Member Experience & Loans Advisor

Northern Credit Union 2; Barry's Bay; On-site; CAD 31,000 - 43,000; Full time

Benefits offered by this job

Pension plan

Staff discounts

Professional development

Volunteer program

Charitable engagement

Job summary

Northern Credit Union in Barry's Bay, Ontario, is seeking a full-time Member Associate to support branch operations, loan processing, and client records with a keen eye for compliance and service excellence. The role collaborates with Member Advisors and the Market Manager in a fast-paced environment.

Qualifications include a high school diploma (business/finance asset), 1–2 years banking experience, strong organizational skills, and proficiency with Word, Excel, and Outlook.

Qualifications

• High school diploma or equivalent; post-secondary education in business/finance is asset.
• 1–2 years banking or financial services experience preferred.
• Strong organizational, administrative, and time-management skills.
• Basic knowledge of retail loan products and banking procedures.
• Proficiency with Word, Excel, Outlook and standard office equipment.
• Excellent written and verbal communication; professional conduct.
• Ability to maintain confidentiality under pressure.

Responsibilities

• Open personal and business accounts and support estate administration.
• Assist with online banking services and processing investments and renewals.
• Promote and support Visa sales; respond to member inquiries.
• Manage branch email inbox and voicemail; schedule member appointments.
• Refer members to sales representatives or delivery channels as needed.
• Perform Member Representative duties as required.

Skills

Attention to detail

Time management

Communication

Customer service

Organization

Confidentiality

Cross-selling

Professional conduct

Education

High school diploma or equivalent

Post-secondary education in business/finance asset

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

Northern Credit Union in Barry's Bay, Ontario, is seeking a full-time Member Associate to support branch operations, loan processing, and client records with a keen eye for compliance and service excellence. The role collaborates with Member Advisors and the Market Manager in a fast-paced environment.

Qualifications include a high school diploma (business/finance asset), 1–2 years banking experience, strong organizational skills, and proficiency with Word, Excel, and Outlook.