Personal Banking Advisor

Job Details

Description

As a locally based financial institution, Cambrian Credit Union is known for delivering value and innovative new ways of banking to our members. Everything we do at Cambrian is guided by our five simple values : Integrity and Honesty; Member Focused; Competitive; Community Involvement; and Innovative Spirit.

Cambrian Credit Union is searching for a Personal Banking Advisor  experienced in providing complex credit and deposit advice paired with the ability to identify and educate our members on the value of our products and services, to join our growing team.

As a senior member of the branch team, the Personal Banking Advisor  provides leadership and expertise and works closely with members on a day-to-day basis to deliver personalized solutions and maintain solid relationships.

In the role of Personal Banking Advisor, you will :

• Develop and nurture long-lasting relationships with current and potential members.
• Identify and understand the needs of members and provide financial advice and recommendations on complex credit and deposit services.
• Develop an effective pipeline of future business opportunities; establish and work an annual sales and marketing plans that include targeting member segments, applying prospecting tactics, utilizing referral networks and sales activity leads.
• Process a full range of member transactions including, but not limited to opening accounts, debit / credit cards, deposits, lines of credit, mortgages, personal and / or investment loans and related insurance products.
• Engage the support of Wealth and Small Business Advisors and other internal partners to meet the member’s needs.

Your experience :

Cambrian offers a work environment where teamwork and creative thinking are valued. In addition, we offer continuing professional development and a competitive total compensation package including :