Relationship Banking Advisor

Brunswick Credit Union; Petitcodiac; On-site; CAD 50,000 - 59,000; Full time

Benefits offered by this job

Health and dental benefits

Vacation 3 weeks

Personal days

Birthdays off

Wellness benefit

Training and development

Job summary

Brunswick Credit Union in Petitcodiac, NB is seeking a Banking Advisor to deliver member advice, open accounts, process transactions, and support lending and investment needs. You will balance cash, respond to inquiries, and promote credit union products while ensuring policy compliance.

The ideal candidate has a post-secondary certificate or diploma in Business Administration and 1–3 years of industry experience, with strong communication and relationship-building skills.

Qualifications

• Post-secondary certificate or diploma in Business Administration.
• 1–3 years of industry experience including sales and banking knowledge.
• Strong communication and relationship-building skills.

Responsibilities

• Delivers day-to-day member service; processes transactions accurately and balances cash.
• Supports members with banking needs and card services; escalates complex issues.
• Conducts interviews to assess lending and investment needs; assesses creditworthiness.
• Prepares and processes loan and mortgage applications; ensures documentation meets policy and regulatory standards.
• Provides advice on deposit, investment and debt-consolidation options; refers to specialists as needed.
• Identifies member needs and promotes appropriate products; supports branch sales goals.
• Maintains knowledge of products and regulatory requirements; supports business development.
• Monitors risk and adheres to privacy, security and compliance procedures.

Skills

Advanced communication

Microsoft Office 365

Financial analysis

Relationship building

Critical thinking

Attention to detail

Lending and investment knowledge

Regulatory knowledge

Sales and referral skills

Product knowledge

Education

Post-secondary certificate or diploma in Business Administration

Tools

Microsoft Office 365

Job description

Brunswick Credit Union in Petitcodiac, NB is seeking a Banking Advisor to deliver member advice, open accounts, process transactions, and support lending and investment needs. You will balance cash, respond to inquiries, and promote credit union products while ensuring policy compliance.

The ideal candidate has a post-secondary certificate or diploma in Business Administration and 1–3 years of industry experience, with strong communication and relationship-building skills.