About Company
Interior Savings Credit Union is more than just a financial institution; we’re a community partner deeply rooted in the Interior of British Columbia. For over 80 years, we’ve been dedicated to empowering our members to achieve their financial goals while actively investing in the health and vitality of the communities we serve. With a commitment to local decision-making and a member-first philosophy, we offer a comprehensive range of banking, wealth management, and insurance services designed to meet the diverse needs of individuals, families, and businesses. We believe in fostering a supportive and inclusive work environment where our employees can thrive, grow, and make a tangible difference in the lives of our members every day. Join a team where your contributions are valued, and your career journey is supported by a rich culture of collaboration and community engagement.
Job Description
Are you a highly organized, empathetic, and detail-oriented individual with a passion for delivering exceptional client experiences? Interior Savings Credit Union is seeking a dedicated Remote Client Onboarding Coordinator to join our growing team. In this pivotal role, you will be the welcoming face (and voice) of our organization for new members, guiding them seamlessly through their initial journey with us from the comfort of your home office. This is more than just a coordination role; it’s about building foundational relationships and ensuring every new member feels valued, understood, and confident in their decision to bank with Interior Savings. You will act as a primary point of contact, ensuring a frictionless transition from prospect to fully engaged member.
As a Remote Client Onboarding Coordinator, you will play a critical role in shaping the first impressions our new clients have, setting the stage for long-term relationships. You will be responsible for managing the end-to-end onboarding process for a diverse portfolio of individual and business members, primarily through digital channels. This involves everything from initial contact and documentation review to setting up accounts, introducing them to our suite of services, and proactively addressing any questions or concerns they may have. You will skillfully navigate our internal systems, verify critical information, and ensure compliance with all regulatory requirements, all while maintaining a friendly and supportive demeanor. Leveraging your strong communication skills and a deep understanding of our products, you will ensure a smooth, efficient, and personalized experience that exceeds expectations. Your daily tasks will include conducting virtual welcome calls, processing new account applications, explaining terms and conditions, and educating new members on how to best utilize our online banking tools and resources.
This remote position offers the flexibility to work from anywhere within British Columbia, while remaining an integral part of our Kamloops-based team. You will be equipped with the necessary tools and technology to excel in a virtual environment, maintaining close collaboration with various internal departments, including retail banking, wealth management, and our digital services team. Success in this role requires not only meticulous attention to detail and strong administrative capabilities but also a proactive, problem-solving mindset and an unwavering commitment to member satisfaction. We are looking for someone who thrives on helping others, possesses an innate ability to simplify complex information, and can adapt quickly to evolving member needs and technological advancements. If you are eager to contribute to a values-driven organization and make a significant impact on our members’ financial well-being, we invite you to apply.
Key Responsibilities
- Manage the end-to-end remote onboarding process for new individual and business members.
- Conduct virtual welcome calls and meetings to introduce new members to Interior Savings.
- Accurately process new account applications, verify documentation, and ensure regulatory compliance.
- Educate members on available products, services, and digital banking tools.
- Act as the primary point of contact for new member inquiries during the initial onboarding phase.
- Collaborate with internal teams (e.g., retail, wealth management, IT) to resolve member issues and ensure smooth transitions.
- Maintain meticulous records of all onboarding activities and member communications.
Required Skills
- 2+ years of experience in a client-facing role, preferably in financial services or a related industry.
- Exceptional verbal and written communication skills with a professional and empathetic tone.
- Proven ability to manage multiple tasks and prioritize effectively in a fast-paced environment.
- Strong attention to detail and accuracy in documentation and data entry.
- Proficiency with CRM software, Microsoft Office Suite, and virtual communication tools.
- Ability to work independently and collaboratively in a remote team setting.
- Demonstrated problem-solving skills and a proactive approach to client satisfaction.
Preferred Qualifications
- Post-secondary education in Business Administration, Finance, or a related field.
- Familiarity with credit union operations and financial products.
- Experience with digital onboarding platforms or processes.
- Bilingualism (English and French) is an asset.
Perks & Benefits
- Competitive salary and comprehensive benefits package.
- Generous vacation and paid time off.
- Opportunities for professional development and career growth.
- A supportive, remote-first work environment with a strong team culture.
- Defined contribution pension plan.
- Employee wellness programs and resources.
How to Apply
Ready to make a difference? We invite you to explore this exciting opportunity and become a part of the Interior Savings Credit Union family. Please click on the application link below to submit your resume and cover letter, outlining your relevant experience and why you are the ideal candidate for this role.