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Added 5 mins ago
AW
Customer Service Professional (CSP)
All Weather At Home
Saskatoon, SK
- Full-time
As a frontline team member, you shape our customers' experience with All Weather. The last mile, the final yard – every day, you have the power to create positive and lasting memories in…
Added 5 mins ago
L
Assistant Branch Manager - Office 1714
LendDirect
Medicine Hat, AB
- Full-time
As an Assistant Branch Manager, you will work alongside the Branch Manager, supporting their efforts to lead the team and deliver exceptional service to both new and existing customers,…
Added 5 mins ago
VC
Coordinator (RN/RPN) - Resident Care
Vancouver Coastal Health
Vancouver, BC
- $49.2 to $63.47 CAD / hour
- Full-time
Demonstrated ability to work collaboratively as a member of an interdisciplinary team.
Added 5 mins ago
IS
Business Systems Support Specialist
Ideal Siding
Burnaby, BC
- $58,000 to $67,000 CAD / year
- Full-time
Clarify the issue and determine whether it needs user guidance, a settings adjustment, vendor support, or another IT team member.
Added 5 mins ago
Sr Sales Strategy and Operations Manager, Central StratOps, GTM and Analytics
Amazon
Toronto, ON
The Central StratOps, GTM and Analytics team within Sales Intelligence, Tools & Enablement (SITE) builds the data foundations and operational processes that enable 4,000+ sellers to focus…
Added 5 mins ago
AF
Assistant Branch Manager - Office 1714
Attain Finance
Medicine Hat, AB
- Full-time
As an Assistant Branch Manager, you will work alongside the Branch Manager, supporting their efforts to lead the team and deliver exceptional service to both new and existing customers,…
Added 5 mins ago
CB
Production Assembler
Cornerstone Building Brands
Calgary, AB
- Full-time
Willingness to learn and be trained, with a positive attitude, strong work ethic, and commitment to being a reliable team member.
Added 19 mins ago
AC
Member Service Representative I (Full-Time, 18 Month Term) 1536 Regent
Access Credit Union
Winnipeg, MB
- Full-time
The Member Service Representative (MSR) provides a high standard of financial service to existing and potential members, processing transactions and building relationships while promoting…
Added 19 mins ago
WP
Store Leader - West 4th Ave
Warby Parker
Vancouver, BC
- Full-time
…today without them! In this position, you'll build and lead a team of service-minded Managers, Opticians, and Advisors in executing processes and creating amazing customer experiences.…
Added 19 mins ago
Trainee, Insurance Advisor
Talent Acquisition Team at Westland Insurance. Text reply only.
Lamont, AB
Participate "hands-on" as a member of the team, turning client concerns into opportunities
Added 19 mins ago
JI
Cashier
J.D. Irving, Limited
Clarenville, NL
- Part-time
…our computerized system. We’re looking for an enthusiastic team member who enjoys variety and flexibility. This role offers approximately 24 hours per week with a mix of morning, evening,…
Added 19 mins ago
S
Delivery Driver
Save-On-Foods
Saskatoon, SK
- Part-time
Put yourself in the driver’s seat of a new career! Join our growing team of Save-On-Foods delivery drivers and be a vital part of an innovative fulfillment team focused on providing Always…
Added 19 mins ago
S
Delivery Driver
Save-On-Foods
Powell River, BC
- Part-time
Put yourself in the driver’s seat of a new career! Join our growing team of Save-On-Foods delivery drivers and be a vital part of an innovative fulfillment team focused on providing Always…
Added 19 mins ago
S
Cashier (Baseline)
Save-On-Foods
Sherwood Park, AB · Baseline - Sherwood Park AB
- Part-time
With over 185 stores and nearly 22,000 team members, Save-On-Foods is Western Canada’s largest grocery retail company and a great place to grow your career. Committed to its core values of…
Added 19 mins ago
S
General Clerk (Orchard Plaza)
Save-On-Foods
Kelowna, BC · Orchard Plaza - Kelowna BC
- Part-time
With over 185 stores and nearly 22,000 team members, Save-On-Foods is Western Canada’s largest grocery retail company and a great place to grow your career. Committed to its core values of…
Added 19 mins ago
S
Deli Clerk (Jagare)
Save-On-Foods
Edmonton, AB · Jagare - Edmonton AB
- Part-time
With over 185 stores and nearly 22,000 team members, Save-On-Foods is Western Canada’s largest grocery retail company and a great place to grow your career. Committed to its core values of…
Added 19 mins ago
S
Produce Clerk (Walden)
Save-On-Foods
Calgary, AB · Walden - Calgary AB
- Part-time
With over 185 stores and nearly 22,000 team members, Save-On-Foods is Western Canada’s largest grocery retail company and a great place to grow your career. Committed to its core values of…
Added 19 mins ago
S
Cashier (Stadium)
Save-On-Foods
Edmonton, AB · Stadium - Edmonton AB
- Part-time
With over 185 stores and nearly 22,000 team members, Save-On-Foods is Western Canada’s largest grocery retail company and a great place to grow your career. Committed to its core values of…
Added 19 mins ago
JP
Sales Director - Western Region
Jim Peplinski Capital
Calgary, AB
- Full-time
Team Leadership. Build, coach and retain a high-performing Western sales team. You'll hold monthly Personal Improvement 1:1s with each team member, set SMART goals, model best-practice…
Added 19 mins ago
JT
Employment Counsellor, Job ID #8172
JVS Toronto
Toronto, ON
- Full-time
As part of our recruitment process, we may use AI-enabled tools to support resume screening and candidate matching. However, applications are reviewed by a member of our hiring team.
Added 19 mins ago
OH
Specialist, Performance Accountability & Funding Allocation
Ontario Health
North Bay, ON · Sault Ste. Marie, ON · Sudbury, ON · Thunder Bay, ON · Timmins, ON
- Full-time
At Ontario Health, we are committed to developing a strong organizational culture that connects and inspires all team members across the province. Our vision is that together, we will be a…
Added 19 mins ago
OH
Specialist, Performance, Accountability & Funding Allocation
Ontario Health
North Bay, ON · Sault Ste. Marie, ON · Sudbury, ON · Thunder Bay, ON · Timmins, ON
- Full-time
At Ontario Health, we are committed to developing a strong organizational culture that connects and inspires all team members across the province. Our vision is that together, we will be a…
Added 19 mins ago
N
Customer Service Representative
Nutreco
St. Marys, ON
- Full-time
Get ready to Own your direction as a Customer Service Representative supporting our Poultry business at Trouw Nutrition, a Nutreco company. As global leaders in animal nutrition and…
Added 19 mins ago
T
Account Manager II, Agricultural Services
TD
Mount Forest, ON · Stratford, ON
- Full-time
Participate fully as a member of the team, support a positive work environment that promotes service to the business, quality, innovation and teamwork and ensure timely communication of…
Added 19 mins ago
T
HR Operations Analyst I
TD
London, ON · Toronto, ON
- Full-time
Participate fully as a member of the team, support a positive work environment that promotes service to the business, quality, innovation and teamwork and ensure timely communication of…

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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