Member Advisor Retail Banking Kenora (Canada)

Member Advisor Retail Banking Kenora (Canada)

05 Nov
|
Northern Credit Union
|
Canada

05 Nov

Northern Credit Union

Canada

Support financial relationships in Kenora as a full time Member Advisor 2 using retail banking sales and portfolio management skills. Northern Credit Union serves Northern Ontario communities.

Reporting to the Branch Manager, this sales-focused position markets products and services within established policies and procedures. You will attract, maintain, and coach a complete financial portfolio of retail members. The work includes identifying lending, investment, and wealth management opportunities while leveraging a mutual fund license. You will also support campaigns, promotions, and relationships with members, non-members, and business contacts.

Key Responsibilities:

- Market organizational products and services within defined policies
- Attract, maintain, and coach retail member portfolios
- Identify lending, investment,



and wealth management opportunities
- Participate actively in branch campaigns and promotions
- Establish member, non-member, and business relationships

Requirements:

- Post-secondary education or equivalent banking or sales experience
- Three to six years of progressive retail banking experience
- Experience managing a diverse sales and service portfolio
- Existing mutual fund license or completion within six months
- Commitment to continuous learning about technology, processes, policies, and products

Bring retail banking sales, portfolio management, and financial relationship skills to Northern Credit Union's Kenora branch.

📌 Member Advisor Retail Banking Kenora (Canada)
🏢 Northern Credit Union
📍 Canada

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