Member Advisor (Wilkie)

Member Advisor (Wilkie)

30 Jul
|
Innovation Federal Credit Union
|
Wilkie

30 Jul

Innovation Federal Credit Union

Wilkie

Responsibilities

We’re looking for a Member Advisor to join our team! This position is integral to the function of our organization, playing a critical role in our member service team. Candidates have excellent communication and interpersonal skills, a strong ability to provide knowledgeable and timely advice, and a commitment to delivering exceptional customer service by effectively utilizing our products, services, and omni channels to meet our members’ needs.

- 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 200 km) 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 safeguarding 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).

Benefits

- Our full‑time staff participate in a 7 % employer‑matched pension plan, extended health perks, employee and family assistance program, and a staff loan rate. These advantages all start on Day 1 of employment, no waiting period.

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📌 Member Advisor (Wilkie)
🏢 Innovation Federal Credit Union
📍 Wilkie

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