Personal Banking Advisor

Position: Personal Banking Advisor at Cambrian Credit Union
Elevate your career with Cambrian Credit Union as a Personal Banking Advisor, focusing on member-centric financial services and solutions. Your experience in complex credit and deposits will be key in delivering value to our members.

In this senior role, you will foster relationships while providing essential financial advice to enhance member services. Your expertise will enable you to develop a pipeline for future opportunities and promote products that suit member needs, all while engaging with internal experts to ensure comprehensive solutions.

Key Responsibilities:

• Build and maintain relationships with members

• Offer advice on credit and deposit products

• Develop annual marketing and sales strategies

• Handle various transactions, including loans and deposits

• Partner with Wealth and Small Business Advisors

Requirements:

• Degree or diploma in business or finance

• Minimum 3 years’ experience in financial services

• Proficient in digital tools and MS Office

• Strong analytical and critical thinking skills

• Ability to manage multiple priorities effectively

Deliver innovative services and impactful financial guidance at Cambrian as a trusted advisor.
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