Top Benefits
About the role
The Member Advisor will carry out a range of functions to support retail branch operations and support lending services activities. The Member Advisor will have a keen eye for detail, strong organizational and time management skills, and a sterling approach to member service. They will also have a strong awareness of all BVCU products and services.
Member Experience
- Creates a positive first impression and model exceptional service delivery at every member interaction to foster the member relationship and their overall financial health
Full-Service Member Advisor Activities
- Supports and educates members on their financial health, including use of BVCU’s resources
- Completes new membership openings as well as personal/business openings accounts
- Discusses and completes investment transactions (registered and non-registered)
- Provides current members and potential members with suggested products and services through identifying and analyzing member needs/product and service gaps
- Proactively contacts members with investment renewal activities to retain business and support members overall financial health
Retail Credit Activities
- Interviews members and provides information on the range of credit products and services to recommend tailored solutions to meet their needs
- Inputs and evaluates mortgage applications, including verifying supporting documentation, reviewing, and ensuring accuracy of information in BVCU’s loan system
- Provides application decisions or refer applications to management/Lending Services for approval using approved limits
- Underwrites new retail loan applications, overdrafts, and simple mortgages/lines of credit
- Learns the member life cycle from a credit perspective and identify additional opportunities with members at any point of a member’s financial cycle
Compliance Responsibilities
- Ensures all policies and procedures in daily activities, including credit and compliance, to meet safety, legal, and privacy requirements
- Diary tracking, monitoring expiries, and all reporting in relation to credit
Teamwork
- Participates in a positive work environment that encourages pride, teamwork, and mutual respect
- Participates in training and development programs provided by internal and external resources
- Actively promotes BVCU’s image within the community through participation in community events and volunteerism and participate in events that are sponsored by BVCU
EDUCATION & QUALIFICATIONS:
- Grade 12 diploma or equivalent
- Minimum of a year of retail banking experience; previous DNA experience is an asset
- Superior customer service skills with previous sales experience
- Good critical thinking, problem solving, and multi-tasking skills; keen attention to detail
- Self-starter with the ability to work in team environment with confidential information
- Excellent verbal and written communication skills with a keen eye for detail
- Good investigative skills for uncovering needs for both existing and potential members to support business growth
- Proven computer skills, including a working knowledge of MS Office
- Committed to continuous learning and development
THE FINE PRINT:
- This position is on-site in Airdrie (Kingsview), Alberta
- Working Hours: Monday – Friday 8:45 am to 5:15 pm
- Must be bondable and have legal authorization to work in Canada on a full-time basis for anyone other than current employer
APPLYING WITH BVCU:
BVCU is strongly rooted in the communities we serve and have built considerable success by delivering exceptional service and products to our members to help built a strong financial future. We take great pride in the communities and are committed to helping them thrive. Total compensation includes Flex Days, vacation, RRSP program, and benefits, including an HSA.
At BVCU, we are committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants without regard to race, colour, religion, sex, and all other characteristic protected by law. We believe that diversity and inclusion is critical to our success, and we seek to recruit, develop, and retain our talent from a diverse candidate pool. The credit union reserves the right to change job accountabilities and responsibilities as business needs dictate.
BVCU thanks you for your application, but we will only be contacting successful applicants. Online applications only.
About Bow Valley Credit Union
As a co-operative financial institution with more than 60 years of history, Bow Valley Credit Union is helping you achieve your goals, supporting businesses to create a thriving local economy and contributing to strong and prosperous communities. We are proud that our foundation is built on the 7 Cooperative Principles. We offer a full range of products and services for every banking need and we provide you with peace of mind, knowing that your deposits with us are 100% guaranteed by the Credit Union Deposit Guarantee Corporation (CUDGC).
Top Benefits
About the role
The Member Advisor will carry out a range of functions to support retail branch operations and support lending services activities. The Member Advisor will have a keen eye for detail, strong organizational and time management skills, and a sterling approach to member service. They will also have a strong awareness of all BVCU products and services.
Member Experience
- Creates a positive first impression and model exceptional service delivery at every member interaction to foster the member relationship and their overall financial health
Full-Service Member Advisor Activities
- Supports and educates members on their financial health, including use of BVCU’s resources
- Completes new membership openings as well as personal/business openings accounts
- Discusses and completes investment transactions (registered and non-registered)
- Provides current members and potential members with suggested products and services through identifying and analyzing member needs/product and service gaps
- Proactively contacts members with investment renewal activities to retain business and support members overall financial health
Retail Credit Activities
- Interviews members and provides information on the range of credit products and services to recommend tailored solutions to meet their needs
- Inputs and evaluates mortgage applications, including verifying supporting documentation, reviewing, and ensuring accuracy of information in BVCU’s loan system
- Provides application decisions or refer applications to management/Lending Services for approval using approved limits
- Underwrites new retail loan applications, overdrafts, and simple mortgages/lines of credit
- Learns the member life cycle from a credit perspective and identify additional opportunities with members at any point of a member’s financial cycle
Compliance Responsibilities
- Ensures all policies and procedures in daily activities, including credit and compliance, to meet safety, legal, and privacy requirements
- Diary tracking, monitoring expiries, and all reporting in relation to credit
Teamwork
- Participates in a positive work environment that encourages pride, teamwork, and mutual respect
- Participates in training and development programs provided by internal and external resources
- Actively promotes BVCU’s image within the community through participation in community events and volunteerism and participate in events that are sponsored by BVCU
EDUCATION & QUALIFICATIONS:
- Grade 12 diploma or equivalent
- Minimum of a year of retail banking experience; previous DNA experience is an asset
- Superior customer service skills with previous sales experience
- Good critical thinking, problem solving, and multi-tasking skills; keen attention to detail
- Self-starter with the ability to work in team environment with confidential information
- Excellent verbal and written communication skills with a keen eye for detail
- Good investigative skills for uncovering needs for both existing and potential members to support business growth
- Proven computer skills, including a working knowledge of MS Office
- Committed to continuous learning and development
THE FINE PRINT:
- This position is on-site in Airdrie (Kingsview), Alberta
- Working Hours: Monday – Friday 8:45 am to 5:15 pm
- Must be bondable and have legal authorization to work in Canada on a full-time basis for anyone other than current employer
APPLYING WITH BVCU:
BVCU is strongly rooted in the communities we serve and have built considerable success by delivering exceptional service and products to our members to help built a strong financial future. We take great pride in the communities and are committed to helping them thrive. Total compensation includes Flex Days, vacation, RRSP program, and benefits, including an HSA.
At BVCU, we are committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants without regard to race, colour, religion, sex, and all other characteristic protected by law. We believe that diversity and inclusion is critical to our success, and we seek to recruit, develop, and retain our talent from a diverse candidate pool. The credit union reserves the right to change job accountabilities and responsibilities as business needs dictate.
BVCU thanks you for your application, but we will only be contacting successful applicants. Online applications only.
About Bow Valley Credit Union
As a co-operative financial institution with more than 60 years of history, Bow Valley Credit Union is helping you achieve your goals, supporting businesses to create a thriving local economy and contributing to strong and prosperous communities. We are proud that our foundation is built on the 7 Cooperative Principles. We offer a full range of products and services for every banking need and we provide you with peace of mind, knowing that your deposits with us are 100% guaranteed by the Credit Union Deposit Guarantee Corporation (CUDGC).