Full Time Financial Advisor

2 weeks ago

Calgary, Alberta, Canada Connect First Credit Union Full time
Sales
Full-Time
About connectFirst Credit Union
As a credit union, we're different than a bank - and we like it that way.

At connectFirst, we spend our days helping our members achieve their financial aspirations through a community-focused approach to banking that's true to our co-operative principles.

Through the years, we've grown to become one of Alberta's leading financial institutions through a desire to connect the dots between your dreams, your goals, your community, and your financial wellness and we echo these desires through our new, consolidated connectFirst brand.

We believe that banking is about more than money - it's a cornerstone of every vibrant community and that our members should expect us to positively impact the financial success and viability of the communities that we call home.

Our members are owners, they have a say in how we operate, they earn dividends on common shares and investment shares, and they have access to an extensive array of financial products and services.

Think big, act local, take charge, and make it easy.
We're committed to providing remarkable experiences to our members, our communities, and our employees, and we're proud to be regarded as one of the best:
~ Named among Canada's Most Admired Corporate Cultures by Waterstone Human Capital
~ Recipient of Canada's Best Managed Companies award for 21 consecutive years
~$Delivers exceptional member service that builds trust through expertise, responsive service, and support to deliver what is right for every member, while balancing the interest of the credit union.

Actively seeks sales opportunities to achieve individual sales and profitability goals with current members, new member prospects, or through obtaining referrals from existing relationships to assist in building the existing book of business.

Maintains a solid working knowledge and understanding of all credit union products and services in order to foster business development through service excellence and product knowledge; remains current with procedural changes including new accounts, investments, loans and mortgages.

Processes and completes member transactions such as RRSP, term deposit sales and withdrawals, loan and utility payments, money orders, credit card advances, calculation of foreign and domestic exchange, cheque cashing, and electronic funds transfers.

Makes recommendations and processes appropriate documentation associated with the sale of all credit union products based on policies and procedures; Educates and demonstrates to members how to use other service delivery channels such as digital and self-serve, with the goal of making it easy.

Mentors other branch employees in the understanding of lending and investment products and services; resolves problems with member accounts and refers unresolved situations to senior branch staff for further action.

Reviews reports on new accounts and term maturities to identify variances and required action; Conducts routine loan audits as directed by reviewing loan reports and identifying further action required to address problem areas and initiates action in accordance with established procedures.

rents, controls and provides access to safety deposit boxes and maintains related records.

Reviews and applies Risk Management policies and procedures and audit control standards in daily activities to ensure compliance and best practice standards to mitigate risk.

Ensures all policies and procedures in daily activities to meet safety, legal and privacy requirements.

  • 4 years experience in a customer service or administrative role.
~- 2 years experience in retail banking with a demonstrated strong ability to build member relationships.
~2 – 4 years in retail lending/credit.
~ Completion of courses such as CUIC courses, Credit Union Service Representative Accreditation, etc.
Good computer skills; Strong aptitude for numbers, with fast and accurate data entry skills.
Good knowledge of the broader financial services industry and mortgage and retail lending market.
Qualified applicants are invited to apply online.
Please note applications will only be accepted online and only those applicants under consideration will be contacted.
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