Financial Services Representative

2 weeks ago

London, Ontario, Canada WFCU Credit Union Full time
We are better than a bank. WFCU Credit Union is a leading, progressive and expanding financial organization.

We have a unique and exciting opportunity for you to be part of our team in London We are currently looking for a:

Financial Services Representative
The Financial Services Representative is responsible for providing excellent service to our membership.

As a Financial Services Representative, you will:

  • Contribute to the success of the retail location through the achievement of established sales goals and objectives.
  • Provide quality service to our members by assessing their needs and identifying credit union products and services to best meet those needs.
  • Increase service relationships held by members to meet established targets.
  • Promote and process investments including Investment Shares, GICs, RRSPs, RRIFs, and TFSAs.
  • Promote and process lending products including personal loans, lines of credit, overdraft protection, and applicable insurances.
  • Promote and process accounts and sundry services to meet established targets.
  • Participate in campaigns in the retail locations.
  • Process over the counter financial transactions.
  • Comply with established policies, guidelines, and procedures.
  • Any other duties as assigned.

The "must-have" skills and qualifications that we're looking for are:

  • Completed post-secondary education is required.
  • Excellent customer service and communication skills.
  • Demonstrated success in a sales or goal driven environment.
  • An energetic personality, initiative and professionalism.
  • A minimum of three years of professional experience in financial services and a sound understanding of the lending process is considered an asset.
Emily Bateman
Human Resources Coordinator - WFCU Credit Union
3000 Marentette Avenue, Windsor, Ontario N8X 4G2

Working at WFCU Credit Union


For the fourth consecutive year, WFCU Credit Union has been certified as a Great Place to Work, as well as repeatedly having been named one of the Best Workplaces in Canada.

Be part of a team committed to providing members with a high level of service while making the communities we serve the best places to live and work.


As an employee of WFCU Credit Union, you'll have the opportunity to work in a positive, goal-driven, and professional environment.

Experience our unmatched commitment to opportunities for professional and self-development, employee wellness, competitive compensation and a culture of celebration


Our award-winning HR philosophy to _
"hire the best, treat them well, and see them stay"_ is a point of pride and a key factor in our employees' success and WFCU Credit Union's success.

We seek the best and brightest professionals and provide them with ample opportunity for advancement. Our industry-leading compensation package includes comprehensive benefits and training programs plus a fantastic wellness program with several distinctive perks.

About WFCU Credit Union
WFCU Credit Union is a leading, progressive financial organization headquartered in Southwestern Ontario.

Proudly serving residents, community organizations, small businesses, commercial entities, and public institutions for over 80 years, WFCU Credit Union is the sixth-largest credit union in Ontario and 21st largest credit union in Canada.


With nine retail locations in Windsor-Essex as well as three retail locations in the Waterloo Region through ECU - A Division of WFCU Credit Union and one digital entity, Omnia Direct, we pride ourselves on serving the individual needs of over 65,000 members.


Job Types:
Full-time, Permanent

Schedule:

  • Monday to Friday
  • Weekend availability

Ability to commute/relocate:

  • London, ON: reliably commute or plan to relocate before starting work (required)

Application question(s):

  • Do you know anyone who works for WFCU Credit Union?
  • What are your salary expectations?

Experience:

  • Financial services: 3 years (preferred)

Work Location:
In person

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