Financial Service Representative

3 weeks ago

Greater Sudbury Unitary Authority ON, Canada Northern Credit Union, Inc. Full time

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. 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 for our Long Lake location.
Reporting to the Branch Manager, the Financial Services Representative (FSR) will be responsible for marketing the organization’s products and services within clearly defined policies and procedures. The FSR promotes, up-sells and cross-sells the complete range of lending and investment vehicles with an emphasis on consumer loans, mortgages, credit card products, lines of credit, deposit and retail branch term investments.
The Financial Services Representative acts as a resource for opening new member accounts and for actively soliciting membership growth opportunities by following up on incoming credit checks, staff referrals, sales initiatives and member client inquiries.
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.
High school diploma and equivalent banking or sales experience.
Two years in Lending/Investment/Advisory environment, including exposure and proven track record of meeting individual targets of supporting sales activities.
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.
Employee Win/Win Program to support local charities
Staff rates on a variety of products & services
Pension plan
Northern Credit Union is an equal opportunity employer and committed to providing an accessible recruitment process for all candidates. We welcome and encourage applications from people with disabilities. Accommodation is available on request for candidates taking part in all aspects of the selection process. If you require accommodations at any stage of the application or interview process, please contact the Human Resources Department .
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