Member Advisor Job in North Battleford for Innovation Credit Union | Jobs.ca
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Member Advisor

November 16 2020
Industries Bank, Insurance, Financial services
Categories Bank, Insurance, Financial Services, Customer service, Customer Service, Call Centres
North Battleford, SK

MEMBER ADVISOR
Permanent Full-time

North Battleford Advice Centre

* Varied shifts that include evenings, Saturdays and Sundays

Closes February 17

At Innovation Credit Union, we redefine banking by helping Canadians simplify their lives and reach their financial goals by reinvesting profits into our members, our communities and our people. Now that’s responsible banking!

Are you driven by creating solid relationships with a passion for proactively building and growing a portfolio to helping them achieve their goals?

Are you adept at identifying members’ needs and providing world class financial service wherever our members are and whenever they need us?

Do you thrive in a digital world and are you inspired by the vision to be the most responsive and innovative financial service organization?

Are you motivated to be part of an exciting journey to become one of Canada’s first Federal Credit Unions, providing Innovation Credit Union the unique ability to seamlessly provide service to members all across Canada?

If these sound like what you want out of a career, please read on…..

THE POSITION: Reporting to the Member Advisor Supervisor, this position provides financial transaction services to members and potential members with courtesy, accuracy and speed whether it is digitally or face to face. As a member advisor, this role provides knowledgeable and timely response to inquiries and provides assistance in utilizing our products and services in a way that best meet the member’s needs, all while utilizing and promoting our omni channels and educating members on the benefits of self-service. They recognize opportunities to promote, cross-sell and refer additional credit union products and services that will best ‘help’ members meet/exceed their needs.

The person in this role is well versed in understanding the basis of great customer service and can get along with many types of people. Through being extremely organized and driven to attention to detail can effectively support the needs of those our members. Member Advisors can easily articulate the benefits and features of our products and services and asks and answers the great questions not just the obvious ones. Driven to connect with our members through one of our alternate channels, this person regularly suggests and personally uses various other technologies to provide ways to do business with Innovation Credit Union. Initiative is not an issue for people in this role. It’s what they do and who they are.

Responsibilities include:

  • Utilizing on-line terminals process member transactions such as deposits, withdrawals, loan and utility payments, money orders, credit card advances, calculation of foreign and domestic exchange, telephone transfers, cheque cashing, electronic funds transfers, and automated cash machines
  • Process member transactions such as opening new memberships and new accounts, safety deposit box entry, rental & administration; night deposit, term deposits and RRSP’s
  • Analyze members needs and assist members to utilize the products and services which best meet their needs
  • Foster business development through service excellence and product knowledge

In order to help Innovation fulfill our mission: To provide world class financial services wherever you are and whenever you need us - the successful candidate will have the ability to travel to any Advice Centre, within 200 km of the home Advice Centre, if required.

* Innovation’s Travel Practice Guidelines will be followed for travel between advice centres

Here’s where Innovation Credit Union employees set themselves apart from our competition:

  • ALWAYS participate in our constructive culture, promoting continual, effective two way communication
  • ALWAYS create an Exceptional Service Experience – Internally & Externally
  • ALWAYS strive for continuous progress to ensure our company gets better every day
  • ALWAYS commit to Continuous Learning & Professional Development
  • ALWAYS have a strong attention to detail, with the ability to delivery timely and accurate work that is compliant with required policy, procedures and legislation.
  • ALWAYS exhibit our values of Integrity, Team, Respect, Accountability, Community, Knowledgeable and Service.

Yes, we have high standards. Our members deserve it!

Some of the Skills and Abilities we would prefer to see in your application:

  • Grade 12 diploma
  • One-year post-secondary education or job-related experience or equivalent combination of education and experience
  • Excellent interpersonal and communication skills
  • Excellent keyboarding skills with working knowledge of all Microsoft Office 365 Products
  • Proven results in strong service skills

Compensation will commensurate with qualifications and experience. Innovation Credit Union offers a comprehensive employee benefits package including a 7% company matched pension plan. An attractive variable incentive program is also available.

Hourly Rate: $ - $

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