Member Advisor

Innovation Federal Credit Union; North Battleford; On-site; CAD 40,000 - 60,000; Full time

Job summary

Innovation Federal Credit Union in North Battleford, Canada is looking for a candidate who can act as the first point of contact for members, providing advice on a range of financial products and services. The ideal candidate will have a high school diploma, excellent communication skills, and be detail-oriented. Proficiency with Microsoft 365 applications, including Excel and Teams, is necessary. This role involves managing a portfolio of services and traveling up to 200km as required.

Qualifications

• Must possess excellent communication skills.
• Proficient in navigating digital solutions.
• Detail-oriented and accountable.

Responsibilities

• Act as the first point of contact for members.
• Provide advice on a range of financial products.
• Manage an assigned portfolio of services.

Skills

Excellent communication skills

Proficient in digital literacy

Detail-oriented

Education

High school diploma/GED

Tools

Microsoft Excel

Microsoft Teams

Microsoft Power Automate

Microsoft Power BI

Job description

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.

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).