Elevate member experiences as a Member Advisor in Personal Banking at our Naicam Advice Centre. Leverage relationships to provide banking solutions and advice to help members achieve their financial goals. We seek a highly engaged professional for the Member Advisor role at AF-FIN-ITY in Naicam.
This position emphasizes building robust relationships by delivering personalized banking, loan products, and education. Achieve success through technology and targeted sales strategies to support member needs and transition their banking experience. Key Responsibilities:
- Deliver exceptional member experiences and identify sales opportunities
- Educate members using technology for an enhanced experience
- Prepare documentation for account openings and loans
- Approve loans within assigned limits and manage estate matters
- Coordinate referrals to specialists for complex needs Requirements:
- Post-secondary diploma or degree in a related field
- 3 years of related experience or equivalent education
- Strong sales ability and experience in growing a member portfolio
- Proficiency with digital channels and banking devices
- Member-centric approach in service and sales Drive member satisfaction and financial success as you develop in your role at AF-FIN-ITY.
📌 Personal Banking Member Advisor Naicam
🏢 Affinity Credit Union
📍 Naicam
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