Member Advisor

Innovation Federal Credit Union; Gull Lake; On-site; CAD 42,000 - 56,000; Full time

Benefits offered by this job

7% employer-matched pension

Extended health benefits

Employee assistance program

Staff loan rate

Job summary

Innovation Federal Credit Union is seeking a Member Advisor to deliver outstanding member service and financial guidance across our product suite. You’ll respond to inquiries, advise on banking solutions, and actively promote products to meet member needs.

You will manage a regional portfolio, leveraging digital tools to enhance efficiency and member experience, with travel up to 200 km as required.

Qualifications

• Completion of a high school diploma/GED.
• A people person who possesses excellent communication skills.
• Someone who values Accountability, Integrity, and Respect.
• Detail-oriented and risk aware, contributing to the safeguarding of our company’s assets and reputation.
• Proficient in digital literacy, including critical thinking, problem solving and navigation using digital solutions.
• Use and comfortability with a variety of Microsoft 365 applications (Excel, Teams, Viva, Power Automate, Power BI).

Responsibilities

• Act as the first point of contact and the first point of resolution!
• Respond to members’ inquiries by providing advice and guidance on the full range of financial products and services.
• Promote and sell cash and non-cash related products and services.
• Manage an assigned portfolio through strong advice and utilization of available Credit Union products and services.
• Utilize digital solutions to create efficiencies, simplify members’ banking needs, and enhance the member experience.
• Must have the ability to travel to and cover regionally (up to 200km) as required.
• Innovation’s Travel Practice Guidelines will be followed.

Skills

Communication skills

Customer service

Accountability

Integrity

Respect

Digital literacy

Education

High school diploma/GED

Tools

Microsoft Excel

Microsoft Teams

Microsoft Viva

Power Automate

Power BI

Job description

Responsibilities

We’re looking for a Member Advisor to join our team! This position is integral to the function of our organization, playing a critical role in our member service team. Candidates have excellent communication and interpersonal skills, a strong ability to provide knowledgeable and timely advice, and a commitment to delivering exceptional customer service by effectively utilizing our products, services, and omni channels to meet our members’ needs. The key responsibilities for this role include:

• Act as the first point of contact and the first point of resolution!
• Respond to members’ inquiries by providing advice and guidance on the full range of financial products and services.
• Promote and sell cash and non-cash related products and services.
• Manage an assigned portfolio through strong advice and utilization of available Credit Union products and services.
• Utilize digital solutions to create efficiencies, simplify members’ banking needs, and enhance the member experience.
• Must have the ability to travel to and cover regionally (up to 200km) as required.
• Innovation’s Travel Practice Guidelines will be followed.

Qualifications

• Completion of a high school diploma/GED.
• A people person who possesses excellent communication skills.
• Someone who values Accountability, Integrity, and Respect.
• Detail-oriented and risk aware, contributing to the safeguarding of our company’s assets and reputation.
• Proficient in digital literacy, including (but not limited to) critical thinking, problem solving and navigation using digital solutions.
• Use and comfortability with a variety of Microsoft 365 applications (Excel, Teams, Viva, Power Automate, Power BI).

About Us

Hi! We’re Innovation Federal Credit Union. Our purpose is to simplify banking for all Canadians. We like to keep it simple. We have three values – Accountability, Integrity, and Respect – and we are constantly striving to improve our organization to make it better for you (our member and prospective employee)!

How are we different from other Credit Unions? We’ve put in the work to become a federal credit union – just one of three in Canada – to secure the future of our organization and continue to grow across Canada. We are proudly rooted in Saskatchewan, but our vision is national, or as we like to say, "Made in Sask, Built for Canada".

What Sets Us Apart

• Commitment to Community: $1.1 million was given to local organizations last year who are making a difference
• Strong focus on Diversity and Inclusion: Nearly 22% of InnovationNation proudly identifies as part of a designated group, reflecting our strong commitment to fostering a diverse workplace
• Benefits that start when you do: Our full-time staff participate in a 7% employer-matched pension plan, extended health benefits, employee and family assistance program, and a staff loan rate. These benefits all start on Day 1 of employment, no waiting period!

In the spirit of Truth and Reconciliation, we acknowledge that we are on the traditional territories of the many First Nations, Métis, and Inuit who have graced these lands for millennia.

We are privileged to live on, work on and enjoy the benefits of these lands, now known as Canada.