Member Advisor

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profile Job Location:

Edmonton - Canada

profile Monthly Salary: Not Disclosed
Posted on: 6 hours ago
Vacancies: 1 Vacancy

Job Summary

Member Advisor

Were looking for a Member Advisor to join our team! This position is integral to the function of our organization playing a critical role in our member service team. Candidates have excellent communication and interpersonal skills a strong ability to provide knowledgeable and timely advice and a commitment to delivering exceptional customer service by effectively utilizing our products services and omni channels to meet our members needs. The key responsibilities for this role include:

  • Act as the first point of contact and the first point of resolution!
  • Respond to members inquiries by providing advice and guidance on the full range of financial products and services.
  • Promote and sell cash and non-cash related products and services.
  • Manage an assigned portfolio through strong advice and utilization of available Credit Union products and services.
  • Utilize digital solutions to create efficiencies simplify members banking needs and enhance the member experience.
  • This role will start remotely and later transition to in-person.
  • Must have the ability to travel to and cover regionally (up to 200km) as required.
    • Innovations Travel Practice Guidelines will be followed.

    Qualifications:

    • Completion of a high school diploma/GED.
    • A people person who possesses excellent communication skills.
    • Someone who values Accountability Integrity and Respect.
    • 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 Power BI).

    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 Credit Unions 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. We are proudly rooted in Saskatchewan but our vision is national or as we like to say Made in Sask Built for Canada.

    What sets us apart:

    • Commitment to Community: $1.1 million was given to local organizations last year who are making a difference
    • Strong focus on Diversity and Inclusion: Nearly 22% of InnovationNation proudly identifies as part of a designated group reflecting our strong commitment to fostering a diverse workplace
    • Benefits that start when you do: Our full-time staff participate in a 7% employer-matched pension plan extended health benefits employee and family assistance program and a staff loan rate. These benefits all start on Day 1 of employment no waiting period!

    In the spirit of Truth and Reconciliation we acknowledge that we are on the traditional territories of the many First Nations Métis and Inuit who have graced these lands for millennia.

    We are privileged to live on work on and enjoy the benefits of these lands now known as Canada.


    Required Experience:

    Unclear Seniority

    Member AdvisorWere looking for a Member Advisor to join our team! This position is integral to the function of our organization playing a critical role in our member service team. Candidates have excellent communication and interpersonal skills a strong ability to provide knowledgeable and timely ad...
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    Key Skills

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    About Company

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    Discover a secure and easy-to-use online banking account with no hidden fees. Innovation has you covered with our convenient online banking options. Join us!

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