Member Advisor: Expert Financial Guidance & Service

Innovation Federal Credit Union; Frontier No. 19; On-site; CAD 42,000 - 60,000; Full time

Benefits offered by this job

Pension plan

Extended health benefits

Employee assistance program

Staff loan rate

Job summary

Innovation Federal Credit Union in Saskatchewan is seeking a Member Advisor to provide exceptional member service, guidance on financial products, and proactive support across omni-channels. You will manage a local portfolio, promote services, and leverage digital tools to enhance the member experience.

Travel up to 200 km regionally is required, with a commitment to accountability, integrity and respect. The role requires a high school diploma and strong communication, plus digital literacy and

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).

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.

Skills

Communication skills

Customer service

Interpersonal skills

Digital literacy

Microsoft 365 proficiency

Travel willingness

Education

High school diploma / GED

Tools

Excel

Teams

Power BI

Power Automate

Viva

Job description

Innovation Federal Credit Union in Saskatchewan is seeking a Member Advisor to provide exceptional member service, guidance on financial products, and proactive support across omni-channels. You will manage a local portfolio, promote services, and leverage digital tools to enhance the member experience.

Travel up to 200 km regionally is required, with a commitment to accountability, integrity and respect. The role requires a high school diploma and strong communication, plus digital literacy and