Member Advisor
Current• Assist members in fulfilling their day-to-day financial needs by offering them excellent customer experience by leveraging technology. • Process their banking transactions, and engage with members to spot opportunities where they could benefit from banking tools, products, services, or advice from our experts to enhance their financial health.• Performs a variety of service and sales transactions, including account openings, lending products (lines of credit, credit cards, etc.)… Show more • Assist members in fulfilling their day-to-day financial needs by offering them excellent customer experience by leveraging technology. • Process their banking transactions, and engage with members to spot opportunities where they could benefit from banking tools, products, services, or advice from our experts to enhance their financial health.• Performs a variety of service and sales transactions, including account openings, lending products (lines of credit, credit cards, etc.), deposits (RESPs, TFSAs, RRSPs, GICs, etc.), Powers of Attorney matters, estates work (payouts, deceased member account management, etc.), various cash requests, reconciliations, and processing.• Acts as a first point of contact and communicator of Affinity’s community focus, culture, and values; acts as a concierge to help draw members and non-members into our Advice Centers.• Deliver administrative tasks like appointment scheduling, opening accounts, and executing campaigns Show less