaigns

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