Expert Personal Banking Advisor Credit Union

Be a vital member of Cambrian Credit Union as an Expert Personal Banking Advisor, delivering comprehensive financial solutions to our diverse membership base. Enhance member experiences through personalized service and knowledgeable advice.

This senior position requires expertise in navigating complex credit and deposit services. As an Advisor, you will focus on understanding member needs, fostering long-lasting relationships, and collaborating with internal partners for comprehensive financial guidance. Your leadership will support Cambrian’s commitment to community-focused banking.

Key Responsibilities:

• Cultivate long-term relationships with new and existing members

• Provide expert advice on financial products and services

• Create and manage an annual business and marketing plan

• Process a full range of member financial transactions

• Partner with Wealth Advisors to fulfill member requirements

Requirements:

• Post-secondary education or relevant experience

• 3+ years in personal finance advisory roles

• Tech-savvy and digitally literate

• Proficiency in Microsoft applications

• Skilled in critical analysis and logical problem-solving

Employ your banking knowledge and relationship skills to advance Cambrian Credit Union's mission in our community.