Personal Banking Advisor - Lethbridge

We are a financial services organization that encourages biblical stewardship, offers modern banking technology and a comprehensive range of financial services solutions with service and advice from experts. We are principled and benefit our members with low fees, great rates and profit sharing while supporting Christian organizations and providing resources to make a difference in the world. 

We have an opportunity to join our team as a full-time Personal Banking Advisor 80% FTE (working 30 hours per week) on an 18 month contract. The successful candidate is well versed in the full range of personal banking products and services offered through the credit union and contributes to the organization’s vision - “To be the recognized leader in applying Christian values to financial services” through the development of member relationships and the recommendation of personal banking solutions to meet member needs.

What are some key responsibilities?

• Utilizes strong relationship building skills to develop relationships and deliver customized personal banking solutions grounded in biblical financial principles to help members achieve their financial goals and find contentment with their finances.
• Interview members to identify lending needs relating to land secured lending, retail loans, lines of credit and overdrafts and completes related loan documentation.
• Analyzes and recommends decisions on loan applications within established lending principles and lending limits.
• Apply strong analytical and critical thinking skills to analyze financial information, assess risk, and structure credit and other financial solutions to meet regulatory, compliance and business practices requirements.

What are the skills and attributes of a Personal Banking Advisor?

• Demonstrates Christian character and the Christian Credit Union core values of humble, hungry and people smart with a desire to promote biblical financial stewardship.
• Knowledgeable in personal banking products, including both credit and investment solutions with minimum of 3 years of banking experience.
• Proficient personal lender with minimum 1 year of experience in personal lending.
• Possesses strong sales abilities (active listening, opportunity spotting, asking for the business) while demonstrating capabilities in financial analysis, critical thinking, and decision‐
• Communicates clearly and concisely; demonstrates strong written communication skills.
• Thrives in a fast-paced environment, managing multiple tasks effectively and efficiently while demonstrating sound judgment in prioritization of work activities to achieve results.
• Proficient in MS Office Suite and demonstrates strong computer literacy.
• Post secondary education in business or equivalent financial services experience.

The Compensation

A competitive salary range of $40,765.00 – $56,470.00 per annum (prorated to reflect 80% FTE) along with benefits package, deposit and loan program and education programs are all reasons to consider Christian Credit Union for your career.

Closing Date: May 27, 2024. We encourage all interested to apply.

To indicate your interest in the position, please submit your resume to: