Financial Service Representative MSC

StellerVista Credit Union • Cranbrook, BC

3d • CA$31 - CA$36 • Onsite

About The Position

As a Financial Service Representative, you will provide exceptional member experience to members and contribute to the success of the Member Solutions Centre (MSC) through the achievement of established retail sales goals and the application of member relationship management tools and techniques. Using telephone and digital technology, provide the full range of retail deposit, lending and investment services to meet individual member needs and support members in meeting their financial goals. You will also make informed referrals across all lines of business, process overdrafts and lines of credit within established loan policy and authorized limits. You may assist with estate administration. You will also actively participate in MSC product and service campaigns. Model a consistently high level of member focused, personalized quality service and share product and technical advice to assist other MSC team members in achieving the same skill level. This position is a bargaining unit position.

Requirements

• Secondary school diploma plus a minimum of approximately 4 years’ related sales and service experience from a Financial Institution.
• Accountability - to our members, the StellerVista team, and our communities.
• Responsiveness – to listen and care so to provide exceptional service and advice.
• Ability to build trust – with members and others in the StellerVista team.
• Foster belonging - our credit union promotes diversity, equity, and inclusion with our members, within our communities and each other.
• Excellent Communication skills - written and oral.
• Professional image.
• Credit Union knowledge of lending and deposit products and services.
• Personal computer literacy – keyboarding, email programs, Word, and Excel.
• Successful applicants will also be required to upgrade skills yearly by taking related courses in your education course checklist.
• Undergo a bonding process that includes a criminal record check and credit check.

Nice To Haves

• Candidates with an equivalent combination of education and experience will also be considered.

Responsibilities

• Provide exceptional member experience to members.
• Contribute to the success of the Member Solutions Centre (MSC) through the achievement of established retail sales goals.
• Apply member relationship management tools and techniques.
• Using telephone and digital technology, provide the full range of retail deposit, lending and investment services to meet individual member needs and support members in meeting their financial goals.
• Make informed referrals across all lines of business.
• Process overdrafts and lines of credit within established loan policy and authorized limits.
• Assist with estate administration.
• Actively participate in MSC product and service campaigns.
• Model a consistently high level of member focused, personalized quality service.
• Share product and technical advice to assist other MSC team members in achieving the same skill level.

Benefits

• Opportunity for professional growth and development
• A supportive and inclusive work environment
• The opportunity to make a meaningful impact in the lives of our members and the community
• A culture of living our core values in a real way – Trust, Belonging, Expertise, Shared Success & Courage
• Access to a competitive compensation package including participation in extended benefits and pension programs, health and wellness programs and a competitive vacation entitlement

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED