Personal Banking Advisor - Full-time/Permanent - Calgary
Do you feel called to contribute to the building of Christ’s Kingdom work through the execution of the Vision and Mission of Christian Credit Union? 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 are seeking a Personal Banking professional who is passionate about providing banking advice in a faith-based organization.
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.
Our Mission
We encourage people to be good stewards of the financial resources God has given to them.
“Each of you should use whatever gift you have received to serve others, as faithful stewards of God’s grace in its various forms.” - 1 Peter 4:10 NIV
Our Vision
To be the recognized leader in applying Christian values to financial services.
"The earth is the Lord’s, and everything in it, the world, and all who live in it..." - Psalm 24:1 NIV
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.
Skills, knowledge and attributes:
- 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‐making.
- 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 $50,956.00 – $71,632.00 per annum along with benefits package, deposit and loan program and education programs are all reasons to consider Christian Credit Union for your career.
Leanne Zukowski, Human Resources Administrator.
We thank all applicants for their interest. Only those under consideration for the position will be contacted. Christian Credit Union is committed to providing accommodations for people with disabilities. If you require accommodation during the application process or selection process, please advise in your cover letter.