About This Opportunity: Member Advisor (Princeton Branch)
Envision Financial is currently seeking a Member Advisor (Princeton Branch) to join their team in Princeton.
This position offers an excellent opportunity for motivated individuals looking to advance their career.
Education Requirements
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No specific education requirements
Required Experience
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to align efforts in reaching goals while offering a remarkable, consistent member experience across First West.
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 FW Sales Essentials Course, within 6 months of hire required Must complete the internal First West 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 .
Microsoft Office Displays an understanding of risk and risk ownership by being able to demonstrate adherence to policies and procedures.
Position DetailsKey Responsibilities
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Effectively perform assigned job duties
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Maintain safety and cleanliness in the workplace
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Work effectively with team members
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Follow company policies and procedures
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Perform tasks according to quality standards
Qualifications
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Reliability and punctuality
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Ability to work independently and in a team
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Strong work ethic and positive attitude
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Ability to follow instructions
Why Join Envision Financial?Envision Financial offers a supportive work environment in Princeton, where employees can grow and develop their skills. This Member Advisor (Princeton Branch) position provides the opportunity to work with a dedicated team and contribute to meaningful work.
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