Member Consultant
Core
Deliver outstanding member service and drive branch growth by assisting members with consumer lending, new memberships, savings, insurance, and general banking transactions.
Role type
Retail banking consultant (IC)
Builds
Consumer lending products, deposit accounts, general insurance, and branch operational services for Defence community members
Domain
Banking / Financial Services
Deliverable
product features
Required skills
Customer relationship building, multitasking, prioritization, data entry, compliance adherence, sales target achievement
Preferred skills
Prior banking experience, risk awareness, cross-location collaboration
Technologies
Various banking systems
Responsibilities
Process over-the-counter transactions (deposits & withdrawals), handle inbound/outbound member calls, sell consumer lending and insurance products, maintain account records, adhere to risk and compliance policies
Seniority
Entry to Mid-level, hands-on IC
