Member Advisor, Personal Banking

4 hours ago

Saint Brieux SK SK V Canada Affinity Credit Union Full time
We're looking for a highly engaged person to fill the role of Member Advisor, Personal Banking at our St. Brieux Advice Centre. You'll maintain and build the overall relationship with members by providing advice, banking, and lending solutions so that they can achieve their personal and financial goals.
What you'll do:

Deliver exceptional member experiences as you spot opportunities and member needs, selling deposit, investment and loan products and coordinating referrals to other specialists when appropriate
Offer member education and demonstration, using technology to deliver a remarkable member experience, drive sales, retain business, and help transition day to day banking.
Prepare documentation for account openings and lending solutions and approving loans within assigned lending limits
Complete Powers of Attorney and estates matters

What you'll get:

A competitive salary plus bonuses for your hard work
A total rewards package with health & dental benefits and health spending account
Vacation days and a paid volunteer day to help you maintain a healthy life/work balance
Referral bonuses when talent you've scouted is hired to join our team
Opportunities to advance your career with us

What you've got:

A post-secondary diploma or degree in a related field and 3 years of related experience or an equivalent combination of education and experience
Solid sales ability in growing a book, achieving targets and building a pipeline using a member-centric approach
Experience with using a broad range of digital channels and devices

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