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 Unions Kenora branch.