Digital Personal Banking Advisor

Job description

As a locally based financial institution, Cambrian Credit Union is known for working within our community to deliver financial advice and exceptional value to our members. At Cambrian our core purpose is working together with our members to build a financial foundation for making their dreams come true. Cambrian Credit Union is searching for a Digital Personal Banking Advisor experienced in providing complex credit and deposit advice paired with the ability to identify and educate our members on the value of our products and services, to join our team. As a senior member of the Digital Sales Team, the Digital Banking Advisor works to understand the financial needs of members or potential members providing complex credit and deposit advice as well as proactively identifying and discussing opportunities for Cambrian products and services including qualified referrals to other business units. Key responsibilities include the active management of all incoming new digital channel leads, building and growing the digital member portfolio through an in-depth review of the member’s financial picture, surpassing member’s service expectations via phone and video, promptly and actively engagin...