Member Advisor

Bow Valley Credit Union; Airdrie; On-site; CAD 50,000; Full time

Job summary

A leading credit union is seeking a Member Advisor in Airdrie, Alberta. This role focuses on supporting retail operations and lending services, requiring excellent customer service skills and a keen attention to detail. As a Member Advisor, you will manage member interactions while assisting with account openings, investment transactions, and compliance responsibilities. Ideal candidates should have retail banking experience and a strong educational background.

Benefits

Flex Days

Vacation

RRSP program

Benefits including HSA

Qualifications

• Minimum of a year of retail banking experience.
• Superior customer service skills with previous sales experience.
• Excellent verbal and written communication skills.

Responsibilities

• Creates a positive first impression and delivers exceptional service.
• Interviews members to recommend tailored credit solutions.
• Ensures compliance with policies and procedures in daily activities.

Skills

Customer Service

Critical Thinking

Problem Solving

Multi-tasking

Attention to Detail

Communication

Education

Grade 12 diploma or equivalent

Tools

MS Office

Job description

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Bow Valley Credit Union provided pay range

This range is provided by Bow Valley Credit Union. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

CA$50,000.00 / yr - CA$50,000.00 / yr

Direct message the job poster from Bow Valley Credit Union

HR Leader | Talent Management | People Operations | Employee Experience | Change Management

The Member Advisor will carry out a range of functions to support retail branch operations and support lending services activities. The Member Advisor will have a keen eye for detail, strong organizational and time management skills, and a sterling approach to member service. They will also have a strong awareness of all BVCU products and services.

Member Experience

• Creates a positive first impression and model exceptional service delivery at every member interaction to foster the member relationship and their overall financial health
• Supports and educates members on their financial health, including use of BVCU’s resources
• Completes new membership openings as well as personal / business openings accounts
• Discusses and completes investment transactions (registered and non-registered)
• Provides current members and potential members with suggested products and services through identifying and analyzing member needs / product and service gaps
• Proactively contacts members with investment renewal activities to retain business and support members overall financial health

Retail Credit Activities

• Interviews members and provides information on the range of credit products and services to recommend tailored solutions to meet their needs
• Inputs and evaluates mortgage applications, including verifying supporting documentation, reviewing, and ensuring accuracy of information in BVCU’s loan system
• Provides application decisions or refer applications to management / Lending Services for approval using approved limits
• Underwrites new retail loan applications, overdrafts, and simple mortgages / lines of credit
• Learns the member life cycle from a credit perspective and identify additional opportunities with members at any point of a member’s financial cycle

Compliance Responsibilities

• Ensures all policies and procedures in daily activities, including credit and compliance, to meet safety, legal, and privacy requirements
• Diary tracking, monitoring expiries, and all reporting in relation to credit

Teamwork

• Participates in a positive work environment that encourages pride, teamwork, and mutual respect
• Participates in training and development programs provided by internal and external resources
• Actively promotes BVCU’s image within the community through participation in community events and volunteerism and participate in events that are sponsored by BVCU

EDUCATION & QUALIFICATIONS :

• Grade 12 diploma or equivalent
• Minimum of a year of retail banking experience; previous DNA experience is an asset
• Superior customer service skills with previous sales experience
• Good critical thinking, problem solving, and multi-tasking skills; keen attention to detail
• Self-starter with the ability to work in team environment with confidential information
• Excellent verbal and written communication skills with a keen eye for detail
• Good investigative skills for uncovering needs for both existing and potential members to support business growth
• Proven computer skills, including a working knowledge of MS Office
• Committed to continuous learning and development

THE FINE PRINT :

• This position is on-site in Airdrie (Kingsview), Alberta
• Working Hours : Monday – Friday 8 : 45 am to 5 : 15 pm
• Must be bondable and have legal authorization to work in Canada on a full-time basis for anyone other than current employer

APPLYING WITH BVCU :

BVCU is strongly rooted in the communities we serve and have built considerable success by delivering exceptional service and products to our members to help built a strong financial future. We take great pride in the communities and are committed to helping them thrive. Total compensation includes Flex Days, vacation, RRSP program, and benefits, including an HSA.

At BVCU, we are committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants without regard to race, colour, religion, sex, and all other characteristic protected by law. We believe that diversity and inclusion is critical to our success, and we seek to recruit, develop, and retain our talent from a diverse candidate pool. The credit union reserves the right to change job accountabilities and responsibilities as business needs dictate.

BVCU thanks you for your application, but we will only be contacting successful applicants. Online applications only.

Seniority level

Seniority level

Associate

Employment type

Employment type

Full-time

Job function

Job function

Finance

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