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Member Advisor

3 days ago

Woodstock, New Brunswick, Canada BRUNSWICK CREDIT UNION Full time

Member Advisor

One Year Contract

Woodstock, NB

The Member Advisor is the first point of contact for members, and is responsible to create and maintain strong member relationships through the delivery of our member advice experience. Service may be related to cash and deposit products; processing financial transactions including daily balancing of cash and transactions; responding to member inquiries; and assisting members in utilizing credit union products and services. The position will also be responsible to analyze customer needs and foster business development through effective communication, product knowledge, promotion, cross-selling and referrals.

Key responsibilities of the role include:

  1. Sales, Service & Growth

  2. Conduct a wide range of financial transactions while accurately balancing cash drawers and daily records.

  3. Manage ATM and night depository deposits; investigate and resolve cash discrepancies.
  4. Process debit and credit card applications in accordance with credit union policies.
  5. Deliver exceptional account support by explaining services, addressing inquiries, and assisting with account changes.
  6. Resolve member concerns and account discrepancies professionally, escalating complex issues as needed.
  7. Actively promote and cross-sell credit union products and services based on member needs.
  8. Stay current with marketing campaigns and actively participate in promotional initiatives.
  9. Assess individual member financial needs and recommend appropriate solutions.
  10. Refer complex requests or specialized services to the appropriate internal teams.
  11. Support the achievement of branch and individual sales goals.
  12. Maintain a strong understanding of credit union products, services, and competitive offerings.

  13. Identify and recommend opportunities for improving service delivery and operational efficiency.

  14. Risk Management & Compliance

  15. Adheres to security procedures as they relate to the position.

  16. Acts as joint custodian on assigned combinations; securely maintains branch and member records.
  17. Ensures that cash is within the required limits of the credit union policies and procedures.
  18. Adheres to the Government of Canada Proceeds of Crime, Money Laundering and Terrorist Financing Act, ensuring compliance with the policy and procedures.
  19. Reviews Risk Management policies and procedures (including but not limited to robbery, money laundering, privacy and branch security) on an annual basis.

The ideal candidate will have completed a High School diploma plus 1 year experience with cash including:

  • Strong oral and written communication skills.
  • In-depth knowledge of products and services.
  • Skilled in sales, promotion, and making referrals.
  • Proficient with Microsoft Office 365.
  • Strong decision-making, analytical, and problem-solving abilities.
  • Familiar with compliance, privacy, and financial regulatory requirements.

At Brunswick Credit Union, our people are our greatest asset - over 200 dedicated employees drive our success. In return we offer a total compensation package that promotes work life balance including vacation starting at three weeks, personal days, even birthdays off. Employee wellness is a priority for us and we underscore that with 100% paid health and dental benefits and an annual wellness benefit to put towards what you feel will support your wellness journey. Want to grow with us? We take your professional development seriously too, and support employees' growth through multiple course offerings and specialized training where fitting.

We are committed to providing a work environment that fosters inclusion, value and respect and reflects the diversity of the communities in which we live and serve. We encourage and welcome applications from traditionally underrepresented and equity-seeking groups. All qualified applicants will receive equal consideration; however, priority will be given to Canadian citizens and permanent residents. Should you require any accommodation during the recruitment process or otherwise, please notify us and we will work to meet your accessibility needs.

The ability to be bonded is a condition of employment with Brunswick Credit Union. This consists of the completion of a bonding application process which includes a criminal record and credit check.

Although we appreciate all applications, only those being considered for an interview will be contacted. Thank you for your interest in Brunswick Credit Union.