Member Advisor

Innovation Federal Credit Union Careers; Swift Current; On-site; CAD 40,000 - 55,000; Full time

Job summary

A leading credit union in Swift Current seeks a Member Advisor to provide exceptional customer service and manage member inquiries. Ideal candidates will have a high school diploma, excellent communication skills, and proficiency in digital solutions. Responsibilities include advising members on financial products and actively promoting services to enhance the member experience. This role emphasizes accountability, integrity, and respect.

Qualifications

• Completion of a high school diploma / GED required.
• Excellent communication and interpersonal skills are essential.
• Detail-oriented and risk-aware in safeguarding company assets.

Responsibilities

• Act as the first point of contact and resolution for members.
• Provide advice on financial products and services.
• Promote and sell cash and non-cash related products.

Skills

Excellent communication skills

Interpersonal skills

Digital literacy

Problem solving

Critical thinking

Education

High school diploma / GED

Tools

Microsoft 365 applications

Job description

Member Advisor

We are 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 and 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.

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 200 km) as required.

Innovations 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).

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.