Member Advisor

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.
• Innovation’s Travel Practice Guidelines will be followed.

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 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).