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Member Advisor, Personal Banking Specialist

2 months ago

Melfort, Saskatchewan, Canada Affinity Credit Union Full time

Key Responsibilities:

  • Deliver exceptional member experiences by identifying opportunities and meeting member needs, selling deposit, investment, and loan products, and referring members to other specialists when necessary.
  • Provide member education and demonstrations, utilizing technology to deliver a remarkable member experience, drive sales, retain business, and facilitate the transition to day-to-day banking.
  • Prepare documentation for account openings and lending solutions, and approve loans within assigned lending limits.
  • Complete Powers of Attorney and estates matters.

Benefits:

  • A competitive salary, plus bonuses for outstanding performance.
  • A comprehensive total rewards package, including health and dental benefits, and a health spending account.
  • Vacation days and a paid volunteer day to maintain a healthy work-life balance.
  • Referral bonuses for successfully recruiting talented individuals to join our team.
  • Opportunities to advance your career with Affinity Credit Union.

Requirements:

  • A post-secondary diploma or degree in a related field, and three years of related experience, or an equivalent combination of education and experience.
  • Proven sales ability in growing a book, achieving targets, and building a pipeline using a member-centric approach.
  • Experience with utilizing a broad range of digital channels and devices.