Financial Advisor 1, Full-time, Permanent, Prince George

Integris Credit Union•Prince George, BC

8d•Onsite

About The Position

Integris, a division of Coastal Community Credit Union, is seeking a full-time, permanent Financial Advisor 1 for their River Point branch in Prince George. This role involves working closely with members to understand their financial needs and provide tailored solutions, managing and growing an assigned member portfolio, and supporting lending, deposit, and product needs. The position focuses on building strong, trusted relationships, delivering exceptional service, and achieving sales and referral goals to enhance the member experience and contribute to the organization's success.

Requirements

Strong understanding of registered and non-registered products and services offered by Integris.
Familiarity with the lending process and the ability to analyze financial statements.
Knowledge of banking systems and tools, such as T24, Collabria, Zoho CRM, BC Online, Black Book, Criterion/Pro-Lender, Landcor, Equifax, and Sagen/CMHC (or willingness to learn).
Excellent communication, organizational, time management, and sales skills, with a proven ability to take ownership and demonstrate accountability and initiative.
Completed post-secondary education in a relevant field.
1-3 years of experience in the financial services industry.

Responsibilities

Assists members with inquiries (e.g., RSP, RRIF payments, online banking) and completes transactions like cheque processing, transfers, and card services.
Opens and maintains accounts for individuals, businesses, and estates, ensuring accurate member information.
Promotes financial products and services (e.g., RRIF, RESP) tailored to members' needs.
Resolves account errors with clear communication to members and stakeholders.
Manages safety deposit boxes and ensures regulatory record-keeping.
Processes personal loan, line of credit, and mortgage applications, assessing financial information and recommending suitable options.
Sets up and maintains loans and credit products, including insurance coverage.
Follows policies, maintains compliance, and ensures proper documentation.
Provides exceptional member experiences and participates in service enhancement programs.
Identifies member needs, cross-sells products, and delivers trusted recommendations.
Meets sales and referral goals while building a member portfolio and maintaining strong relationships.
Reviews and resolves delinquent accounts, working with members to avoid recurrence.
Escalates complex delinquent files to appropriate team members.
Ensures compliance with internal and external guidelines, including Know Your Member and Anti-Money Laundering regulations.
Maintains proper documentation and reports unusual or fraudulent activity.