Financial Experience Advisor, Drumheller Branch

1 month ago

Canada, CA Connect First Credit Union Full time
Financial Experience Advisor, Drumheller Branch

Job Category: Sales

Requisition Number: FINAN002446

Posted: July 8, 2024

Full-Time

Key Accountabilities:

  • 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.
  • Supports the achievement of annual branch goals and objectives through proactive promotion of CFCU’s products and services, participation in branch campaigns, and actively seeking potential cross-sell and/or referral opportunities during interaction with members or non-members.
  • Conducts interviews with members and provides information on the full range of loan, and deposit products and services to recommend tailored solutions to meet their needs and further relationships.
  • 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; ensuring application of appropriate rates and service charges.
  • 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; and provides advice and/or assists employees with member issues in management’s absence.
  • Exercises judgement to identify, diagnose, and solve problems within given rules; 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; refers problem areas to appropriate internal personnel for resolution.
  • 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.
  • Acts as joint custodian on specified combinations; 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.
  • Identifies and sets professional development plan goals; completes activities set out in the plan, influencing employee engagement and enablement.
  • Actively participates in regular goal setting meetings and coaching sessions.

Experience

  • 3 - 4 years experience in a customer service or administrative role.
  • 1 - 2 years experience in retail banking with a demonstrated strong ability to build member relationships.
  • 2 – 4 years in retail lending/credit.
  • Basic lending experience.

Education

  • Grade 12 diploma or equivalent.
  • Completion of courses such as CUIC courses, Credit Union Service Representative Accreditation, etc.
  • Working towards or completed a certificate, diploma, degree or designation program.
  • Completion of Lender Accreditation Program (LAP 1 & 2) within 6 – 12 months of starting role.

Skills and Competencies

  • Good computer skills; able to pick up new and existing programs related to the job quickly.
  • Strong communication skills; both written and verbal.
  • Good critical thinking, problem solving, analytical, organization and multi-tasking skills.
  • Good influencing and negotiation skills.
  • Strong attention to detail.
  • 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.
  • Good financial literacy.

Qualified applicants are invited to apply online.
We thank all applicants for their interest. Please note applications will only be accepted online and only those applicants under consideration will be contacted.

#J-18808-Ljbffr

  • Financial Advisor

    3 weeks ago

    Canada, CA Scotiabank Full time

    Requisition ID: #Join a purpose-driven winning team, committed to results, in an inclusive and high-performing culture.About the roleWhat your role will be…Financial AdvisorAt Scotiabank, we help employees build their futures – where they can be themselves and win together. With a commitment to diversity and inclusion and a performance-oriented culture...

  • Financial Advisor

    4 weeks ago

    Canada, CA Scotiabank Full time

    Title: Financial Advisor - Owen Sound Branch, Owen Sound, ONRequisition ID: 203772Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.About the roleWhat your role will be…Financial AdvisorAt Scotiabank we help employees build their futures – where they can be themselves, and win together. With a...

  • Financial Planner

    4 weeks ago

    Canada, CA Scotiabank Full time

    Requisition ID: #Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.About the roleAs a Financial Advisor, Investment & Retirement Planning you are a member of the branch sales team responsible for contributing to the team’s overall success by meeting/exceeding negotiated deposit and investment sales goals...

  • Software Engineer

    1 month ago

    Canada, CA Super Advisor Full time

    We're hiring a software engineer with a focus on the front-end. Our tech stack is React (Hooks), Typescript, and Material-UI. Who we areSuper Advisor is building the future of finance by re-imagining how financial planners and advisors give personalized advice to their clients. We help advisors build independent businesses (think: what Shopify did for...

  • Financial Advisor

    1 month ago

    Canada, CA Scotiabank Full time

    Requisition ID: #Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.About the roleWhat your role will be…Financial AdvisorAt Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture...

  • Senior Financial Advisor

    5 months ago

    Canada, CA Huxton Black Full time

    What is a Financial Advisor?A Financial Advisor is a professional who provides strategic advice on financial products and services, helping clients make informed decisions to best utilize their money and achieve their financial goals. They analyze clients’ overall financial picture, assess their needs, and develop customized financial plans to guide their...

