Digital Banking Advisor (Woodstock)

Digital Banking Advisor (Woodstock)

15 Sep
|
Brunswick Credit Union
|
Woodstock

15 Sep

Brunswick Credit Union

Woodstock

The Banking Advisor is responsible for creating and maintaining strong member relationships through the delivery of our member advice experience. proactively selling credit union products and fostering business development as well as assisting members in utilizing credit union products and services. The role also provides lending, deposit and account opening services to current and prospective members, ensuring compliance with relevant legislation, regulations, policies and procedures. Supports members with card services, account questions, and banking needs, escalating complex matters when appropriate.

Conducts member interviews to understand lending and investment needs; gathers financial information and completes credit assessments. Prepares and processes loan and mortgage applications, verifies creditworthiness, and approves applications within assigned limits while ensuring documentation meets policy and regulatory standards. Provides advice on deposit, investment, and debt‑consolidation options, referring to specialists as needed.

Maintains robust knowledge of credit union products, services, and competitor offerings; Reviews lending reports to identify opportunities and collaborates with colleagues on credit recommendations and decisions. Risk Management and Compliance Monitors overdraft activity and enforces account limits to minimize financial risk and losses. Reviews and adheres to risk management policies and security procedures, including privacy, robbery, money laundering, and branch safety.

Shares credit information with other institutions in compliance with privacy regulations. Stays updated on relevant regulatory, industry, investment, and lending guidelines.



Proficient in the use of Microsoft Office 365 applications Proficient in Financial Analysis & Risk Proficient in relationship building skills Proficient knowledge of lending and investment products and services Proficient knowledge of policies and regulatory environment Working knowledge of financial regulatory requirements At Brunswick Credit Union, our people are our greatest asset - over 200 dedicated employees drive our success .

In return we offer a total compensation package that promotes work life balance including vacation starting at three weeks, personal days, even birthdays off. Employee wellness is a priority for us and we underscore that with 100% paid health and dental benefits and an annual wellness benefit to put towards what you feel will support your wellness journey. We take your professional development seriously too, and support employees’ growth through multiple course offerings and specialized training where fitting.

We are committed to providing a work environment that fosters inclusion, value and respect and reflects the diversity of the communities in which we live and serve. We encourage and welcome applications from traditionally underrepresented and equity‑seeking groups. however, priority will be given to Canadian citizens and permanent residents. The ability to be bonded is a condition of employment with Brunswick Credit Union.

This consists of the completion of a bonding application process which includes a criminal record and credit check. Thank you for your interest in Brunswick Credit Union.

At Brunswick Credit

Union, we do banking differently by ensuring local community‑based banking options remain a competitive and accessible choice for the communities we serve. With our network of 14 branches, 3 commercial centres and 1 local contact centre, our members can benefit from local‑based banking and personalized services in person or online. #

📌 Digital Banking Advisor (Woodstock)
🏢 Brunswick Credit Union
📍 Woodstock

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