Drive Financial Excellence as Member Advisor

Position: Drive Financial Excellence as Member Advisor 2
Become a part of Northern Credit Union in Arnprior as a full-time Member Advisor
2. This role combines your talent for sales with a passion for helping members achieve their financial goals.

The Member Advisor 2 will be instrumental in marketing services and managing member portfolios at our Arnprior Branch. Your focus will be on identifying lending, investment, and wealth management opportunities while championing our organizational sales culture. This role requires active participation in branch initiatives to foster strong member relationships and drive financial success.

Key Responsibilities:

• Market the organization’s various financial products

• Manage a diverse portfolio of retail member accounts

• Identify opportunities in lending and wealth management

• Engage in branch campaigns to drive member interaction

• Strive for excellence by achieving sales objectives

Requirements:

• Post-secondary education in Finance or equivalent sales experience

• Minimum 3-6 years in retail banking sales/service

• Hold a Mutual Fund License or complete it within 6 months

• Strong commitment to ongoing learning and adaptation

• Excellent relationship management abilities

Become a trusted advisor and contribute to a thriving financial environment at Northern Credit Union in Arnprior.
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