Senior Personal Banking Advisor Cambrian

Join Cambrian Credit Union as a Senior Personal Banking Advisor, where you will deliver tailored financial solutions and cultivate strong member relationships. Utilize your expertise in credit and deposit services to enhance member experiences.

As a key figure in our branch team, you will be focused on understanding member needs and providing comprehensive financial advice. Your 3+ years of experience will help in developing a business pipeline while collaborating with internal Wealth and Small Business Advisors to meet client objectives.

Key Responsibilities:

• Develop lasting relationships with current and potential members

• Provide financial advice on complex credit and deposit services

• Create effective annual sales and marketing plans

• Process diverse member transactions, including loans and accounts

• Collaborate with internal partners to meet member needs

Requirements:

• Post-secondary degree or equivalent experience in finance

• 3+ years in delivering financial advice

• Strong digital literacy and proficiency in MS applications

• Critical thinker with problem-solving skills

• Adaptable in a changing priority environment

Enhance member financial health by providing personalized banking solutions and leveraging your expertise at Cambrian Credit Union.
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