Member Advisor Assistant

Résumé du poste

The Member Advisor Assistant provides daily support to the Branch Manager and Member Advisors while serving as the primary point of contact for new members. They are also responsible for auditing files, making financial referrals, and occasionally acting as a back-up Member Service Representative.

Détails du poste

Member Advisor Assistant (Internal Posting) The Opportunity? We are currently looking for a Member Advisor Assistant. The successful candidate will provide support for the Branch Manager, Member Advisors and Member Service Representative Supervisor on a daily basis, and serve as the first point of contact for new members. They will also review and audit a range of files and reports, and make referrals to the Branch Manager and Member Advisors to support the financial well-being of our members. On occasion, the Member Advisor Assistant will act as a back-up Member Service Representative to serve our Members on the front line. What will you need to succeed? The selected Member Advisor Assistant will possess a post-secondary diploma related to finance or business administration, or an equivalent combination of education and experience. What's in it for you? continued professional development a rewarding experience to enhance your knowledge work with an amazing team Recruitment If you are interested in applying for this role please upload a cover letter outlining why you are interested and what you have done to prepare for this role. If you feel you are qualified, what are you waiting for? Send us a letter of interest by 5pm on Friday September 18th, 2026. Health & Safety All of our locations have protocols, policies and practices in place to ensure we are doing everything possible to protect our staff, members and the community. Location Sudbury Credit Union has several locations throughout the City of Greater Sudbury and there is no guarantee of work location. Candidates who require special accommodations during the application or interview process are asked to contact the HR Department. Please note that all employees of Sudbury Credit Union MUST be bondable. This includes both Criminal Record and Credit Checks. Community Minded…Just Like You

Ce que vous ferez

The Member Advisor Assistant provides daily support to the Branch Manager and Member Advisors while serving as the primary point of contact for new members. They are also responsible for auditing files, making financial referrals, and occasionally acting as a back-up Member Service Representative.

Exigences

Candidates must possess a post-secondary diploma in finance or business administration, or an equivalent combination of education and experience. Additionally, all employees must be bondable, which includes passing criminal record and credit checks.

Avantages

• Professional development

Compétences indiquées

• Service à la clientèle · Souhaitée
• Administrative Support · Souhaitée
• record keeping · Souhaitée
• Communication · Souhaitée
• Reporting · Souhaitée

Autres compétences pertinentes

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• Financial services
• Administrative support
• Customer service
• Auditing
• Reporting
• Referral management
• Communication
• Record keeping
• Administrative Support
• Record Keeping
• Business Administration
• Management
• Customer Service
• Finance
• Financial Services

Domaines d’emploi

• Finance & Accounting
• Customer Service & Support
• Administrative
• Member Advisor
• Assistant Branch Manager
• Financial and Insurance Services Branch managers
• Financial Managers