Member Advisor: Banking Solutions & Member Care

Innovation Credit Union Limited; Canada; On-site; CAD 29,852 - 41,052; Full time

Benefits offered by this job

7% employer-matched pension plan

Extended health benefits

Employee and family assistance program

Job summary

A leading Canadian credit union is looking for a Member Advisor to enhance member service. This role requires excellent communication skills and a commitment to providing knowledgeable advice on financial products. The successful candidate will manage a portfolio, utilize digital solutions to meet member needs, and ensure accountability and integrity in service. Benefits include a 7% employer-matched pension plan and extended health benefits starting Day 1. This is an opportunity to contribute to a diverse and community-focused workplace.

Qualifications

• Completion of a high school diploma/GED.
• A people person with excellent communication skills.
• Detail-oriented with a focus on risk awareness.

Responsibilities

• Act as the first point of contact for members.
• Provide advice on financial products and services.
• Promote and sell products to members.

Skills

Excellent communication skills

Interpersonal skills

Detail-oriented

Digital literacy

Problem solving

Education

High school diploma/GED

Tools

Microsoft Excel

Microsoft Teams

Power BI

Job description

A leading Canadian credit union is looking for a Member Advisor to enhance member service. This role requires excellent communication skills and a commitment to providing knowledgeable advice on financial products. The successful candidate will manage a portfolio, utilize digital solutions to meet member needs, and ensure accountability and integrity in service. Benefits include a 7% employer-matched pension plan and extended health benefits starting Day 1. This is an opportunity to contribute to a diverse and community-focused workplace.