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Member Advisor (Cherry Lane Branch)

Penticton, BCPosted 3 months ago
On-siteonsiteentry

Job Description

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.

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Member Advisor (Cherry Lane Branch) at First West Credit Union | Renata