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 qualified 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
Solid 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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