Financial Services Representative 2

Northern Credit Union•Kirkland Lake, ON

7d•Onsite

About The Position

Northern Credit Union is a full-service, locally operated financial institution offering personal and commercial banking services along with financial planning expertise to members across our footprint. Northern is committed to making a difference in members lives by providing them tools to achieve their financial goals. As a key player in the financial services marketplace of Ontario we are excited to announce that we are currently seeking a full-time Financial Services Representative 2 at our Kirkland Lake Branch. Reporting to the Market Manager, the Financial Services Representative 2 (FSR 2) will be responsible for marketing the organization’s products and services within clearly defined policies and procedures. This key sales position focuses on activities related to the profitable attraction, maintenance and coaching of a complete financial portfolio of retail members. While leveraging a mutual fund license, the FSR 2 identifies lending, investment, and wealth management opportunities to build full financial relationships with members. The Financial Services Representative 2 actively participates in branch campaigns and promotions and champions the organization's sales culture. Leveraging their expertise, they maintain an image of financial institution of choice by establishing member and non-member relationships and business contacts. They must excel at working towards a standard of excellence and striving towards reaching and exceeding goals as a self-starter and also in support of their team.

Requirements

Post-secondary education in Accounting, Finance, Commerce, Business Administration or high school diploma and equivalent banking or sales experience.
Minimum of 3-6 years of progressive experience in sales/service and managing a diverse portfolio in a retail banking environment.
A commitment to continuous learning within the scope of the duties to keep pace with changes relative to the job function, including, but not limited to, technology, processes, policies and product knowledge.
Existing Mutual Fund License or must complete license requirements within 6 months of start of role.

Responsibilities

Marketing the organization’s products and services within clearly defined policies and procedures.
Attracting, maintaining, and coaching a complete financial portfolio of retail members.
Identifying lending, investment, and wealth management opportunities to build full financial relationships with members.
Actively participating in branch campaigns and promotions.
Championing the organization's sales culture.
Establishing member and non-member relationships and business contacts.
Working towards a standard of excellence and striving towards reaching and exceeding goals as a self-starter and also in support of their team.