Member Advisor, Personal Banker

Affinity Credit Union; Naicam; Presencial; CAD 50 000 - 70 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Health benefits

Dental benefits

Health spending account

Vacation days

Volunteer day

Referral bonuses

Career advancement

Resumo da oferta

Affinity Credit Union in Naicam is seeking a highly engaged Member Advisor, Personal Banking to nurture the relationship with members by providing advice, banking and lending solutions to help them reach personal and financial goals.

You’ll spot opportunities, educate members using digital tools, prepare account and lending documentation, and manage lending within approved limits. The role supports growth of a member-centric book and may involve coordinating referrals to specialists.

Qualificações

• Post-secondary diploma or degree in a related field and 3 years of related experience.
• Solid sales ability with a track record of growing a book and meeting targets.
• Experience using digital channels and devices.

Responsabilidades

• Deliver exceptional member experiences by selling deposit, investment and loan products.
• Provide member education and demonstrate using technology to drive sales and retention.
• Prepare documentation for account openings and lending solutions and approve loans within limits.
• Complete Powers of Attorney and estates matters.

Conhecimentos

Sales ability

Book of business

Digital channels

Customer service

Formação académica

Related degree

Descrição da oferta de emprego

af-fin-i-ty (noun):

• a natural compatibility
• the name on our doors

We want our employees to feel great coming to work so that’s why we give our talent the tools to excel. After all, a remarkable employee experience leads to extraordinary experiences for our members. If you have an affinity for working in a vibrant environment where your achievements are celebrated, then a career with us sounds like the perfect fit!

We’re looking for a highly engaged person to fill the role of Member Advisor, Personal Banking at our Naicam Advice Centre. You’ll maintain and build the overall relationship with members by providing advice, banking, and lending solutions so that they can achieve their personal and financial goals.

What you’ll do:

• Deliver exceptional member experiences as you spot opportunities and member needs, selling deposit, investment and loan products and coordinating referrals to other specialists when appropriate
• Offer member education and demonstration, using technology to deliver a remarkable member experience, drive sales, retain business, and help transition day to day banking.
• Prepare documentation for account openings and lending solutions and approving loans within assigned lending limits
• Complete Powers of Attorney and estates matters

What you’ll get:

• A competitive salary plus bonuses for your hard work
• A total rewards package with health & dental benefits and health spending account
• Vacation days and a paid volunteer day to help you maintain a healthy life/work balance
• Referral bonuses when talent you’ve scouted is hired to join our team
• Opportunities to advance your career with us

What you’ve got:

• A post-secondary diploma or degree in a related field and 3 years of related experience or an equivalent combination of education and experience
• Solid sales ability in growing a book, achieving targets and building a pipeline using a member-centric approach
• Experience with using a broad range of digital channels and devices

So, what do you think? Does it sound like you’re a fit for this role?

Posting Close Date: October 12, 2026