Consumer Advisor (Temporary Full-Time - 18 month term)

Innovation Federal Credit Union•Hodgeville, SK

3d•Onsite

About The Position

We’re looking for a Consumer Advisor to join our team! This position is integral to the function of our organization, playing a critical role in our consumer advisory team. This role will manage and grow a portfolio of members in alignment with the organization’s segmentation and sales strategy with loans, deposits and applicable wealth services. By offering responsive and advisory services to members and nonmembers, the Consumer Advisor works to understand and anticipate member needs. This means understanding who their members are, what products and services they currently have, and what products and services they are likely to need in the future.

Requirements

Have completed some post-secondary education plus 3-5 years job related experience; or an equivalent combination of education and experience.
Proven business development, sales, and service skills.
Strong communication skills with the ability to relate well to members and coworkers.
Commitment to grow Innovation Federal Credit Union business attained through demonstrated use of sales and service principles.
Detail-oriented and risk aware, contributing to the safeguarding of our company’s assets and reputation.
Proficient in digital literacy, including (but not limited to) 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).

Nice To Haves

Completion of the following CUIC courses would be considered an asset: Credit Union System, Introduction to Financial Planning, Consumer and Residential Mortgage Lending Course.

Responsibilities

Provide advice to members and prospects on all aspects of consumer banking and work to ensure both our members and our organization are well represented.
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. Innovation’s Travel Practice Guidelines will be followed.