Reporting to the VP Consumer Advisors, the Consumer Advisor (Filipino Community) will develop and maintain a loan and deposit portfolio and will develop long term relationships with members. This position will build relationships with prospective members with special attention to newcomer communities, specifically our Filipino communities.
What will you do?
- Provide advice to members and prospects on all aspects of consumer banking and work to ensure both our members and our organization are well represented (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 the Credit Union.
- Ensure all deposit and loan activities are in compliance with relevant legislation, regulations, policies, and procedures.
- Recognize and act upon business development opportunities that would be beneficial to the organization and its members as a whole.
- Must have the ability to travel to and cover regionally as required.
Some things that would impress us:
- Have completed some post-secondary education plus 3-5 years job related experience; or an equivalent combination of education and experience.
- Proven business development, sales, communication and service skills.
- Commitment to grow Innovation Federal Credit Union business attained through demonstrated use of sales and service principles.
- Strong communication skills with the ability to relate well to members and coworkers.
- Demonstrated commitment to continuous education and personal development.