Advisory Team Lead
Affinity Credit Union
Regina, CA
3d ago

Job Purpose

Oversees the quality of the member experience, sales management, and sales and service coaching for Personal Bankers and Sales and Services Representatives.

Oversees the day-to-day operations of advice centres along with achievement of regional objectives outline by the Sales and Member Experience strategies, including Risk & Compliance.

Focuses on the overall quality and consistency of the member experience by aligning sales targets, cross-selling, and engagement of employees.

Mobility is important for this role as this position is responsible for multiple locations across a defined region.

Working Conditions

Because Affinity serves members in communities across Saskatchewan, this position will require the successful candidate to travel between all Regina locations.

Minimum Qualifications

  • Post-secondary diploma or degree in a related field, plus 3 years of related experience or an equivalent combination of education and experience
  • Ability to lead, engage, and coach employees, set clear expectations, review progress, provide feedback and guidance, and hold people accountable to achieve member centric sales outcomes
  • Experience in making expert product and service recommendations and referring to other experts to meet member’s complex needs
  • Advanced digital literacy across a broad range of channels and devices (i.e. online services, mobile applications, smartphones, tablets, etc.)
  • Date Issued : July 5, 2019Closing Date : July 21, 2019

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