Member Services Advisor (Mill Bay Branch)

Role summary

Member Services Advisor (Mill Bay Branch) is a role at First West in Mill Bay, British Columbia, Canada (on-site). Posted 2026-08-17. Experience level: 0-2. No degree required.

Job title

Member Services Advisor (Mill Bay Branch)

Company

First West

Location

Mill Bay, British Columbia, Canada

Work arrangement

on-site

Category

Software Engineering

Experience level

0-2

Degree required

No

Date posted

2026-08-17

Job description

We are currently seeking a Member Services Advisor (Union) to join our team.

The Member Services Advisor provides support to current and prospective members by processing financial transactions, guiding individuals through the account opening process, and responding to inquiries across multiple channels. This role plays a key part in fostering strong member relationships through clear communication and relevant product recommendations. In addition to frontline service, the advisor contributes to administrative functions, supports branch operations and campaigns, and works toward achieving individual and team goals.

Here’s what would be included as a part of your typical day

Member Service: Delivers exceptional service to current and prospective members by responding to inquiries, providing product information, and offering technology demonstrations. Supports new members through the account opening and estates process and builds relationships through consistent engagement.

Member Transactions: Processes a broad range of financial transactions including account openings, Collabria card applications, deposits, withdrawals, ordering foreign currency, and other routine banking activities. Completes member applications for a variety of products including but not limited to registered and non-registered products and Mastercards.

Branch Support: Willingly assists and support others in the branch and fully participates as a team member. Performs tasks related to balancing treasury, ATM maintenance and troubleshooting, preparing and distributing cash orders, and cheque scanning. Carries out additional duties as required to ensure smooth daily operations.

Other Responsibilities: Coordinates member communications via email and phone, ensuring timely and professional responses. Completes updates to account signers and prepares related documentation in line with established procedures. Maintains organized and accurate records to support compliance. Utilizes the Day in the Life as a guideline to prioritize and manage schedules. Supports in providing peer training and coaching for new branch staff.

Branch Goals: Supports achievement of annual branch goals through proactive referrals, participation in campaigns, and outreach efforts. Meets individual sales and referral targets and follows up with new members to deepen engagement and drive retention.

Required Skills, Experience & Qualifications

High School Diploma required

Completion of Tru Cooperative Bank Sales Essentials Course within 6 months of hire required

1 year of retail or customer service experience or equivalent required

Cash handling experience preferred

Background and Criminal record check

Good credit score and maintaining a good credit score for the duration of employment with ISCU

A team player and a commitment to ensuring the team succeeds

Strong customer service and interpersonal skills with the ability to build relationships with current and potential members

Demonstrated ability to be positive, flexible, and adapt to a changing work environment

Strong attention to detail

Proficient in computer software programs e.g. Microsoft Office.

Time management skills

Interpersonal skills

Problem solving skills

Displays an understanding of risk and risk ownership by being able to demonstrate adherence to policies and procedures.

Completion of all mandatory Compliance training.

What’s in it for you:

First, we strive to make our team members feel genuinely rewarded. You’ll have:

Mental health coverage and resources

Customizable health benefits, as well as topped-up parental leave

Performance-based compensation, employee banking advantages and group RRSP matching

Vacation time and flexible work arrangements to support your lifestyle

We are committed to providing a fair, equitable, and competitive rewards package that reflects the value an individual brings to our organization. The compensation mentioned in this job posting should serve as a guide. The total cash compensation earned may vary based on a variety of factors including bonuses and/or incentives, an individual’s skills and experience, and may correlate with performance in the role.

We also provide and encourage opportunities for our employees to make a meaningful impact. After all, as a credit union we’re powered by giving back—in big ways and through small gestures. That's why we offer employees paid time off to volunteer, partner with thousands of local charities, build long-lasting relationships that help our members get ahead and commit to environmental, social and governance (ESG) practices.

By joining our team, you’ll be able to elevate your potential. Wherever your own purpose leads, we’re here to support you with award-winning in-house training programs, access to LinkedIn Learning, and reimbursement for external courses to help you get ahead.

Take the next step in your career as part of our team. Apply for this opportunity!

Candidates, please note: if you are being considered for this role, you will be required to complete a background check, such as employment verification, credit check and criminal record check.

Diversity, Equity, Inclusion & Belonging

At Tru Cooperative Bank, we embrace diversity regardless of gender identity or expression, sexual orientation, religion, race, ethnicity, age, diverse ability, and any aspect that makes someone unique. Inclusion is woven through our organization, from our employee-led network groups, hiring practices and education programs that address barriers and continually grow our equitable, diverse and inclusive culture.

We encourage people who are from equity-deserving groups to apply for a career with us, including women or non-binary people, persons with diverse abilities, Black, Indigenous Peoples, People of Colour and members of 2SLGBTQIA+ communities.