Banking Advisor

Brunswick Credit Union; Petitcodiac; On-site; CAD 50,000 - 59,000; Full time

Job summary

Brunswick Credit Union in Petitcodiac, NB is seeking a Banking Advisor to build strong member relationships through our advice experience. You’ll handle cash/deposits, process transactions, respond to inquiries, and proactively promote products while assisting with lending, deposits, and account openings for current and prospective members.

The role emphasizes regulatory compliance, risk oversight, and collaboration with colleagues to meet branch sales goals.

Qualifications

• Post-secondary certificate or diploma in Business Administration.
• 1–3 years of industry experience including advanced written and verbal communication, financial analysis, and relationship building.

Responsibilities

• Delivers day-to-day member service, processes transactions accurately, balances daily cash, and resolves routine inquiries or issues.
• Supports members with card services, account questions, and banking needs, escalating complex matters when appropriate.
• Conducts member interviews to understand lending and investment needs; gathers financial information and completes credit assessments.
• Prepares and processes loan and mortgage applications, verifies creditworthiness, and approves applications within assigned limits while ensuring documentation meets policy and regulatory standards.
• Provides advice on deposit, investment, and debt-consolidation options, referring to specialists as needed.
• Identifies member needs and recommends appropriate products and services; participates in sales campaigns and contributes to branch sales goals.
• Maintains knowledge of credit union products, services, and regulatory environment; supports business development efforts.
• Reviews lending reports to identify opportunities and collaborates on credit recommendations and decisions.
• Monitors overdraft activity and enforces account limits to minimize financial risk and losses.
• Adheres to risk management policies, privacy, and security procedures.

Skills

Written communication

MS Office 365

Financial analysis

Relationship building

Critical thinking

Attention to detail

Lending knowledge

Regulatory knowledge

Compliance & privacy

Sales referrals

Lending principles

Education

Post-secondary certificate or diploma in Business Administration

Job description

Petitcodiac, NB
The Banking Advisor is responsible for creating and maintaining 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; proactively selling credit union products and fostering business development as well as assisting members in utilizing credit union products and services. The role also provides lending, deposit and account opening services to current and prospective members, ensuring compliance with relevant legislation, regulations, policies and procedures.

Petitcodiac Branch
Petitcodiac, NB
The Banking Advisor is responsible for creating and maintaining 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; proactively selling credit union products and fostering business development as well as assisting members in utilizing credit union products and services. The role also provides lending, deposit and account opening services to current and prospective members, ensuring compliance with relevant legislation, regulations, policies and procedures.
Key Responsibilities Of The Role Include

• Sales, Service and Growth
• Delivers day-to-day member service, processes transactions accurately, balances daily cash, and resolves routine inquiries or issues.
• Supports members with card services, account questions, and banking needs, escalating complex matters when appropriate.
• Conducts member interviews to understand lending and investment needs; gathers financial information and completes credit assessments.
• Prepares and processes loan and mortgage applications, verifies creditworthiness, and approves applications within assigned limits while ensuring documentation meets policy and regulatory standards.
• Provides advice on deposit, investment, and debt‑consolidation options, referring to specialists as needed.
• Identifies member needs and recommends appropriate products and services; participates in sales campaigns and contributes to branch sales goals.
• Maintains strong knowledge of credit union products, services, and competitor offerings; seeks referrals and supports business development efforts.
• Reviews lending reports to identify opportunities and collaborates with colleagues on credit recommendations and decisions.
• Risk Management and Compliance
• Monitors overdraft activity and enforces account limits to minimize financial risk and losses.
• Reviews and adheres to risk management policies and security procedures, including privacy, robbery, money laundering, and branch safety.
• Shares credit information with other institutions in compliance with privacy regulations.
• Stays updated on relevant regulatory, industry, investment, and lending guidelines.
• Acts as joint custodian for assigned combinations and securely maintains branch and member records.
  

The ideal candidate will have successfully completed a post-secondary certificate or diploma in Business Administration
Plus 1-3 Years Industry Experience Including

• Advanced written and verbal communication skills
• Proficient in the use of Microsoft Office 365 applications
• Proficient in Financial Analysis & Risk
• Proficient in relationship building skills
• Proficient critical thinking, ability to make decisions and exercise sound judgment
• Proficient in using attention to detail
• Proficient knowledge of lending and investment products and services
• Proficient knowledge of policies and regulatory environment
• Working knowledge of compliance and privacy requirements
• Working knowledge of financial regulatory requirements
• Working knowledge of sales, promotion and referrals
• Working knowledge of lending practices and financial principles
  

This position has an annual salary in the range of $50,150 - $59,000.
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.