  • Financial Advisor

    1 month ago

    Canada, CA Scotiabank Full time

    Requisition ID: #Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.About the roleWhat your role will be…Financial AdvisorAt Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture...

  • Full-Time Branch Office Administrator

    1 month ago

    Canada, CA Pipestoneminnesota Full time

    Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along...

  • Financial Advisor

    1 month ago

    Canada, CA Scotiabank Full time

    Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.About the roleWhat your role will be…Financial AdvisorAt Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes...

  • Financial Advisor

    1 month ago

    Canada, CA 360 DEGREE FINANCIAL Full time

    ROLE/ DESCRIPTIONExperior Financial Group is looking for a Financial Associate in Canada. A large part of our success is due to our client solutions built with our proprietary Expert Financial Analysis software (EFA). It provides our clients with a simple easy to follow financial program offered exclusively through Experior Financial Group Associates to help...

  • Financial Advisor Galway

    1 month ago

    Canada, CA Scotiabank Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Requisition ID: 203292Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role What your role will be… At Scotiabank we help employees build their futures – where they can be themselves, and win...

  • Financial Advisor

    1 month ago

    Canada, CA Scotiabank Full time

    Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.About the roleWhat your role will be…Financial AdvisorAt Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes...

  • Branch Office Administrator

    1 month ago

    Canada, CA Edward Jones Full time

    Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus on our clients rather than shareholder returns.Behind everything we do is our purpose:...

  • Service Advisor

    4 weeks ago

    Canada, CA EmergencyMD Full time

    Position: Service Advisor(s) Position Type: Fulltime Permanent Location: Lloydminster, AB Work Schedule: Monday to Friday and 4on/4off rotations available Opportunity Velocity Truck Centre Canada, formally known as First Truck Centre, has an exciting opening for two Service Advisors at our Lloydminster Alberta branch. The Service Advisor will contribute to...

  • Branch Manager

    1 month ago

    Canada, CA Scotiabank Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Requisition ID: 199953Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role As a Branch Manager, you will assume responsibility for the overall success of the branch by working to meet financial...

  • Branch Manager

    1 month ago

    Canada, CA Credit Union Central of Manitoba Ltd. Full time

    Occupation Type: Branch/Regional ManagementEmployment Type: Full-timeNewfoundland and Labrador Credit Union (NLCU) is currently looking for energetic, motivated people to fill the position of:Branch ManagerWe are a dynamic financial institution dedicated to delivering exceptionally high-quality service to our members. Our mission is to create a positive...

  • Branch Manager

    1 month ago

    Canada, CA Stjohnsbot Full time

    Newfoundland and Labrador Credit Union (NLCU) is currently looking for energetic, motivated people to fill the position of:Branch ManagerWe are a dynamic financial institution dedicated to delivering exceptionally high-quality service to our members. Our mission is to create a positive impact on our community through excellent financial services and member...

  • Mortgage Advisor

    1 month ago

    Canada, CA Firstcu Full time

    Mortgage Advisor (Permanent, Full-Time) - Powell RiverJoin Our Team Location: Powell RiverBranch Be one of the many First Credit Union team members who say, “I love my job” - this resonates in our 5-star rating on Glassdoor and our standing as one of B.C.’s Top Employers. First Credit Union is a financial co-operative with branches in eight communities...

  • Branch Manager

    1 month ago

    Canada, CA Driving Force Vehicle Rentals, Sales and Leasing Full time

    The Driving Force Inc. at Calgary is currently seeking a seasoned Branch Manager to oversee our Rentals, Sales, and Lease services. We are in pursuit of a dynamic leader who is dedicated to delivering exceptional service and cultivating enduring relationships within our high-traffic branch.Since our inception in 1978 with a modest office in a Spruce Grove,...

  • Branch Manager

    1 month ago

    Canada, CA goeasy Ltd Full time

    If you’re ready for your next adventure with goeasy, we have the opportunity for you!easyfinancialis looking for aBranch Managerto join Branch 2212, located in theLloydminster, SKarea. As aBranch Manager, you will lead your team through coaching and training, generate sales, manage overdue accounts, and maximize portfolio growth through direct engagement...