Mobile Member Advisor (South Point Branch)

Envision Financial

Full-time Information and Record Clerks
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Location
Surrey, British Columbia, Canada
Posted
July 20, 2026

Job Description

We are currently seeking a Member Advisor - Mobile to join our team to support our branch operations in Surrey and Tsawwassen.

The Member Advisor – Mobile is responsible for providing exceptional customer service to current and potential members by completing member transactions, providing members with solutions to their financial needs, and/or referring members to an appropriate advisor. As this is a mobile role travel will be required to multiple branches within the region depending on coverage needs.

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

  • Member Service: Provides exceptional customer service by providing advice and support to members; processes cash related transactions including, but not limited to: opening member accounts, deposits, withdrawals, utility payments, etc. May assist members in completing forms,term deposits and applications for credit/debit cards.
  • Branch Goals: Supports the achievement of a...

    • Job Details

    • Job Type
      Full-time
    • Category
      Information and Record Clerks
    • Date Posted
      July 20, 2026
    • Application Deadline
      August 29, 2026