Financial Service Representative MSC
About The Position
StellerVista Credit Union is seeking a Financial Services Representative to join their Member Solutions Centre (MSC). This role involves providing exceptional member experience, achieving retail sales goals, and utilizing member relationship management tools. The representative will use telephone and digital technology to offer a full range of retail deposit, lending, and investment services, assist members in meeting their financial goals, make referrals across business lines, process overdrafts and lines of credit, and potentially assist with estate administration. The position also requires active participation in MSC product and service campaigns, modeling high-quality member-focused service, and sharing product/technical advice with team members. This 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.
- Successful applicant will be required to undergo a bonding process that includes a criminal record check and credit check.
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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
