Conexus Credit Union
Financial Advisor, Lending
Job Description
The bigger picture
As a Financial Advisor, Lending at our Kensington branch in Saskatoon, you will be responsible for understanding the financial goals of your assigned portfolio of members and supporting their achievement. This includes the offering and fulfillment of financial services and products. As part of this role, you will specialize in all things consumer lending.
How you’ll be spending your time
Member Experience and Sales
- Proactively identify members’ financial goals and provide advice and solutions to support their achievement through the provision of introductory financial planning
- Provide account and lending products, within scope of position, to meet member needs:
- Memberships and accounts including lines of credit
- Complex consumer lending products
- Credit Cards
- Safety deposit boxes
- Mobile banking solutions
- Day to day banking needs
- Conduct proacti...