Senior Personal Banking Advisor Cambrian

Elevate financial services as a Senior Personal Banking Advisor at Cambrian Credit Union. Engage with members to provide tailored credit and deposit solutions while fostering long-term relationships.

Cambrian Credit Union is seeking a skilled Personal Banking Advisor to join their diverse team. This senior role focuses on delivering personalized financial advice and promoting complex services tailored to member needs. Leverage your expertise to develop a strong sales pipeline and effectively support member portfolios.

Key Responsibilities:

• Build and maintain relationships with current and prospective members

• Assess and recommend relevant credit and deposit solutions

• Develop annual marketing plans targeting key member segments

• Process transactions: accounts, loans, and insurance products

• Collaborate with Advisors to enhance member services

Requirements:

• Post-secondary degree or equivalent financial services experience

• 3+ years in delivering tailored financial advice

• Strong digital literacy and proficiency in MS Office

• Excellent analytical and critical thinking skills

• Ability to manage multiple priorities effectively

Apply your relationship-building skills and financial expertise as a Personal Banking Advisor at Cambrian Credit Union.
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