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Wealth Support Analyst
Our Staff are committed to providing World-Class financial services wherever our members are & whenever they need us.
THE POSITION: Reporting to Manager Wealth Services and operating in a sales & service environment, this position provides a mix of solution advice and administrative services. It provides support to the Wealth team with support servicing and enhancing member experience.
Additional responsibilities include:
Achieve established goals set out for the department and organization through professional and proactive promotion of our investment products and services.
Solicit new members to join credit union; foster business development through service excellence and product knowledge
Here at Innovation Credit Union, we have a consistent set of expectations for all employees:
Actively participate in our constructive culture
ALWAYS Create an Exceptional Service Experience - Internally & Externally
Commitment to Continuous Learning & Professional Development
Informal Leadership & Flexibility to perform other duties as assigned
Visit the CAREERS page of our website for further details on this position and to apply. www.innovationcu.ca