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2 months ago
* maintaining a sustainable sales prospect pipeline, conducting sales calls and qualifying opportunities based on customer information and a high level of due diligence;
* identifying prospects in target markets, utilizing acquisition strategies and developing client retention strategies;
* monitoring client portfolios for policy compliance, including KYC, AML/ATF and Privacy, and handling reviews, renewals and other servicing;
* leading and developing a team of employees dedicated to client service excellence through motivation and mentorship;
* raising awareness of the credit union through its involvement in the community; *What We’re Looking For* Experienced and professional, the ideal candidate is a proactive individual who is comfortable working independently as well as collaboratively on a team. Possessing an entrepreneurial spirit, this individual has excellent administrative, organizational and decision-making talents and an unrelenting focus on customer service. Additionally, the ideal candidate has: * at least five years of related banking experience, with a thorough understanding of credit and deposit products and other banking services;
* commercial banking experience an asset;
* experience managing your clients’ wealth;
* a university degree or college diploma in business, commerce, marketing or a related discipline, or the equivalent combination of experience and education;
* Mutual Fund Accreditation (CIFC or CSC) along with two years in licensed sales:
* excellent communication skills with ability to build internal and external relationships based on trust; working knowledge of spoken Italian or Portuguese is welcomed;
* strong listening skills with ability to ask the right questions to truly meet the client needs;
* excellent leadership, management, and coaching skills with high level of motivation;
* entrepreneurial mindset and knowing how and when to close a sale;
* proficiency in MS Office and the banking system;
* a valid driver’s license with access to a vehicle. *Working Conditions / Physical Effort** Professional, team oriented, office environment in a branch setting.
* Standard branch hours from Monday to Friday, plus Saturdays on a rotational basis;
* Community relations and business development will involve some after-hours activities.
* Occasional travel may be required.
* Flexibility to work at and/or relocate to another branch when business needs require it.
* The physical demands are representative of those that must be met by being able to successfully perform the essential functions of the job; these include, but are not limited to: sitting, standing, lifting of items ranging up to 25 pounds in weight, driving, regular use of computer and phone. *How to Apply?* If you think you have what it takes to be a successful member of our team, please forward your resumé. At IC Savings, we are committed to accommodating people with disabilities as part of our hiring process. If you have special requirements, please advise us during the recruitment process. All submissions are confidential. IC Savings has implemented Covid-19 vaccination policy, requesting all employees, including new hires, to be fully vaccinated. The requirement to be fully vaccinated is subject to the Ontario Human Rights Code, and the Company will provide suitable accommodation, whenever possible, to individuals who cannot be vaccinated due to disability or other grounds protected by the Code. _We thank you in advance for taking the time to review our posting. If you have been selected for an interview, we will be in touch._ Job Types: Full-time, Permanent Benefits:
* Company events
* Dental care
* Disability insurance
* Employee assistance program
* Extended health care
* Life insurance
* On-site gym
* On-site parking
* Paid time off
* RRSP match
* Store discount
* Tuition reimbursement
* Vision care
Flexible language requirement:
* French not required
Schedule:
* 8 hour shift
* Day shift
* Monday to Friday
* Weekends as needed Experience:
* management: 2 years (required)
* related banking: 5 years (required)
* licensed mutual funds sales: 2 years (required) Language:
* Italian or Portuguese (preferred) Work Location: In person