AddressDescription
Reporting to the VP Consumer Advisors, the Consumer Advisor will develop and maintain a loan and deposit portfolio and will develop long term relationships with members. This position will provide a challenging and rewarding career with opportunity to enhance your personal development and to be part of a progressive credit union.
What will you do?
- Develop and maintain a deposit and loan portfolio and develop long term relationships with members.
- Provide individualized financial consulting services that help simplify the members life (including insurance services) and information to members on services and investment products offered through the Credit Union.
- Ensure all deposit and loan activities are in compliance with relevant legislation, regulations, policies, and procedures.
- Recognize and act upon business development opportunities that would be beneficial to the organization and its members as a whole.
- Must have the ability to travel to and cover regionally as required.
Some things that would impress us:
- Have completed some post-secondary plus 3-5 years' job-related experience; or an equivalent combination of education and experience.
- Proven business development, sales, communication and service skills.
- Commitment to grow Innovation Credit Union business attained through demonstrated use of sales and service principles.
- Strong communication skills with the ability to relate well to members and coworkers.
- Demonstrated commitment to continuous education and personal development.
- Completion of the following courses would be considered an asset: Credit Union Products and Services, Credit Union System, Introduction to Financial Planning, Consumer and Residential Mortgage Lending Course.
