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Virtual Financial Consultant

3 months ago

Brandon Manitoba RJ, South West, Canada Westoba Credit Union Ltd Full time

Job Category: Member & Employee Experience

Requisition Number: VIRTU001624

Apply now

  • Posted: July 29, 2024
  • Full-Time
Locations

Showing 1 location

Virtual Services
Unit B & C 220 10th Street
Brandon, MB R7A4E8, CAN

A day in the life as a Virtual Financial Consultant:

  • You will support our membership virtually; this means meeting with members by computer or phone, as well supporting the organization from a call center atmosphere.
  • You will utilize your charismatic, outgoing and social ability to attract new business and grow what’s existing; here at Westoba, our customers are members and we rely on superior service to ensure a memorable Member Experience for every member, every time.
  • You will build long-term, quality relationships both internally and externally; you will create strong rapport with your fellow team members as you will turn to them for referrals and warm hand-offs to members; once you are in front of the member (virtually), you can let your true talent shine through by providing a service that is second-to-none and ensuring that every member leaves every interaction satisfied.
  • You will promote Westoba in the community through positive word-of-mouth, liking and sharing our social media posts and pages, as well as participating in volunteer efforts for special causes and events; here at Westoba, we are community-focused whether our own community or other communities where we live and do business in.

What you bring to the table:

  • Formal post-secondary education in Business Administration with a focus on Financial Services.
  • Minimum two years sales experience whether it be from the financial or retail industries; previous lending experience - mortgage, personal loans and lines of credit, are an asset.
  • A forward thinker with a can-do attitude who can adapt to any situation.
  • A go-getter who is not afraid to go out to grow our book of business.
  • A high-energy individual who likes variety and who can get things done.

Why Westoba?

  • Top Employer Recognition: We are proud to be recognized as a top employer in Manitoba. Our commitment to employee well-being, professional growth, and fostering a positive workplace sets us apart.
  • Inclusive Culture: We value diversity and inclusivity. Our workplace is characterized by a welcoming atmosphere where every voice is heard and respected.
  • Professional Growth: We provide ample opportunities for skill development, training, and career advancement including an annual $1000 learning & development allowance. Your growth is our priority.
  • Innovative Projects: Be part of groundbreaking projects that are shaping the future of credit unions.
  • Employee Benefits: Enjoy a competitive compensation package, comprehensive benefits & pension package, and a range of perks designed to enhance your work-life balance.
  • Collaborative Environment: Join a team that values collaboration, creativity, and teamwork.
  • Impactful Work: Your contributions will directly impact our success and the communities we serve.

Salary range for this position is $23.83 - $29.19 hourly, based on experience. Term end date - August 2025.

Grow your career with Westoba Credit Union Please submit your cover letter and resume by clicking the APPLY button. If this role is not right for you, referrals are always welcome

We thank all applicants; however, only those who are short-listed will be contacted.

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