Thrive as a Member Advisor with Sudbury Credit Union, where you play an essential role in the financial success of your community. This full time position is all about building relationships and providing tailored financial solutions.
As a Member Advisor, your main objective will be to assist members in achieving their financial goals through effective guidance on a variety of products, including loans and investments. Your expertise and commitment to continuous learning will enhance the service provided to members in Sudbury, solidifying your role as a trusted advisor.
Key Responsibilities:
• Support members in selecting financial services
• Recommend mortgages and personal financing solutions
• Foster strong relationships within the community
• Advise on deposit accounts and investment opportunities
• Uphold the highest standards in member service
Requirements:
• Relevant diploma or similar work experience
• 3+ years in a credit union or banking capacity
• Certification as a Personal Financial Planner is essential
• Experience with both personal and commercial banking
• Must be bondable for employment
Help shape the financial landscape of Sudbury as a proactive Member Advisor.
#J-18808-Ljbffr
📌 Community-Focused Member Advisor Sudbury (Ontario)
🏢 Sudbury Credit Union
📍 Ontario
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.