Consumer Advisor - Filipino Community
Consumer Advisor - Filipino Community
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Job Description
Consumer Advisor
Job Description: Were looking for a Consumer Advisor - Filipino Community to join our team! This position is integral to the function of our organization playing a critical role in our consumer lending team. The key responsibilities for this role include:
- Respond to member and non-member inquiries by providing advice and guidance on the full range of financial products and services.
- Preference will be given to those who speak Tagalog.
- Provide an avenue of opportunity for Filipino newcomers to Canada and help our members establish and set roots in our beautiful communities.
- Develop and maintain a deposit and loan portfolio and develop long-term relationships with members.
- Provide individualized financial consulting services that help simplify the members life (including insurance services) and information to members on services and investment products offered through IFCU.
- Recognize and act upon business development opportunities that would be beneficial to the organization and its members.
- Utilize digital solutions to create efficiencies simplify members banking needs and enhance the member experience.
- Ensure all deposit and loan activities are in compliance with relevant legislation regulations policies and procedures.
- Must have the ability to travel and provide coverage within the region as required.
- Innovations travel practice guidelines will be followed.
Qualifications:
- Have completed some post-secondary education plus 3-5 years job-related experience (or an equivalent combination of education and experience).
- Completion of the following CUIC courses would be considered as asset: Credit Union Products and Services Credit Union System Introduction to Financial Planning Consumer and Residential Mortgage Lending.
- Proven business development sales communication and services skills.
- Commitment to grow IFCU business attained through demonstrated use of sales and service principles.
- Demonstrated commitment to continuous education and personal development.
- Detail-oriented and risk aware contributing to the safeguarding of our companys assets and reputation.
- Proficient in digital literacy including (but not limited to) critical thinking problem solving and navigation using digital solutions.
- Use and comfortability with a variety of Microsoft 365 applications (Excel Teams Viva Power Automate PowerBI).
About Us
Hi! Were Innovation Federal Credit Union. Our purpose is to simplify banking for all Canadians. We like to keep it simple. We have three values Accountability Integrity and Respect and we are constantly striving to improve our organization to make it better for you (our member and prospective employee)!
How are we different from other financial institutions Weve put in the work to become a federal credit union just one of three in Canada to secure the future of our organization and continue to grow across Canada. Made in Sask Built for Canada!
We care about our communities and our impact - $1.1 million was given to local organizations last year who are making a difference! Nearly 22% of InnovationNation proudly identifies as part of a designated group reflecting our strong commitment to fostering diversity and inclusion. We offer our full-time staff participation in our 7% employer-matched pension plan and extended health benefit plan from Day 1 (no waiting period!).
In the spirit of Truth and Reconciliation we acknowledge that we are on the traditional territories of the many First Nations Mtis and Inuit who have graced these lands for millennial. We are privileged to live on work on and enjoy the benefits of these lands now known as Canada.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
